Position in LRCX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,854,903
+$1,237,996 QoQ
Shares Held
8,896
-27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#1,214
of 3,103 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2025CallValue
$194,680
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $8,886,946 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.4% of the industry book) .
All Filings in LRCX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,854,903 | 8,896 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,616,907 | 12,248 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,154,505 | 18,428 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,383,955 | 17,804 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,823,567 | 18,734 | Shares | Sole | 2025-07-11 | |
| 2025-06-30 | $194,680 | 2,000 | Call | Sole | 2025-07-11 | |
| 2025-03-31 | $1,290,570 | 17,752 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,376,703 | 19,060 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $144,460 | 2,000 | Call | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||