Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,469,854
+$737,856 QoQ
Shares Held
3,392
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#1,648
of 3,103 holders
Holding Since
Mar 2023
14 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, 2026Horizon Family Wealth, Inc. holds $2,380,850 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (61.7% of the industry book) .
All Filings in LRCX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,854 | 3,392 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $731,998 | 3,426 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $815,158 | 4,762 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $636,426 | 4,753 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $461,585 | 4,742 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $343,434 | 4,724 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $307,482 | 4,257 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $341,120 | 418 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $440,847 | 414 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $401,258 | 413 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $319,569 | 408 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $264,496 | 422 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $255,215 | 397 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $201,975 | 381 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||