Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,841,778
+$1,705,962 QoQ
Shares Held
6,558
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,346
of 3,103 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $17,244,801 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (16.5% of the industry book) .
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,778 | 6,558 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,135,816 | 5,316 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $908,794 | 5,309 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $576,841 | 4,308 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $408,438 | 4,196 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $322,279 | 4,433 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $373,212 | 5,167 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $726,311 | 890 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $830,583 | 780 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $734,506 | 756 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $560,030 | 715 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $252,588 | 403 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||