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Disclosery

Fulcrum Capital LLC: LRCX position timeline

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

Fulcrum Capital LLC held 71,266 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,266 shares
    Change vs previous 13F -5,127 shares

    6.26% of the 13F portfolio, value $30,881,696.

    13F-HR 0001724090-26-000004 filed by Fulcrum Capital 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 76,393 shares
    Change vs previous 13F -1,630 shares

    3.54% of the 13F portfolio, value $16,322,128.

    13F-HR 0001724090-26-000003 filed by Fulcrum Capital 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 78,023 shares
    Change vs previous 13F +172 shares

    2.68% of the 13F portfolio, value $13,355,977.

    13F-HR 0001724090-26-000001 filed by Fulcrum Capital 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 77,851 shares
    Change vs previous 13F -137 shares

    2.14% of the 13F portfolio, value $10,424,249.

    13F-HR 0001724090-25-000009 filed by Fulcrum Capital 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 77,988 shares
    Change vs previous 13F +3,900 shares

    1.61% of the 13F portfolio, value $7,591,352.

    13F-HR 0001724090-25-000005 filed by Fulcrum Capital 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 74,088 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,386,198.

    13F-HR 0001724090-25-000004 filed by Fulcrum Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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