Position in LRCX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,683,807
+$3,947,962 QoQ
Shares Held
17,732
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#948
of 3,103 holders
Holding Since
Mar 2022
18 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, 2026Wedmont Private Capital holds $30,013,637 across 10 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
13,803 | $9,979,569 | |
| 2 | LRCX |
Lam Research Corp
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|
17,732 | $7,683,807 | |
| 3 | KLAC |
Kla Corp
|
20,136 | $6,075,232 | |
| 4 | ASML |
Asml Holding NV
|
1,036 | $2,061,059 | |
| 5 | TER |
Teradyne, Inc
|
3,105 | $1,502,323 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
13,051 | $1,125,387 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
3,145 | $448,445 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,666 | $435,384 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,683,807 | 17,732 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,735,845 | 17,485 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,451,878 | 26,007 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,379,502 | 25,239 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,378,892 | 24,439 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,262,217 | 17,362 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,083,088 | 14,995 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,170,618 | 14,522 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,556,810 | 1,462 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,346,596 | 1,386 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,044,085 | 1,333 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $723,292 | 1,154 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $624,217 | 971 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $474,457 | 895 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $350,109 | 833 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $308,904 | 844 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $282,537 | 663 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $238,698 | 444 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||