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Keudell/Morrison Wealth Management: LRCX position timeline

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

Keudell/Morrison Wealth Management held 20,933 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,933 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $9,070,897.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 20,933 shares
    Change vs previous 13F +180 shares

    0.91% of the 13F portfolio, value $4,472,545.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 20,753 shares
    Change vs previous 13F +228 shares

    0.75% of the 13F portfolio, value $3,552,499.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 20,525 shares
    Change vs previous 13F +45 shares

    0.44% of the 13F portfolio, value $1,997,904.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 20,480 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,488,896.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,480 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,479,270.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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