Position in TER
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$851,433
+$300,368 QoQ
Shares Held
2,872
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Stone Wealth Partners holds $1,792,686 across 1 Semiconductor Equipment & Materials name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
4,137 | $1,792,686 |
All Filings in TER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $851,433 | 2,872 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $551,065 | 2,847 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||