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Disclosery

J. Stern & Co. LLP: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Stern & Co. LLP on LRCX, newest first. How the timeline and the estimate are built.

J. Stern & Co. LLP held 16,789 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,789 shares
    Change vs previous 13F -2,875 shares

    0.69% of the 13F portfolio, value $7,275,177.

    13F-HR 0002011335-26-000004 filed by J. Stern & Co. LLP
    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 19,664 shares
    Change vs previous 13F -3,439,713 shares

    0.41% of the 13F portfolio, value $4,201,410.

    13F-HR 0002011335-26-000003 filed by J. Stern & Co. LLP
    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/A 3,459,377 shares
    Change vs previous 13F +3,371,283 shares

    0.29% of the 13F portfolio, value $3,459,377,000.

    13F-HR/A 0002011335-26-000002 filed by J. Stern & Co. LLP
    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 88,094 shares
    Change vs previous 13F +52,619 shares

    0.89% of the 13F portfolio, value $11,795,787.

    13F-HR 0002011335-25-000006 filed by J. Stern & Co. LLP
    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 35,475 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,875,589.

    13F-HR 0002011335-25-000003 filed by J. Stern & Co. LLP
    Filed (acceptance time not in the bulk data set), ingested

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