Impax Asset Management Group plc: LRCX position timeline

Impax Asset Management Group plc held 66,443 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 66,443 shares

   Change vs previous 13F -2,633 shares

   0.19% of the 13F portfolio, value $28,791,745.

   13F-HR 0001749768-26-000004 filed by Impax Asset Management Group plc
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 69,076 shares

   Change vs previous 13F +24,896 shares

   0.1% of the 13F portfolio, value $14,758,778.

   13F-HR 0001749768-26-000002 filed by Impax Asset Management Group plc
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 44,180 shares

   Change vs previous 13F +31,667 shares

   0.05% of the 13F portfolio, value $7,562,732.

   13F-HR 0001749768-26-000001 filed by Impax Asset Management Group plc
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,513 shares

   Change vs previous 13F -300 shares

   0.01% of the 13F portfolio, value $1,675,491.

   13F-HR 0001749768-25-000052 filed by Impax Asset Management Group plc
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,813 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $1,247,217.

   13F-HR 0001749768-25-000049 filed by Impax Asset Management Group plc
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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