Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,165
+$85,736 QoQ
Shares Held
365
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,896
of 3,103 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $697,204 across 12 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
357 | $258,111 | |
| 2 | LRCX |
Lam Research Corp
This page
|
365 | $158,165 | |
| 3 | KLAC |
Kla Corp
|
423 | $127,622 | |
| 4 | ASML |
Asml Holding NV
|
43 | $85,545 | |
| 5 | AMBA |
Ambarella Inc
|
275 | $23,595 | |
| 6 | TER |
Teradyne, Inc
|
37 | $17,901 | |
| 7 | ONTO |
Onto Innovation Inc.
|
25 | $9,461 | |
| 8 | Q |
Qnity Electronics, Inc.
|
35 | $5,714 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,165 | 365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,429 | 339 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $46,328 | 346 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||