MTM Investment Management, LLC: LRCX position timeline

MTM Investment Management, LLC held 3,453 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 3,453 shares

   Change vs previous 13F +16 shares

   0.43% of the 13F portfolio, value $1,496,288.

   13F-HR 0001398344-26-013346 filed by MTM Investment Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,437 shares

   Change vs previous 13F +132 shares

   0.23% of the 13F portfolio, value $734,349.

   13F-HR 0001398344-26-008606 filed by MTM Investment Management, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,305 shares

   Change vs previous 13F +186 shares

   0.18% of the 13F portfolio, value $565,750.

   13F-HR 0001398344-26-002527 filed by MTM Investment Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,119 shares

   Change vs previous 13F +109 shares

   0.13% of the 13F portfolio, value $417,634.

   13F-HR 0001398344-25-020204 filed by MTM Investment Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,010 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $292,993.

   13F-HR 0001398344-25-014865 filed by MTM Investment Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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