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Disclosery

Taylor Hoffman Capital Management LLC: LRCX position timeline

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

Taylor Hoffman Capital Management LLC held 86,261 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,261 shares
    Change vs previous 13F -1,781 shares

    9.08% of the 13F portfolio, value $37,379,485.

    13F-HR 0002042493-26-000003 filed by Taylor Hoffman Capital 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 88,042 shares
    Change vs previous 13F -5,816 shares

    5.8% of the 13F portfolio, value $18,811,056.

    13F-HR 0002042493-26-000002 filed by Taylor Hoffman Capital 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 93,858 shares
    Change vs previous 13F -1,387 shares

    4.88% of the 13F portfolio, value $16,066,614.

    13F-HR 0002042493-26-000001 filed by Taylor Hoffman Capital 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 95,245 shares
    Change vs previous 13F +300 shares

    4.02% of the 13F portfolio, value $12,753,306.

    13F-HR 0002042493-25-000002 filed by Taylor Hoffman Capital 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 94,945 shares
    Change vs previous 13F +2,175 shares

    3.16% of the 13F portfolio, value $9,241,946.

    13F-HR 0001085146-25-003690 filed by Taylor Hoffman Capital 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 92,770 shares
    Change vs previous 13F +970 shares

    2.5% of the 13F portfolio, value $6,756,439.

    13F-HR 0001085146-25-002994 filed by Taylor Hoffman Capital 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 91,800 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $6,630,714.

    13F-HR 0001085146-25-001732 filed by Taylor Hoffman Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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