Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$610,995
+$508,488 QoQ
Shares Held
1,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,154
of 3,103 holders
Holding Since
Dec 2022
11 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, 2026Compass Wealth Management LLC holds $31,935,958 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.9% of the industry book) .
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,995 | 1,410 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $102,507 | 1,410 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $101,844 | 1,410 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $115,067 | 141 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $150,143 | 141 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $136,991 | 141 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $110,439 | 141 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $88,374 | 141 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $90,643 | 141 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $74,746 | 141 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,262 | 141 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||