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MARIETTA INVESTMENT PARTNERS LLC: LRCX position timeline

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

MARIETTA INVESTMENT PARTNERS LLC held 18,374 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,374 shares
    Change vs previous 13F +400 shares

    1.37% of the 13F portfolio, value $7,962,005.

    13F-HR 0000892712-26-000342 filed by MARIETTA INVESTMENT PARTNERS 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 17,974 shares
    Change vs previous 13F +1,182 shares

    0.77% of the 13F portfolio, value $3,840,325.

    13F-HR 0000892712-26-000221 filed by MARIETTA INVESTMENT PARTNERS 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 16,792 shares
    Change vs previous 13F +413 shares

    0.57% of the 13F portfolio, value $2,874,455.

    13F-HR 0000892712-26-000074 filed by MARIETTA INVESTMENT PARTNERS 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 16,379 shares
    Change vs previous 13F +5,129 shares

    0.42% of the 13F portfolio, value $2,193,148.

    13F-HR 0000892712-25-000147 filed by MARIETTA INVESTMENT PARTNERS 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 11,250 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,095,075.

    13F-HR 0000892712-25-000091 filed by MARIETTA INVESTMENT PARTNERS 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 11,250 shares
    Change vs previous 13F -1,180 shares

    0.2% of the 13F portfolio, value $817,875.

    13F-HR 0000892712-25-000060 filed by MARIETTA INVESTMENT PARTNERS 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 12,430 shares
    Change vs previous 13F +11,122 shares

    0.2% of the 13F portfolio, value $897,819.

    13F-HR 0000892712-25-000031 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,308 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,067,433.

    13F-HR 0000892712-24-000129 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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