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Disclosery

AXA S.A.: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXA S.A. on LRCX, newest first. How the timeline and the estimate are built.

AXA S.A. held 998 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 998 shares
    Change vs previous 13F -382 shares

    2.74% of the 13F portfolio, value $2,516,721.

    13F-HR 0000898427-26-000006 filed by AXA S.A.
    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 1,380 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $294,851.

    13F-HR 0000898427-26-000003 filed by AXA S.A.
    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 1,380 shares
    Change vs previous 13F +1,380 shares

    0.11% of the 13F portfolio, value $236,228.

    13F-HR 0000898427-26-000002 filed by AXA S.A.
    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 0 shares
    Change vs previous 13F -793,787 shares

    13F-HR 0000898427-25-000028 filed by AXA S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 793,787 shares
    Change vs previous 13F +163,970 shares

    0.22% of the 13F portfolio, value $77,267,227.

    13F-HR 0000898427-25-000018 filed by AXA S.A.
    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 629,817 shares
    Change vs previous 13F +77,585 shares

    0.15% of the 13F portfolio, value $45,787,696.

    13F-HR 0000898427-25-000009 filed by AXA S.A.
    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 552,232 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $39,887,717.

    13F-HR 0000898427-25-000001 filed by AXA S.A.
    Filed (acceptance time not in the bulk data set), ingested

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