Position in LRCX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,624,466
+$11,319,004 QoQ
Shares Held
49,903
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#595
of 3,103 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $65,411,809 across 13 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,721 | $22,934,283 | |
| 2 | LRCX |
Lam Research Corp
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|
49,903 | $21,624,466 | |
| 3 | KLAC |
Kla Corp
|
50,333 | $15,185,969 | |
| 4 | TER |
Teradyne, Inc
|
2,176 | $1,052,835 | |
| 5 | ASML |
Asml Holding NV
|
515 | $1,024,561 | |
| 6 | ENTG |
Entegris Inc
|
4,785 | $860,630 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,881 | $797,116 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,187 | $449,220 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,624,466 | 49,903 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,305,462 | 48,233 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,984,144 | 40,800 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,615,498 | 41,938 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,219,104 | 43,344 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,851,584 | 39,224 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,843,622 | 39,369 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,692,247 | 3,299 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,505,486 | 3,292 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,899,419 | 1,955 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,345,640 | 1,718 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,111,263 | 1,773 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $721,931 | 1,123 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||