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NICHOLAS COMPANY, INC.: LRCX position timeline

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

NICHOLAS COMPANY, INC. held 159,717 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,717 shares
    Change vs previous 13F -91,865 shares

    1.27% of the 13F portfolio, value $69,210,168.

    13F-HR 0000903949-26-000004 filed by NICHOLAS COMPANY, INC.
    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 251,582 shares
    Change vs previous 13F -69,510 shares

    1.05% of the 13F portfolio, value $53,753,010.

    13F-HR 0000903949-26-000003 filed by NICHOLAS COMPANY, INC.
    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 321,092 shares
    Change vs previous 13F -121,448 shares

    0.96% of the 13F portfolio, value $54,964,529.

    13F-HR 0000903949-26-000002 filed by NICHOLAS COMPANY, INC.
    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 442,540 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $59,256,106.

    13F-HR 0000903949-25-000009 filed by NICHOLAS COMPANY, INC.
    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 442,540 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $43,076,844.

    13F-HR 0000903949-25-000006 filed by NICHOLAS COMPANY, INC.
    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 442,540 shares
    Change vs previous 13F -10 shares

    0.56% of the 13F portfolio, value $32,172,658.

    13F-HR 0000903949-25-000003 filed by NICHOLAS COMPANY, INC.
    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 442,550 shares
    Change vs previous 13F +398,295 shares

    0.52% of the 13F portfolio, value $31,965,387.

    13F-HR 0000903949-25-000002 filed by NICHOLAS COMPANY, INC.
    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 44,255 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $36,115,620.

    13F-HR 0000903949-24-000014 filed by NICHOLAS COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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