Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$301,147
+$111,420 QoQ
Shares Held
695
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,628
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026Ascentis Wealth Management, LLC holds $2,040,020 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.8% of the industry book) .
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,147 | 695 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $189,727 | 888 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $22,593 | 132 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $17,271 | 129 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $389 | 4 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||