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Disclosery

Mill Capital Management, LLC: LRCX position timeline

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

Mill Capital Management, LLC held 31,950 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,950 shares
    Change vs previous 13F -2,700 shares

    0.92% of the 13F portfolio, value $13,844,894.

    13F-HR 0001398344-26-013354 filed by Mill Capital 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 34,650 shares
    Change vs previous 13F -500 shares

    0.56% of the 13F portfolio, value $7,403,319.

    13F-HR 0001398344-26-008209 filed by Mill Capital 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 35,150 shares
    Change vs previous 13F +150 shares

    0.43% of the 13F portfolio, value $6,016,977.

    13F-HR 0001398344-26-002778 filed by Mill Capital 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 35,000 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $4,686,500.

    13F-HR 0001398344-25-019997 filed by Mill Capital 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 35,000 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $3,406,900.

    13F-HR 0001398344-25-014452 filed by Mill Capital 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 35,000 shares
    Change vs previous 13F -5,000 shares

    0.2% of the 13F portfolio, value $2,544,500.

    13F-HR 0001398344-25-007536 filed by Mill Capital Management, 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 40,000 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,889,200.

    13F-HR 0001398344-25-002426 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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