de Morgan Stanley 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 8328 M | Comprar |
19,217,787
+246,665
| +1% | +USD 74.9 M | 0.44% | 34 |
|
|
2026
Q1 | USD 4053 M | Vender |
18,971,122
-914,885
| -5% | -USD 205 M | 0.24% | 67 |
|
|
2025
Q4 | USD 3404 M | Comprar |
19,886,007
+24,492
| +0.1% | +USD 3.81 M | 0.2% | 83 |
|
|
2025
Q3 | USD 2659 M | Comprar |
19,861,515
+797,876
| +4% | +USD 84.5 M | 0.16% | 108 |
|
|
2025
Q2 | USD 1856 M | Vender |
19,063,639
-1,288,845
| -6% | -USD 102 M | 0.12% | 151 |
|
|
2025
Q1 | USD 1480 M | Vender |
20,352,484
-953,742
| -4% | -USD 75.1 M | 0.11% | 174 |
|
|
2024
Q4 | USD 1539 M | Comprar |
21,306,226
+264,346
| +1% | +USD 20.1 M | 0.11% | 163 |
|
|
2024
Q3 | USD 1717 M | Comprar |
21,041,880
+486,280
| +2% | +USD 42.3 M | 0.12% | 147 |
|
|
2024
Q2 | USD 2189 M | Comprar |
20,555,600
+1,438,760
| +8% | +USD 138 M | 0.17% | 109 |
|
|
2024
Q1 | USD 1857 M | Comprar |
19,116,840
+798,200
| +4% | +USD 70.2 M | 0.15% | 129 |
|
|
2023
Q4 | USD 1435 M | Vender |
18,318,640
-260,540
| -1% | -USD 17.8 M | 0.13% | 148 |
|
|
2023
Q3 | USD 1164 M | Comprar |
18,579,180
+568,240
| +3% | +USD 37.3 M | 0.12% | 161 |
|
|
2023
Q2 | USD 1158 M | Comprar |
18,010,940
+998,710
| +6% | +USD 56.3 M | 0.11% | 172 |
|
|
2023
Q1 | USD 902 M | Comprar |
17,012,230
+501,390
| +3% | +USD 24.6 M | 0.1% | 211 |
|
|
2022
Q4 | USD 694 M | Comprar |
16,510,840
+4,259,180
| +35% | +USD 178 M | 0.08% | 250 |
|
|
2022
Q3 | USD 448 M | Vender |
12,251,660
-54,850
| -0.4% | -USD 2.44 M | 0.06% | 301 |
|
|
2022
Q2 | USD 524 M | Comprar |
12,306,510
+5,560,570
| +82% | +USD 265 M | 0.07% | 276 |
|
|
2022
Q1 | USD 363 M | Vender |
6,745,940
-5,451,330
| -45% | -USD 317 M | 0.05% | 351 |
|
|
2021
Q4 | USD 877 M | Comprar |
12,197,270
+1,879,730
| +18% | +USD 118 M | 0.11% | 188 |
|
|
2021
Q3 | USD 587 M | Comprar |
10,317,540
+803,200
| +8% | +USD 48.9 M | 0.08% | 235 |
|
|
2021
Q2 | USD 619 M | Comprar |
9,514,340
+2,743,060
| +41% | +USD 173 M | 0.08% | 219 |
|
|
2021
Q1 | USD 403 M | Comprar |
6,771,280
+57,610
| +0.9% | +USD 3.14 M | 0.06% | 286 |
|
|
2020
Q4 | USD 317 M | Vender |
6,713,670
-229,240
| -3% | -USD 9.6 M | 0.05% | 332 |
|
|
2020
Q3 | USD 230 M | Comprar |
6,942,910
+3,804,730
| +121% | +USD 131 M | 0.04% | 344 |
|
|
2020
Q2 | USD 102 M | Vender |
3,138,180
-14,670
| -0.5% | -USD 400 k | 0.02% | 548 |
|
|
2020
Q1 | USD 75.7 M | Vender |
3,152,850
-622,640
| -16% | -USD 17.9 M | 0.02% | 574 |
|
|
2019
Q4 | USD 110 M | Vender |
3,775,490
-3,747,500
| -50% | -USD 100 M | 0.03% | 570 |
|
|
2019
Q3 | USD 174 M | Vender |
7,522,990
-1,100,460
| -13% | -USD 23.1 M | 0.05% | 373 |
|
|
2019
Q2 | USD 162 M | Vender |
8,623,450
-3,465,500
| -29% | -USD 65.8 M | 0.04% | 400 |
|
|
2019
Q1 | USD 216 M | Vender |
12,088,950
-12,548,660
| -51% | -USD 209 M | 0.06% | 312 |
|
|
2018
Q4 | USD 335 M | Comprar |
24,637,610
+13,359,600
| +118% | +USD 191 M | 0.1% | 206 |
|
|
2018
Q3 | USD 171 M | Vender |
11,278,010
-4,023,190
| -26% | -USD 68.7 M | 0.04% | 400 |
|
|
2018
Q2 | USD 264 M | Comprar |
15,301,200
