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Quantum Portfolio Management LLC: LRCX position timeline

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

Quantum Portfolio Management LLC held 8,926 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,926 shares
    Change vs previous 13F +60 shares

    1.39% of the 13F portfolio, value $3,867,904.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio 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/A 8,866 shares
    Change vs previous 13F -20 shares

    0.83% of the 13F portfolio, value $1,894,310.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio 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 8,886 shares
    Change vs previous 13F -4,448 shares

    0.67% of the 13F portfolio, value $1,521,105.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio 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 13,334 shares
    Change vs previous 13F +4,586 shares

    0.53% of the 13F portfolio, value $1,785,423.

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio 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 8,748 shares
    Change vs previous 13F +3,802 shares

    0.41% of the 13F portfolio, value $851,530.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio 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 4,946 shares
    Change vs previous 13F -3,779 shares

    0.18% of the 13F portfolio, value $359,574.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio 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 8,725 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $630,207.

    13F-HR 0001172661-25-000338 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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