de Franklin Resources Lam Research LRCX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 5662 M | Comprar |
13,065,549
+1,272,030
| +11% | +USD 386 M | 1.23% | 9 |
|
|
2026
Q1 | USD 2520 M | Comprar |
11,793,519
+1,682,959
| +17% | +USD 376 M | 0.62% | 32 |
|
|
2025
Q4 | USD 1731 M | Comprar |
10,110,560
+3,671,073
| +57% | +USD 571 M | 0.42% | 44 |
|
|
2025
Q3 | USD 862 M | Comprar |
6,439,487
+80,126
| +1% | +USD 8.48 M | 0.22% | 104 |
|
|
2025
Q2 | USD 619 M | Comprar |
6,359,361
+66,220
| +1% | +USD 5.25 M | 0.16% | 140 |
|
|
2025
Q1 | USD 458 M | Comprar |
6,293,141
+23,905
| +0.4% | +USD 1.88 M | 0.13% | 169 |
|
|
2024
Q4 | USD 453 M | Comprar |
+6,269,236
| Nuevas | +USD 476 M | 0.13% | 173 |
|
|
2024
Q3 | – | Vender |
-10,464,290
| Cerradas | -USD 1114 M | – | 2978 |
|
|
2024
Q2 | USD 1114 M | Comprar |
10,464,290
+149,530
| +1% | +USD 14.3 M | 0.34% | 71 |
|
|
2024
Q1 | USD 1002 M | Comprar |
10,314,760
+749,280
| +8% | +USD 65.9 M | 0.32% | 75 |
|
|
2023
Q4 | USD 749 M | Vender |
9,565,480
-12,500
| -0.1% | -USD 852 k | 0.35% | 67 |
|
|
2023
Q3 | USD 600 M | Comprar |
9,577,980
+306,830
| +3% | +USD 20.2 M | 0.31% | 77 |
|
|
2023
Q2 | USD 596 M | Comprar |
9,271,150
+37,720
| +0.4% | +USD 2.13 M | 0.28% | 84 |
|
|
2023
Q1 | USD 489 M | Comprar |
9,233,430
+51,720
| +0.6% | +USD 2.54 M | 0.25% | 102 |
|
|
2022
Q4 | USD 386 M | Vender |
9,181,710
-2,577,330
| -22% | -USD 108 M | 0.2% | 134 |
|
|
2022
Q3 | USD 430 M | Vender |
11,759,040
-9,580
| -0.1% | -USD 426 k | 0.23% | 108 |
|
|
2022
Q2 | USD 502 M | Vender |
11,768,620
-111,000
| -0.9% | -USD 5.28 M | 0.25% | 97 |
|
|
2022
Q1 | USD 639 M | Vender |
11,879,620
-219,420
| -2% | -USD 12.8 M | 0.26% | 92 |
|
|
2021
Q4 | USD 870 M | Comprar |
12,099,040
+170,230
| +1% | +USD 10.7 M | 0.31% | 77 |
|
|
2021
Q3 | USD 679 M | Comprar |
11,928,810
+123,080
| +1% | +USD 7.49 M | 0.26% | 103 |
|
|
2021
Q2 | USD 768 M | Vender |
11,805,730
-518,450
| -4% | -USD 32.7 M | 0.29% | 88 |
|
|
2021
Q1 | USD 734 M | Comprar |
12,324,180
+1,041,370
| +9% | +USD 56.7 M | 0.3% | 87 |
|
|
2020
Q4 | USD 533 M | Comprar |
11,282,810
+544,630
| +5% | +USD 22.9 M | 0.23% | 120 |
|
|
2020
Q3 | USD 356 M | Comprar |
10,738,180
+58,250
| +0.5% | +USD 2.01 M | 0.17% | 155 |
|
|
2020
Q2 | USD 387 M | Comprar |
10,679,930
+875,680
| +9% | +USD 23.9 M | 0.2% | 133 |
|
|
2020
Q1 | USD 235 M | Vender |
9,804,250
-1,672,340
| -15% | -USD 48.2 M | 0.16% | 170 |
|
|
2019
Q4 | USD 336 M | Vender |
11,476,590
-796,670
| -6% | -USD 21.2 M | 0.18% | 149 |
|
|
2019
Q3 | USD 284 M | Vender |
12,273,260
-301,010
| -2% | -USD 6.32 M | 0.15% | 173 |
|
|
2019
Q2 | USD 236 M | Vender |
12,574,270
-1,951,280
| -13% | -USD 37 M | 0.13% | 202 |
|
|
2019
Q1 | USD 260 M | Vender |
14,525,550
-15,458,740
| -52% | -USD 258 M | 0.14% | 200 |
|
|
2018
Q4 | USD 408 M | Vender |
29,984,290
-2,579,340
| -8% | -USD 37 M | 0.25% | 103 |
|
|
2018
Q3 | USD 494 M | Comprar |
32,563,630
+20,012,610
| +159% | +USD 342 M | 0.25% | 111 |
|
|
2018
Q2 | USD 217 M | Comprar |
12,551,020
+405,080
