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Disclosery

Smith Group Asset Management, LLC: LRCX position timeline

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

Smith Group Asset Management, LLC held 175,747 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 175,747 shares
    Change vs previous 13F +171,610 shares

    3.1% of the 13F portfolio, value $76,156,448.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset 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 4,137 shares
    Change vs previous 13F -118 shares

    0.05% of the 13F portfolio, value $883,911.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset 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 4,255 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $728,371.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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