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Segment Wealth Management, LLC: LRCX position timeline

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

Segment Wealth Management, LLC held 12,070 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,070 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $5,230,293.

    13F-HR 0001575581-26-000003 filed by Segment Wealth 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 12,070 shares
    Change vs previous 13F +697 shares

    0.15% of the 13F portfolio, value $2,578,876.

    13F-HR 0001575581-26-000002 filed by Segment Wealth 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 11,373 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $1,946,830.

    13F-HR 0001575581-26-000001 filed by Segment Wealth 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 11,370 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,522,443.

    13F-HR 0001575581-25-000003 filed by Segment Wealth 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 11,370 shares
    Change vs previous 13F -9,040 shares

    0.07% of the 13F portfolio, value $1,106,756.

    13F-HR 0001085146-25-003996 filed by Segment Wealth 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 20,410 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $1,483,807.

    13F-HR 0001085146-25-002215 filed by Segment Wealth 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 20,450 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,477,104.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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