Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,497,890
+$27,639,618 QoQ
Shares Held
72,688
+302.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#504
of 3,103 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $105,798,281 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
79,774 | $57,676,602 | |
| 2 | LRCX |
Lam Research Corp
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|
72,688 | $31,497,890 | |
| 3 | ASML |
Asml Holding NV
|
7,430 | $14,781,538 | |
| 4 | KLAC |
Kla Corp
|
4,808 | $1,450,620 | |
| 5 | Q |
Qnity Electronics, Inc.
|
2,137 | $348,992 | |
| 6 | TER |
Teradyne, Inc
|
85 | $41,126 | |
| 7 | ONTO |
Onto Innovation Inc.
|
4 | $1,513 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,497,890 | 72,688 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,858,272 | 18,058 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||