Barclays’s Lam Research LRCX Stock Holding History

Barclays’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 Q1	$38.3M	Buy	179,300 +135,100	+306%	+$30.2M	0.01%	824
2025 Q4	$7.57M	Sell	44,200 -80,000	-64%	-$12.4M	﹤0.01%	1898
2025 Q3	$16.6M	Buy	124,200 +78,600	+172%	+$8.32M	﹤0.01%	1338
2025 Q2	$4.44M	Sell	45,600 -30,100	-40%	-$2.39M	﹤0.01%	2230
2025 Q1	$5.5M	Buy	75,700 +40,000	+112%	+$3.15M	﹤0.01%	1831
2024 Q4	$2.58M	Sell	35,700 -20,300	-36%	-$1.54M	﹤0.01%	2698
2024 Q3	$4.57M	Sell	56,000 -133,000	-70%	-$11.6M	﹤0.01%	2168
2024 Q2	$20.1M	Buy	189,000 +129,350	+217%	+$12.4M	0.01%	931
2024 Q1	$5.8M	Sell	59,650 -151,350	-72%	-$13.3M	﹤0.01%	1756
2023 Q4	$16.5M	Sell	211,000 -289,000	-58%	-$19.7M	0.01%	1158
2023 Q3	$31.3M	Buy	500,000 +394,000	+372%	+$25.9M	0.02%	631
2023 Q2	$6.81M	Sell	106,000 -252,000	-70%	-$14.2M	﹤0.01%	1168
2023 Q1	$19M	Buy	358,000 +304,000	+563%	+$14.9M	0.01%	858
2022 Q4	$2.27M	Buy	+54,000	New	+$2.26M	﹤0.01%	2181
2022 Q3	–	Sell	-64,000	Closed	-$2.73M	–	4993
2022 Q2	$2.73M	Buy	+64,000	New	+$3.05M	﹤0.01%	1648
2022 Q1	–	Sell	-100,000	Closed	-$7.19M	–	5338
2021 Q4	$7.19M	Buy	+100,000	New	+$6.27M	﹤0.01%	1462
2021 Q1	–	Sell	-62,000	Closed	-$2.93M	–	4984
2020 Q4	$2.93M	Hold	62,000	–	–	﹤0.01%	1945
2020 Q3	$2.06M	Hold	62,000	–	–	﹤0.01%	2074
2020 Q2	$2M	Sell	62,000 -376,000	-86%	-$10.3M	﹤0.01%	2127
2020 Q1	$10.5M	Sell	438,000 -403,000	-48%	-$11.6M	0.01%	962
2019 Q4	$24.6M	Sell	841,000 -169,000	-17%	-$4.49M	0.01%	841
2019 Q3	$23.3M	Sell	1,010,000 -219,000	-18%	-$4.6M	0.01%	794
2019 Q2	$23.1M	Buy	1,229,000 +506,000	+70%	+$9.6M	0.01%	840
2019 Q1	$12.9M	Sell	723,000 -95,000	-12%	-$1.59M	0.01%	1075
2018 Q4	$11.1M	Sell	818,000 -351,000	-30%	-$5.03M	0.01%	1088
2018 Q3	$17.7M	Sell	1,169,000 -459,000	-28%	-$7.84M	0.01%	924
2018 Q2	$28.1M	Buy	1,628,000 +1,051,000	+182%	+$20.2M	0.02%	616
2018 Q1	$11.7M	Sell	577,000 -38,000	-6%	-$753K	0.01%	1096
2017 Q4	$11.3M	Sell	615,000 -452,000	-42%	-$8.88M	0.01%	1121
2017 Q3	$19.7M	Buy	1,067,000 +847,000	+385%	+$13.7M	0.02%	679
2017 Q2	$3.11M	Buy	220,000 +113,000	+106%	+$1.66M	﹤0.01%	1851
2017 Q1	$1.37M	Sell	107,000 -9,000	-8%	-$106K	﹤0.01%	2441
2016 Q4	$1.23M	Sell	116,000 -83,000	-42%	-$843K	﹤0.01%	2558
2016 Q3	$1.89M	Sell	199,000 -183,000	-48%	-$1.67M	﹤0.01%	2049
2016 Q2	$3.21M	Sell	382,000 -189,000	-33%	-$1.52M	﹤0.01%	1634
2016 Q1	$4.68M	Buy	571,000 +70,000	+14%	+$509K	0.01%	1224
2015 Q4	$3.96M	Sell	501,000 -276,000	-36%	-$2.08M	﹤0.01%	1484
2015 Q3	$5.05M	Buy	777,000 +358,000	+85%	+$2.62M	0.01%	1370
2015 Q2	$3.39M	Sell	419,000 -222,000	-35%	-$1.74M	﹤0.01%	1797
2015 Q1	$4.49M	Sell	641,000 -78,000	-11%	-$617K	0.01%	1650
2014 Q4	$5.68M	Sell	719,000 -2,146,000	-75%	-$16.6M	0.01%	1589
2014 Q3	$21.2M	Buy	2,865,000 +87,000	+3%	+$621K	0.02%	689
2014 Q2	$18.6M	Sell	2,778,000 -313,000	-10%	-$1.87M	0.02%	742
2014 Q1	$17M	Buy	3,091,000 +2,662,160	+621%	+$14.1M	0.02%	794
2013 Q4	$2.32M	Sell	428,840 -923,000	-68%	-$4.86M	﹤0.01%	2510
2013 Q3	$6.89M	Buy	1,351,840 +164,000	+14%	+$802K	0.01%	1430
2013 Q2	$5.27M	Buy	+1,187,840	New	+$5.37M	0.01%	1584

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays's LRCX Position: Q1 2026 in Review

Barclays reduced its Lam Research (LRCX) stake by 19% in Q1 2026, selling an estimated $293M and leaving 5,665,732 shares worth $1.21B. The position accounts for 0.29% of the portfolio, ranked #47.

Barclays first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.37B in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Barclays held 5,665,732 shares of Lam Research worth $1.21B as of Q1 2026.
Barclays sold 1,312,219 Lam Research shares in Q1 2026, an estimated $293M.
Lam Research made up 0.29% of Barclays's portfolio in Q1 2026, its #47 holding.
Barclays first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
Barclays's Lam Research position peaked at $1.37B in Q3 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.