Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,275,177
+$3,073,767 QoQ
Shares Held
16,789
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#967
of 3,103 holders
Holding Since
Jun 2025
4 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, 2026J. Stern & Co. LLP holds $8,555,322 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (85.0% of the industry book) .
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,275,177 | 16,789 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,201,410 | 19,664 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $11,795,786 | 88,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,453,136 | 35,475 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||