Skip to main content
Equibles

RAYMOND JAMES FINANCIAL INC

Position in LRCX — Lam Research Corp

CIK 720005 ST. PETERSBURG, FL
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$671,709,162
+$315,062,338 QoQ
Shares Held
1,550,110
-7.1% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#84
of 3,120 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 16% Shared 0% None 84%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$64,098
PutShares
300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $3,735,841,326 across 24 Semiconductor Equipment & Materials names. LRCX ranks #2 (18.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 1,343,194 $971,129,262
2 LRCX
Lam Research Corp
This page 		1,550,110 $671,709,162
3 KLAC
Kla Corp
 2,013,662 $607,541,959
4 ASML
Asml Holding NV
 301,122 $599,064,119
5 TER
Teradyne, Inc
 586,235 $283,643,938
6 Q
Qnity Electronics, Inc.
 1,428,539 $233,294,701
7 ENTG
Entegris Inc
 542,411 $97,558,040
8 ONTO
Onto Innovation Inc.
 210,566 $79,688,701

All Filings in LRCX

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $671,709,162 1,550,110
2026-03-31 $356,646,824 1,669,226
2026-03-31 $64,098 300
2025-12-31 $307,402,816 1,795,787
2025-09-30 $277,935,691 2,075,696
2025-09-30 $13,390 100
2025-06-30 $267,219,615 2,745,219
2025-06-30 $19,468 200
2025-03-31 $209,535,646 2,882,196
2024-12-31 $106,964,466 1,480,887
2024-12-31 $7,223 100