Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$747,876,878
+$381,975,583 QoQ
Shares Held
1,725,883
+0.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#5
of 1,338 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $1,770,350,031 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,725,883 | $747,876,878 | |
| 2 | KLAC |
Kla Corp
|
2,258,853 | $681,518,537 | |
| 3 | AMAT |
Applied Materials Inc /De
|
301,109 | $217,701,807 | |
| 4 | ASML |
Asml Holding NV
|
50,295 | $100,058,878 | |
| 5 | TER |
Teradyne, Inc
|
17,004 | $8,227,215 | |
| 6 | ENTG |
Entegris Inc
|
30,930 | $5,563,068 | |
| 7 | Q |
Qnity Electronics, Inc.
|
26,876 | $4,389,118 | |
| 8 | ONTO |
Onto Innovation Inc.
|
4,263 | $1,613,332 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,876,878 | 1,725,883 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $365,901,295 | 1,712,540 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $306,750,450 | 1,791,976 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $224,501,693 | 1,676,637 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $74,331,548 | 763,628 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $28,632,094 | 393,839 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $31,071,612 | 430,176 | Shares | Defined | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||