Adage Capital Partners’s Lam Research LRCX Stock Holding History

Adage Capital Partners’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514M	Buy	1,185,720 +27,600	+2%	+$8.38M	0.72%	18
2026 Q1	$247M	Sell	1,158,120 -133,500	-10%	-$29.8M	0.38%	48
2025 Q4	$221M	Sell	1,291,620 -105,700	-8%	-$16.4M	0.33%	49
2025 Q3	$187M	Sell	1,397,320 -10,600	-0.8%	-$1.12M	0.3%	54
2025 Q2	$137M	Sell	1,407,920 -4,100	-0.3%	-$325K	0.23%	82
2025 Q1	$103M	Buy	1,412,020 +30,900	+2%	+$2.43M	0.19%	105
2024 Q4	$99.8M	Sell	1,381,120 -9,440	-0.7%	-$716K	0.17%	111
2024 Q3	$113M	Sell	1,390,560 -75,000	-5%	-$6.52M	0.2%	95
2024 Q2	$156M	Sell	1,465,560 -23,000	-2%	-$2.21M	0.29%	60
2024 Q1	$145M	Sell	1,488,560 -443,000	-23%	-$39M	0.27%	68
2023 Q4	$151M	Buy	1,931,560 +193,730	+11%	+$13.2M	0.31%	62
2023 Q3	$109M	Sell	1,737,830 -628,000	-27%	-$41.3M	0.25%	90
2023 Q2	$152M	Sell	2,365,830 -10,100	-0.4%	-$569K	0.33%	64
2023 Q1	$126M	Sell	2,375,930 -671,920	-22%	-$33M	0.28%	85
2022 Q4	$128M	Buy	3,047,850 +1,016,000	+50%	+$42.5M	0.31%	69
2022 Q3	$74.4M	Sell	2,031,850 -835,850	-29%	-$37.2M	0.18%	125
2022 Q2	$122M	Sell	2,867,700 -917,000	-24%	-$43.7M	0.28%	70
2022 Q1	$203M	Buy	3,784,700 +856,000	+29%	+$49.8M	0.39%	49
2021 Q4	$211M	Buy	2,928,700 +628,000	+27%	+$39.4M	0.38%	55
2021 Q3	$131M	Sell	2,300,700 -382,000	-14%	-$23.2M	0.26%	81
2021 Q2	$175M	Buy	2,682,700 +63,000	+2%	+$3.98M	0.34%	60
2021 Q1	$156M	Sell	2,619,700 -110,000	-4%	-$5.99M	0.32%	65
2020 Q4	$129M	Sell	2,729,700 -445,000	-14%	-$18.7M	0.28%	78
2020 Q3	$105M	Sell	3,174,700 -314,340	-9%	-$10.8M	0.26%	80
2020 Q2	$113M	Sell	3,489,040 -334,000	-9%	-$9.11M	0.29%	75
2020 Q1	$91.8M	Buy	3,823,040 +29,260	+0.8%	+$842K	0.27%	87
2019 Q4	$111M	Sell	3,793,780 -810,000	-18%	-$21.5M	0.27%	92
2019 Q3	$106M	Sell	4,603,780 -684,000	-13%	-$14.4M	0.26%	91
2019 Q2	$99.3M	Sell	5,287,780 -949,000	-15%	-$18M	0.25%	109
2019 Q1	$112M	Sell	6,236,780 -1,071,000	-15%	-$17.9M	0.28%	90
2018 Q4	$99.5M	Buy	7,307,780 +729,690	+11%	+$10.5M	0.28%	100
2018 Q3	$99.8M	Buy	6,578,090 +1,769,330	+37%	+$30.2M	0.22%	116
2018 Q2	$83.1M	Buy	4,808,760 +38,000	+0.8%	+$732K	0.19%	136
2018 Q1	$96.9M	Buy	4,770,760 +314,000	+7%	+$6.22M	0.23%	119
2017 Q4	$82M	Buy	4,456,760 +62,000	+1%	+$1.22M	0.19%	140
2017 Q3	$81.3M	Sell	4,394,760 -1,953,000	-31%	-$31.7M	0.2%	140
2017 Q2	$89.8M	Sell	6,347,760 -3,925,000	-38%	-$57.6M	0.22%	133
2017 Q1	$132M	Sell	10,272,760 -3,944,380	-28%	-$46.4M	0.33%	77
2016 Q4	$150M	Buy	14,217,140 +8,815,460	+163%	+$89.5M	0.41%	59
2016 Q3	$51.2M	Sell	5,401,680 -441,000	-8%	-$4.01M	0.14%	193
2016 Q2	$49.1M	Buy	5,842,680 +4,481,000	+329%	+$36M	0.13%	190
2016 Q1	$11.2M	Buy	+1,361,680	New	+$9.9M	0.03%	493
2015 Q4	–	Sell	-3,109,090	Closed	-$20.3M	–	726
2015 Q3	$20.3M	Sell	3,109,090 -982,000	-24%	-$7.2M	0.06%	371
2015 Q2	$33.3M	Buy	4,091,090 +910,000	+29%	+$7.15M	0.08%	302
2015 Q1	$22.3M	Sell	3,181,090 -740,000	-19%	-$5.85M	0.05%	397
2014 Q4	$31.1M	Buy	3,921,090 +1,675,090	+75%	+$13M	0.08%	315
2014 Q3	$16.8M	Sell	2,246,000 -526,000	-19%	-$3.75M	0.04%	431
2014 Q2	$18.7M	Sell	2,772,000 -942,020	-25%	-$5.63M	0.05%	410
2014 Q1	$20.4M	Buy	3,714,020 +298,030	+9%	+$1.58M	0.06%	378
2013 Q4	$18.6M	Buy	3,415,990 +105,000	+3%	+$552K	0.05%	411
2013 Q3	$17M	Buy	3,310,990 +650,000	+24%	+$3.18M	0.05%	404
2013 Q2	$11.8M	Buy	+2,660,990	New	+$12M	0.04%	461

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners's LRCX Position: Q2 2026 in Review

Adage Capital Partners increased its Lam Research (LRCX) stake by 2.4% in Q2 2026, buying an estimated $8.38M and bringing the position to 1,185,720 shares worth $514M. The position accounts for 0.72% of the portfolio, ranked #18.

Adage Capital Partners first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Adage Capital Partners held 1,185,720 shares of Lam Research worth $514M as of Q2 2026.
Adage Capital Partners bought 27,600 Lam Research shares in Q2 2026, an estimated $8.38M.
Lam Research made up 0.72% of Adage Capital Partners's portfolio in Q2 2026, its #18 holding.
Adage Capital Partners first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.