| +3% | +USD 7.8 M | 0.11% | 218 |
|
|
2018
Q1 | USD 247 M | Comprar |
12,145,940
+432,050
| +4% | +USD 8.56 M | 0.13% | 203 |
|
|
2017
Q4 | USD 216 M | Vender |
11,713,890
-463,660
| -4% | -USD 9.11 M | 0.1% | 222 |
|
|
2017
Q3 | USD 225 M | Comprar |
12,177,550
+41,100
| +0.3% | +USD 667 k | 0.11% | 215 |
|
|
2017
Q2 | USD 172 M | Vender |
12,136,450
-1,418,070
| -10% | -USD 20.8 M | 0.09% | 241 |
|
|
2017
Q1 | USD 174 M | Vender |
13,554,520
-1,011,200
| -7% | -USD 11.9 M | 0.09% | 237 |
|
|
2016
Q4 | USD 154 M | Vender |
14,565,720
-418,520
| -3% | -USD 4.25 M | 0.08% | 249 |
|
|
2016
Q3 | USD 142 M | Comprar |
14,984,240
+808,630
| +6% | +USD 7.36 M | 0.07% | 277 |
|
|
2016
Q2 | USD 119 M | Vender |
14,175,610
-180,900
| -1% | -USD 1.45 M | 0.06% | 317 |
|
|
2016
Q1 | USD 119 M | Comprar |
14,356,510
+109,400
| +0.8% | +USD 796 k | 0.06% | 307 |
|
|
2015
Q4 | USD 113 M | Comprar |
14,247,110
+1,087,780
| +8% | +USD 8.18 M | 0.06% | 324 |
|
|
2015
Q3 | USD 86 M | Comprar |
13,159,330
+304,310
| +2% | +USD 2.23 M | 0.04% | 393 |
|
|
2015
Q2 | USD 105 M | Comprar |
12,855,020
+90,500
| +0.7% | +USD 711 k | 0.05% | 380 |
|
|
2015
Q1 | USD 89.7 M | Comprar |
12,764,520
+296,120
| +2% | +USD 2.34 M | 0.04% | 425 |
|
|
2014
Q4 | USD 98.9 M | Vender |
12,468,400
-601,620
| -5% | -USD 4.66 M | 0.04% | 384 |
|
|
2014
Q3 | USD 97.6 M | Vender |
13,070,020
-331,270
| -2% | -USD 2.36 M | 0.04% | 376 |
|
|
2014
Q2 | USD 90.5 M | Vender |
13,401,290
-3,160,710
| -19% | -USD 18.9 M | 0.04% | 413 |
|
|
2014
Q1 | USD 91.1 M | Comprar |
16,562,000
+2,456,960
| +17% | +USD 13.1 M | 0.04% | 399 |
|
|
2013
Q4 | USD 76.8 M | Comprar |
14,105,040
+600,540
| +4% | +USD 3.16 M | 0.04% | 435 |
|
|
2013
Q3 | USD 69.1 M | Comprar |
13,504,500
+9,004,500
| +200% | +USD 44 M | 0.04% | 458 |
|
|
2013
Q2 | USD 20 M | Comprar |
+4,500,000
| Nuevas | +USD 20.3 M | 0.01% | 755 |
|
Otros fondos que tienen LRCX en su cartera
Posición de Franklin Resources en LRCX: resumen de T2 2026
Franklin Resources aumentó su participación en Lam Research (LRCX) en 11% durante T2 2026, al comprar aproximadamente USD 386 M y elevar la posición a 13,065,549 acciones con un valor de USD 5662 M. La posición representa 1.23% de la cartera y ocupa el puesto #9.
Franklin Resources reportó por primera vez una posición en LRCX en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 3,151 fondos que sigue Wall St. Rank mantienen una posición en LRCX.
- Al cierre de T2 2026, Franklin Resources tenía 13,065,549 acciones de Lam Research con un valor de USD 5662 M.
- Franklin Resources compró 1,272,030 acciones de Lam Research en T2 2026, por un monto estimado de USD 386 M.
- Lam Research representó 1.23% de la cartera de Franklin Resources en T2 2026 y fue su posición número 9.
- Franklin Resources reportó por primera vez una posición en Lam Research en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 3,151 fondos que sigue Wall St. Rank tenían Lam Research en cartera.
Según el Informe 13F de Franklin Resources correspondiente a T2 2026, presentado el 13 ago 2026.