BAROMETER CAPITAL MANAGEMENT INC.: LRCX position timeline

BAROMETER CAPITAL MANAGEMENT INC. held 33,690 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 33,690 shares

   Change vs previous 13F +33,000 shares

   4.06% of the 13F portfolio, value $14,598,887.

   13F-HR 0001104659-26-094637 filed by BAROMETER CAPITAL MANAGEMENT INC.
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 690 shares

   Change vs previous 13F -3,110 shares

   0.05% of the 13F portfolio, value $147,425.

   13F-HR 0001104659-26-058968 filed by BAROMETER CAPITAL MANAGEMENT INC.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,800 shares

   Change vs previous 13F -31,410 shares

   0.08% of the 13F portfolio, value $322,468.

   13F-HR 0001104659-26-013670 filed by BAROMETER CAPITAL MANAGEMENT INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 35,210 shares

   Change vs previous 13F -3,050 shares

   1.08% of the 13F portfolio, value $4,714,619.

   13F-HR 0001104659-25-111067 filed by BAROMETER CAPITAL MANAGEMENT INC.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 38,260 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $3,724,229.

   13F-HR 0001104659-25-077667 filed by BAROMETER CAPITAL MANAGEMENT INC.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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