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Disclosery

MORGAN STANLEY: LRCX position timeline

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

MORGAN STANLEY held 19,217,787 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,217,787 shares
    Change vs previous 13F +246,665 shares

    0.44% of the 13F portfolio, value $8,327,645,100.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 18,971,122 shares
    Change vs previous 13F -914,885 shares

    0.24% of the 13F portfolio, value $4,053,370,630.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 19,886,007 shares
    Change vs previous 13F +24,492 shares

    0.2% of the 13F portfolio, value $3,404,087,078.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 19,861,515 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,659,457,342.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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