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Disclosery

Applied Finance Capital Management, LLC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on LRCX, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 6,166 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,166 shares
    Change vs previous 13F -2,643 shares

    0.2% of the 13F portfolio, value $2,671,913.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,809 shares
    Change vs previous 13F -2,196 shares

    0.14% of the 13F portfolio, value $1,882,131.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,005 shares
    Change vs previous 13F -4,017 shares

    0.13% of the 13F portfolio, value $1,883,836.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,022 shares
    Change vs previous 13F -5,149 shares

    0.14% of the 13F portfolio, value $2,011,446.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,171 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,963,445.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).