Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$529,095
+$183,394 QoQ
Shares Held
1,221
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#2,265
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026Larry Mathis Financial Planning, LLC holds $1,793,761 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (29.5% of the industry book) .
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,095 | 1,221 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $345,701 | 1,618 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $385,839 | 2,254 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||