Position in LRCX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$564,042,951
+$86,498,171 QoQ
Shares Held
2,639,909
-5.4% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $868,275,668 across 25 Semiconductor Equipment & Materials names. LRCX ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,639,909 | $564,042,951 | |
| 2 | AMAT |
Applied Materials Inc /De
|
567,604 | $194,001,370 | |
| 3 | ASML |
Asml Holding NV
|
40,321 | $53,257,181 | |
| 4 | Q |
Qnity Electronics, Inc.
|
310,544 | $35,830,562 | |
| 5 | TER |
Teradyne, Inc
|
30,304 | $8,983,920 | |
| 6 | KLAC |
Kla Corp
|
28,090 | $4,135,996 | |
| 7 | ENTG |
Entegris Inc
|
23,114 | $2,709,884 | |
| 8 | ONTO |
Onto Innovation Inc.
|
5,600 | $1,148,389 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $564,042,951 | 2,639,909 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $477,544,780 | 2,789,723 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $409,236,290 | 3,056,283 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $299,316,796 | 3,074,962 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $222,079,158 | 3,054,734 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $222,943,019 | 3,086,571 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||