Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,957,238
+$3,258,000 QoQ
Shares Held
18,363
-16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#931
of 3,103 holders
Holding Since
Dec 2021
19 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, 2026Joseph Group Capital Management holds $8,376,722 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (95.0% of the industry book) .
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,957,238 | 18,363 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,699,238 | 21,994 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,788,861 | 45,501 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,323,695 | 47,227 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,707,628 | 58,636 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,181,485 | 57,517 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,650,215 | 50,536 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,521,385 | 4,315 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,475,670 | 3,264 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,933,169 | 3,019 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,337,247 | 2,984 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,810,738 | 2,889 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,951,080 | 3,035 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,920,094 | 3,622 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,422,715 | 3,385 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,253,916 | 3,426 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,337,684 | 3,139 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,349,938 | 2,511 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,704,385 | 2,370 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||