Position in TER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$549,642
+$212,864 QoQ
Shares Held
1,136
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#867
of 1,417 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. TER ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
This page
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in TER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,642 | 1,136 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $336,778 | 1,136 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $219,884 | 1,136 | Shares | Sole | 2026-01-27 | |
| 2021-12-31 | $240,389 | 1,470 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $200,404 | 1,496 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||