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Grantham, Mayo, Van Otterloo & Co. LLC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantham, Mayo, Van Otterloo & Co. LLC on LRCX, newest first. How the timeline and the estimate are built.

Grantham, Mayo, Van Otterloo & Co. LLC held 5,464,726 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,464,726 shares
    Change vs previous 13F -1,439,480 shares

    5.34% of the 13F portfolio, value $2,368,030,518.

    13F-HR 0001072613-26-000636 filed by Grantham, Mayo, Van Otterloo & Co. 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 6,904,206 shares
    Change vs previous 13F -2,439,874 shares

    3.77% of the 13F portfolio, value $1,475,153,112.

    13F-HR 0001072613-26-000397 filed by Grantham, Mayo, Van Otterloo & Co. 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 9,344,080 shares
    Change vs previous 13F -489,931 shares

    4.09% of the 13F portfolio, value $1,599,519,844.

    13F-HR 0001072613-26-000185 filed by Grantham, Mayo, Van Otterloo & Co. 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 9,834,011 shares
    Change vs previous 13F +156,371 shares

    3.72% of the 13F portfolio, value $1,316,774,125.

    13F-HR 0001072613-25-000786 filed by Grantham, Mayo, Van Otterloo & Co. 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 9,677,640 shares
    Change vs previous 13F +1,084,306 shares

    2.85% of the 13F portfolio, value $942,021,511.

    13F-HR 0001072613-25-000542 filed by Grantham, Mayo, Van Otterloo & Co. 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 8,593,334 shares
    Change vs previous 13F +495,669 shares

    1.97% of the 13F portfolio, value $624,735,375.

    13F-HR 0001072613-25-000369 filed by Grantham, Mayo, Van Otterloo & Co. 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 8,097,665 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $584,894,362.

    13F-HR 0001072613-25-000109 filed by Grantham, Mayo, Van Otterloo & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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