Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,216,734
+$2,320,288 QoQ
Shares Held
9,731
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,170
of 3,103 holders
Holding Since
Mar 2024
7 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, 2026Cyndeo Wealth Partners, LLC holds $16,592,033 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.4% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,216,734 | 9,731 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,896,446 | 8,876 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $605,634 | 3,538 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $272,754 | 2,037 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $295,329 | 3,034 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $669,790 | 629 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $245,807 | 253 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||