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	$21.7M	Sell	101,500 -335,000	-77%	-$74.9M	0.01%	1061
2025 Q4	$74.7M	Sell	436,500 -42,700	-9%	-$6.64M	0.02%	608
2025 Q3	$64.2M	Buy	479,200 +163,300	+52%	+$17.3M	0.01%	654
2025 Q2	$30.7M	Buy	315,900 +204,600	+184%	+$16.2M	0.01%	912
2025 Q1	$8.09M	Sell	111,300 -34,700	-24%	-$2.73M	﹤0.01%	1558
2024 Q4	$10.5M	Sell	146,000 -175,000	-55%	-$13.3M	﹤0.01%	1534
2024 Q3	$26.2M	Buy	+321,000	New	+$27.9M	0.01%	930
2024 Q2	–	Sell	-89,000	Closed	-$8.65M	–	5123
2024 Q1	$8.65M	Sell	89,000 -456,000	-84%	-$40.1M	﹤0.01%	1498
2023 Q4	$42.7M	Buy	+545,000	New	+$37.1M	0.02%	746
2023 Q2	–	Sell	-549,000	Closed	-$29.1M	–	4844
2023 Q1	$29.1M	Sell	549,000 -190,000	-26%	-$9.32M	0.01%	692
2022 Q4	$31.1M	Buy	+739,000	New	+$30.9M	0.01%	688
2022 Q1	–	Sell	-456,000	Closed	-$32.8M	–	5339
2021 Q4	$32.8M	Buy	456,000 +358,000	+365%	+$22.4M	0.01%	739
2021 Q3	$5.58M	Buy	98,000 +50,000	+104%	+$3.04M	﹤0.01%	1552
2021 Q2	$3.12M	Sell	48,000 -250,000	-84%	-$15.8M	﹤0.01%	1882
2021 Q1	$17.7M	Buy	298,000 +114,000	+62%	+$6.21M	0.01%	843
2020 Q4	$8.69M	Hold	184,000	–	–	﹤0.01%	1225
2020 Q3	$6.1M	Hold	184,000	–	–	﹤0.01%	1285
2020 Q2	$5.95M	Sell	184,000 -1,037,000	-85%	-$28.3M	﹤0.01%	1245
2020 Q1	$29.3M	Sell	1,221,000 -612,000	-33%	-$17.6M	0.02%	492
2019 Q4	$53.6M	Buy	1,833,000 +376,000	+26%	+$9.98M	0.03%	482
2019 Q3	$33.7M	Sell	1,457,000 -2,536,000	-64%	-$53.2M	0.02%	616
2019 Q2	$75M	Buy	3,993,000 +2,424,000	+154%	+$46M	0.05%	348
2019 Q1	$28.1M	Buy	1,569,000 +1,060,000	+208%	+$17.7M	0.02%	677
2018 Q4	$6.93M	Sell	509,000 -712,000	-58%	-$10.2M	0.01%	1371
2018 Q3	$18.5M	Sell	1,221,000 -97,000	-7%	-$1.66M	0.01%	899
2018 Q2	$22.8M	Buy	1,318,000 +819,000	+164%	+$15.8M	0.02%	724
2018 Q1	$10.1M	Sell	499,000 -460,000	-48%	-$9.11M	0.01%	1175
2017 Q4	$17.7M	Buy	959,000 +223,000	+30%	+$4.38M	0.01%	872
2017 Q3	$13.6M	Buy	736,000 +427,000	+138%	+$6.93M	0.01%	862
2017 Q2	$4.37M	Buy	309,000 +135,000	+78%	+$1.98M	﹤0.01%	1573
2017 Q1	$2.23M	Sell	174,000 -716,000	-80%	-$8.42M	﹤0.01%	1985
2016 Q4	$9.41M	Buy	890,000 +225,000	+34%	+$2.29M	0.01%	973
2016 Q3	$6.3M	Sell	665,000 -849,000	-56%	-$7.72M	0.01%	1134
2016 Q2	$12.7M	Buy	1,514,000 +173,000	+13%	+$1.39M	0.02%	719
2016 Q1	$11M	Sell	1,341,000 -1,178,000	-47%	-$8.57M	0.02%	712
2015 Q4	$19.9M	Buy	2,519,000 +1,153,000	+84%	+$8.67M	0.02%	567
2015 Q3	$8.88M	Buy	1,366,000 +795,000	+139%	+$5.83M	0.01%	1011
2015 Q2	$4.63M	Sell	571,000 -1,182,000	-67%	-$9.28M	0.01%	1546
2015 Q1	$12.3M	Buy	1,753,000 +183,000	+12%	+$1.45M	0.01%	958
2014 Q4	$12.4M	Sell	1,570,000 -1,976,000	-56%	-$15.3M	0.01%	1045
2014 Q3	$26.2M	Buy	3,546,000 +1,244,000	+54%	+$8.87M	0.03%	591
2014 Q2	$15.4M	Buy	2,302,000 +1,096,000	+91%	+$6.55M	0.02%	850
2014 Q1	$6.63M	Buy	1,206,000 +936,000	+347%	+$4.97M	0.01%	1494
2013 Q4	$1.46M	Sell	270,000 -118,000	-30%	-$621K	﹤0.01%	2988
2013 Q3	$1.98M	Buy	388,000 +212,000	+120%	+$1.04M	﹤0.01%	2590
2013 Q2	$780K	Buy	+176,000	New	+$796K	﹤0.01%	3698

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.