+9,954,400
| +186% | +USD 192 M | 0.07% | 273 |
|
|
2018
Q1 | USD 109 M | Vender |
5,346,800
-2,530,680
| -32% | -USD 50.1 M | 0.03% | 547 |
|
|
2017
Q4 | USD 145 M | Comprar |
7,877,480
+1,260,710
| +19% | +USD 24.8 M | 0.04% | 453 |
|
|
2017
Q3 | USD 122 M | Vender |
6,616,770
-6,172,210
| -48% | -USD 100 M | 0.04% | 472 |
|
|
2017
Q2 | USD 181 M | Comprar |
12,788,980
+7,001,860
| +121% | +USD 103 M | 0.05% | 359 |
|
|
2017
Q1 | USD 74.3 M | Comprar |
5,787,120
+169,130
| +3% | +USD 1.99 M | 0.02% | 707 |
|
|
2016
Q4 | USD 59.4 M | Comprar |
5,617,990
+1,784,680
| +47% | +USD 18.1 M | 0.02% | 780 |
|
|
2016
Q3 | USD 36.3 M | Comprar |
3,833,310
+2,075,800
| +118% | +USD 18.9 M | 0.01% | 1042 |
|
|
2016
Q2 | USD 14.8 M | Comprar |
1,757,510
+696,100
| +66% | +USD 5.59 M | 0.01% | 1662 |
|
|
2016
Q1 | USD 8.77 M | Vender |
1,061,410
-1,058,110
| -50% | -USD 7.7 M | ﹤0.01% | 1972 |
|
|
2015
Q4 | USD 16.8 M | Vender |
2,119,520
-2,514,890
| -54% | -USD 18.9 M | 0.01% | 1541 |
|
|
2015
Q3 | USD 30.3 M | Vender |
4,634,410
-363,420
| -7% | -USD 2.66 M | 0.01% | 1089 |
|
|
2015
Q2 | USD 40.7 M | Vender |
4,997,830
-1,913,760
| -28% | -USD 15 M | 0.01% | 987 |
|
|
2015
Q1 | USD 48.5 M | Comprar |
6,911,590
+459,610
| +7% | +USD 3.63 M | 0.02% | 873 |
|
|
2014
Q4 | USD 51.2 M | Comprar |
6,451,980
+4,304,410
| +200% | +USD 33.4 M | 0.02% | 845 |
|
|
2014
Q3 | USD 16 M | Vender |
2,147,570
-1,023,880
| -32% | -USD 7.3 M | 0.01% | 1613 |
|
|
2014
Q2 | USD 21.4 M | Comprar |
3,171,450
+897,900
| +39% | +USD 5.36 M | 0.01% | 1380 |
|
|
2014
Q1 | USD 12.5 M | Vender |
2,273,550
-336,420
| -13% | -USD 1.79 M | 0.01% | 1773 |
|
|
2013
Q4 | USD 14.2 M | Comprar |
2,609,970
+314,840
| +14% | +USD 1.66 M | 0.01% | 1627 |
|
|
2013
Q3 | USD 11.8 M | Comprar |
2,295,130
+11,440
| +0.5% | +USD 55.9 k | 0.01% | 1647 |
|
|
2013
Q2 | USD 10.1 M | Comprar |
+2,283,690
| Nuevas | +USD 10.3 M | 0.01% | 1697 |
|
Otros fondos que tienen LRCX en su cartera
Posición de Morgan Stanley en LRCX: resumen de T2 2026
Morgan Stanley aumentó su participación en Lam Research (LRCX) en 1.3% durante T2 2026, al comprar aproximadamente USD 74.9 M y elevar la posición a 19,217,787 acciones con un valor de USD 8328 M. La posición representa 0.44% de la cartera y ocupa el puesto #34.
Morgan Stanley reportó por primera vez una posición en LRCX en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 3,153 fondos que sigue Wall St. Rank mantienen una posición en LRCX.
- Al cierre de T2 2026, Morgan Stanley tenía 19,217,787 acciones de Lam Research con un valor de USD 8328 M.
- Morgan Stanley compró 246,665 acciones de Lam Research en T2 2026, por un monto estimado de USD 74.9 M.
- Lam Research representó 0.44% de la cartera de Morgan Stanley en T2 2026 y fue su posición número 34.
- Morgan Stanley reportó por primera vez una posición en Lam Research en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 3,153 fondos que sigue Wall St. Rank tenían Lam Research en cartera.
Según el Informe 13F de Morgan Stanley correspondiente a T2 2026, presentado el 13 ago 2026.