Lee Johnson Capital Management’s ASML ASML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.12M Buy
+3,076
New +$4.9M 1.91% 18
2022
Q2
Sell
-4,139
Closed -$2.76M 42
2022
Q1
$2.76M Buy
4,139
+91
+2% +$60.9K 2.47% 10
2021
Q4
$3.22M Buy
+4,048
New +$3.22M 2.64% 8

Other funds holding ASML

Lee Johnson Capital Management's ASML Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in ASML (ASML) in Q2 2026: 3,076 shares worth $6.12M. The stake represents 1.91% of the portfolio and ranks #18 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in ASML as recently as Q1 2022.

Lee Johnson Capital Management first reported a position in ASML in Q4 2021 and has held it in 3 quarters since. 2,504 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Lee Johnson Capital Management held 3,076 shares of ASML worth $6.12M as of Q2 2026.
  • ASML was a new Lee Johnson Capital Management position in Q2 2026.
  • ASML made up 1.91% of Lee Johnson Capital Management's portfolio in Q2 2026, its #18 holding.
  • Lee Johnson Capital Management first reported a position in ASML in Q4 2021 and has held it in 3 quarters since.
  • 2,504 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.