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Baker Ellis Asset Management LLC: LRCX position timeline

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

Baker Ellis Asset Management LLC held 105,992 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,992 shares
    Change vs previous 13F -6,630 shares

    4.76% of the 13F portfolio, value $45,929,604.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset 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 112,622 shares
    Change vs previous 13F -3,850 shares

    2.86% of the 13F portfolio, value $24,062,861.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset 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 116,472 shares
    Change vs previous 13F -3,940 shares

    2.4% of the 13F portfolio, value $19,937,713.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset 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 120,412 shares
    Change vs previous 13F -2,493 shares

    1.99% of the 13F portfolio, value $16,123,190.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset 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 122,905 shares
    Change vs previous 13F -1,425 shares

    1.64% of the 13F portfolio, value $11,963,569.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 124,330 shares
    Change vs previous 13F -660 shares

    1.3% of the 13F portfolio, value $9,038,788.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 124,990 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $9,028,031.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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