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Disclosery

Walker Asset Management, LLC: LRCX position timeline

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

Walker Asset Management, LLC held 4,001 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,001 shares
    Change vs previous 13F +4 shares

    0.87% of the 13F portfolio, value $1,733,782.

    13F-HR 0001214659-26-008409 filed by Walker 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 3,997 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $853,971.

    13F-HR 0001214659-26-005033 filed by Walker 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 3,992 shares
    Change vs previous 13F +107 shares

    0.37% of the 13F portfolio, value $683,296.

    13F-HR 0001214659-26-000534 filed by Walker Asset 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 3,885 shares
    Change vs previous 13F +9 shares

    0.29% of the 13F portfolio, value $520,163.

    13F-HR 0001214659-25-014909 filed by Walker Asset 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 3,876 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $377,276.

    13F-HR 0001214659-25-010498 filed by Walker Asset 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 3,862 shares
    Change vs previous 13F +281 shares

    0.17% of the 13F portfolio, value $280,751.

    13F-HR 0001214659-25-005873 filed by Walker Asset 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 3,581 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $258,656.

    13F-HR 0001214659-25-000596 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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