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DELPHI MANAGEMENT INC /MA/: LRCX position timeline

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

DELPHI MANAGEMENT INC /MA/ held 4,609 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,609 shares
    Change vs previous 13F -597 shares

    1.95% of the 13F portfolio, value $1,997,000.

    13F-HR 0000767684-26-000003 filed by DELPHI MANAGEMENT INC /MA/
    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 5,206 shares
    Change vs previous 13F -2,557 shares

    1.33% of the 13F portfolio, value $1,112,000.

    13F-HR 0000767684-26-000002 filed by DELPHI MANAGEMENT INC /MA/
    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 7,763 shares
    Change vs previous 13F -4,750 shares

    1.29% of the 13F portfolio, value $1,329,000.

    13F-HR 0000767684-26-000001 filed by DELPHI MANAGEMENT INC /MA/
    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 12,513 shares
    Change vs previous 13F -4,149 shares

    1.55% of the 13F portfolio, value $1,675,000.

    13F-HR 0000767684-25-000009 filed by DELPHI MANAGEMENT INC /MA/
    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 16,662 shares
    Change vs previous 13F -6 shares

    1.57% of the 13F portfolio, value $1,622,000.

    13F-HR 0000767684-25-000006 filed by DELPHI MANAGEMENT INC /MA/
    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 16,668 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,212,000.

    13F-HR 0000767684-25-000005 filed by DELPHI MANAGEMENT INC /MA/
    Filed (acceptance time not in the bulk data set), ingested

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