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Baldwin Investment Management, LLC: LRCX position timeline

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

Baldwin Investment Management, LLC held 85,114 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 85,114 shares
    Change vs previous 13F -3,480 shares

    3.57% of the 13F portfolio, value $36,882,509.

    13F-HR 0001346378-26-000003 filed by Baldwin Investment 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 88,594 shares
    Change vs previous 13F -9,540 shares

    2.21% of the 13F portfolio, value $18,928,987.

    13F-HR 0001346378-26-000002 filed by Baldwin Investment 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 98,134 shares
    Change vs previous 13F -1,894 shares

    1.9% of the 13F portfolio, value $16,798,536.

    13F-HR 0001346378-26-000001 filed by Baldwin Investment 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 100,028 shares
    Change vs previous 13F -1,740 shares

    1.53% of the 13F portfolio, value $13,393,811.

    13F-HR 0001346378-25-000009 filed by Baldwin Investment 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 101,768 shares
    Change vs previous 13F +361 shares

    1.2% of the 13F portfolio, value $9,906,106.

    13F-HR 0001346378-25-000004 filed by Baldwin Investment 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 101,407 shares
    Change vs previous 13F -1,635 shares

    0.89% of the 13F portfolio, value $7,372,324.

    13F-HR 0001346378-25-000002 filed by Baldwin Investment 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 103,042 shares
    Change vs previous 13F +92,793 shares

    0.97% of the 13F portfolio, value $7,442,724.

    13F-HR 0001346378-25-000001 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,249 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $8,364,067.

    13F-HR 0001346378-24-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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