Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$46,296,110
+$21,894,643 QoQ
Shares Held
106,838
-6.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#425
of 3,103 holders
Holding Since
Dec 2021
18 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, 2026HB Wealth Management, LLC holds $119,188,841 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
106,838 | $46,296,110 | |
| 2 | AMAT |
Applied Materials Inc /De
|
39,072 | $28,249,056 | |
| 3 | KLAC |
Kla Corp
|
88,287 | $26,637,070 | |
| 4 | ASML |
Asml Holding NV
|
5,259 | $10,462,464 | |
| 5 | TER |
Teradyne, Inc
|
7,617 | $3,685,409 | |
| 6 | Q |
Qnity Electronics, Inc.
|
7,401 | $1,208,657 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,698 | $1,021,058 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
7,617 | $656,813 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,296,110 | 106,838 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,401,467 | 114,207 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,882,590 | 121,992 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,603,466 | 123,999 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,028,693 | 123,574 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,231,239 | 113,222 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,476,166 | 103,505 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $9,728,469 | 9,136 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,424,483 | 8,671 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,636,001 | 9,749 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,940,526 | 9,478 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,700,239 | 8,867 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,564,333 | 8,610 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,001,468 | 4,762 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,892,864 | 7,904 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,917,422 | 6,846 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $268,267 | 499 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $227,970 | 317 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||