Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,651,420
+$1,029,243 QoQ
Shares Held
3,811
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,584
of 3,103 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $10,792,449 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.3% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,420 | 3,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $622,177 | 2,912 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $378,650 | 2,212 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $487,663 | 3,642 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $295,718 | 3,038 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $305,340 | 4,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $258,872 | 3,584 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $340,752 | 320 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||