Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$673,394
+$341,367 QoQ
Shares Held
1,554
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#2,089
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $2,279,838 across 13 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
4,230 | $1,276,233 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,554 | $673,394 | |
| 3 | AMAT |
Applied Materials Inc /De
|
434 | $313,782 | |
| 4 | ASML |
Asml Holding NV
|
4 | $7,957 | |
| 5 | FORM |
Formfactor Inc
|
12 | $1,919 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
12 | $1,605 | |
| 7 | VECO |
Veeco Instruments Inc
|
15 | $1,137 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
6 | $855 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,394 | 1,554 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $332,027 | 1,554 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $266,013 | 1,554 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||