Skip to content
Disclosery

CARRET ASSET MANAGEMENT, LLC: LRCX position timeline

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

CARRET ASSET MANAGEMENT, LLC held 65,068 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,068 shares
    Change vs previous 13F -6,838 shares

    2.47% of the 13F portfolio, value $28,196,098.

    13F-HR 0001140361-26-031277 filed by CARRET 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 71,906 shares
    Change vs previous 13F -5,954 shares

    1.5% of the 13F portfolio, value $15,363,478.

    13F-HR 0001140361-26-021508 filed by CARRET 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 77,860 shares
    Change vs previous 13F -5,158 shares

    1.27% of the 13F portfolio, value $13,328,057.

    13F-HR 0001140361-26-005575 filed by CARRET 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 83,018 shares
    Change vs previous 13F -598 shares

    1.08% of the 13F portfolio, value $11,116,106.

    13F-HR 0001140361-25-041855 filed by CARRET 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 83,616 shares
    Change vs previous 13F -2,374 shares

    0.87% of the 13F portfolio, value $8,139,141.

    13F-HR 0001140361-25-028522 filed by CARRET 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 85,990 shares
    Change vs previous 13F -455 shares

    0.71% of the 13F portfolio, value $6,251,451.

    13F-HR 0001140361-25-014813 filed by CARRET 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 86,445 shares
    Change vs previous 13F +77,563 shares

    0.68% of the 13F portfolio, value $6,243,889.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET 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 8,882 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,248,139.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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