Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$115,699
-$79,586 QoQ
Shares Held
267
-70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,938
of 3,103 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Activest Wealth Management holds $407,969 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
267 | $115,699 | |
| 2 | ASML |
Asml Holding NV
|
48 | $95,493 | |
| 3 | TER |
Teradyne, Inc
|
124 | $59,996 | |
| 4 | Q |
Qnity Electronics, Inc.
|
310 | $50,626 | |
| 5 | AMAT |
Applied Materials Inc /De
|
50 | $36,150 | |
| 6 | KLAC |
Kla Corp
|
90 | $27,153 | |
| 7 | ONTO |
Onto Innovation Inc.
|
56 | $21,193 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
13 | $1,120 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,699 | 267 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $195,285 | 914 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $268,410 | 1,568 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $93,863 | 701 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $52,758 | 542 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $66,665 | 917 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,015 | 554 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $35,907 | 44 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,389 | 6 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,516 | 17 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $96,522 | 154 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $59,785 | 93 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $43,999 | 83 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $37,075 | 87 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $46,772 | 87 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $46,025 | 64 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||