Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,022,168
+$1,904,798 QoQ
Shares Held
9,282
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,197
of 3,103 holders
Holding Since
Mar 2025
6 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, 2026Portside Wealth Group, LLC holds $19,474,703 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
7,895 | $5,708,085 | |
| 2 | ASML |
Asml Holding NV
|
2,180 | $4,336,978 | |
| 3 | LRCX |
Lam Research Corp
This page
|
9,282 | $4,022,168 | |
| 4 | KLAC |
Kla Corp
|
8,120 | $2,449,884 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
5,538 | $740,762 | |
| 6 | TER |
Teradyne, Inc
|
1,528 | $739,307 | |
| 7 | ENTG |
Entegris Inc
|
3,514 | $632,027 | |
| 8 | NVMI |
Nova Ltd.
|
928 | $503,848 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,022,168 | 9,282 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $2,117,370 | 9,910 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $985,482 | 5,757 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $680,211 | 5,080 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $434,038 | 4,459 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285,056 | 3,921 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||