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Disclosery

MWA Asset Management: LRCX position timeline

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

MWA Asset Management held 19,405 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,405 shares
    Change vs previous 13F -3,274 shares

    3.8% of the 13F portfolio, value $8,408,708.

    13F-HR 0001903058-26-000007 filed by MWA Asset 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/A 22,679 shares
    Change vs previous 13F -5,224 shares

    2.65% of the 13F portfolio, value $4,845,880.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset 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 27,903 shares
    Change vs previous 13F -2,530 shares

    2.66% of the 13F portfolio, value $4,776,351.

    13F-HR 0001903058-26-000001 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,433 shares
    Change vs previous 13F +941 shares

    2.25% of the 13F portfolio, value $4,075,021.

    13F-HR 0001903058-25-000005 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,492 shares
    Change vs previous 13F +6,187 shares

    1.76% of the 13F portfolio, value $2,870,713.

    13F-HR 0001085146-25-004939 filed by MWA Asset Management
    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 23,305 shares
    Change vs previous 13F +5,484 shares

    1.18% of the 13F portfolio, value $1,694,298.

    13F-HR 0001085146-25-002878 filed by MWA Asset Management
    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 17,821 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,287,172.

    13F-HR 0001085146-25-000545 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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