Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,081,157
+$676,913 QoQ
Shares Held
2,495
+31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,835
of 3,103 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $81,108,612 across 11 Semiconductor Equipment & Materials names. LRCX ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
175,110 | $52,832,437 | |
| 2 | ASML |
Asml Holding NV
|
10,908 | $21,700,809 | |
| 3 | AMAT |
Applied Materials Inc /De
|
6,790 | $4,909,170 | |
| 4 | LRCX |
Lam Research Corp
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|
2,495 | $1,081,157 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,761 | $287,587 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,300 | $152,516 | |
| 7 | TER |
Teradyne, Inc
|
110 | $53,222 | |
| 8 | ENTG |
Entegris Inc
|
200 | $35,972 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,157 | 2,495 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $404,244 | 1,892 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $330,034 | 1,928 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $247,447 | 1,848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $112,233 | 1,153 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||