Fulcrum Asset Management LLP: LRCX position timeline

Fulcrum Asset Management LLP held 8,534 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,534 shares

   Change vs previous 13F -6,570 shares

   0.35% of the 13F portfolio, value $3,506,706.

   13F-HR 0001353395-26-000005 filed by Fulcrum Asset Management LLP
   Filed 2026-08-18 (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 15,104 shares

   Change vs previous 13F +8,108 shares

   0.46% of the 13F portfolio, value $3,019,743.

   13F-HR 0001353395-26-000004 filed by Fulcrum Asset Management LLP
   Filed 2026-05-14 (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/A 6,996 shares

   Change vs previous 13F -208 shares

   0.34% of the 13F portfolio, value $1,215,765.

   13F-HR/A 0001353395-26-000002 filed by Fulcrum Asset Management LLP
   Filed 2026-02-05 (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/A 7,204 shares

   Change vs previous 13F -201 shares

   0.27% of the 13F portfolio, value $964,616.

   13F-HR/A 0001353395-25-000006 filed by Fulcrum Asset Management LLP
   Filed 2025-11-24 (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/A 7,405 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $720,803.

   13F-HR/A 0001353395-25-000005 filed by Fulcrum Asset Management LLP
   Filed 2025-11-24 (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).