Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,246,690
+$630,281 QoQ
Shares Held
2,877
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#1,756
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026Whelan Financial holds $7,765,566 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (16.1% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,690 | 2,877 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $616,409 | 2,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $567,119 | 3,313 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $426,471 | 3,185 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $360,060 | 3,699 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $286,728 | 3,944 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $254,177 | 3,519 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||