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JGP Wealth Management, LLC: LRCX position timeline

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

JGP Wealth Management, LLC held 2,222 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,222 shares
    Change vs previous 13F -1,808 shares

    0.09% of the 13F portfolio, value $962,859.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, 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 4,030 shares
    Change vs previous 13F -48 shares

    0.09% of the 13F portfolio, value $861,050.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 4,078 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $698,072.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, 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 4,037 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $593,399.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, 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 4,046 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $393,838.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, 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 4,049 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $294,362.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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