Bessemer Group’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $577M | Buy |
1,330,815
+536,711
| +68% | +$163M | 0.79% | 22 |
|
|
2026
Q1 | $170M | Buy |
794,104
+755,462
| +1,955% | +$169M | 0.27% | 90 |
|
|
2025
Q4 | $6.62M | Buy |
38,642
+8,912
| +30% | +$1.39M | 0.01% | 371 |
|
|
2025
Q3 | $3.98M | Buy |
29,730
+2,359
| +9% | +$250K | 0.01% | 386 |
|
|
2025
Q2 | $2.66M | Sell |
27,371
-6,671
| -20% | -$529K | ﹤0.01% | 429 |
|
|
2025
Q1 | $2.48M | Sell |
34,042
-52,567
| -61% | -$4.14M | ﹤0.01% | 431 |
|
|
2024
Q4 | $6.26M | Sell |
86,609
-644,961
| -88% | -$48.9M | 0.01% | 373 |
|
|
2024
Q3 | $59.7M | Sell |
731,570
-312,120
| -30% | -$27.1M | 0.1% | 176 |
|
|
2024
Q2 | $111M | Sell |
1,043,690
-158,720
| -13% | -$15.2M | 0.2% | 128 |
|
|
2024
Q1 | $117M | Sell |
1,202,410
-387,890
| -24% | -$34.1M | 0.21% | 127 |
|
|
2023
Q4 | $125M | Sell |
1,590,300
-125,250
| -7% | -$8.54M | 0.24% | 113 |
|
|
2023
Q3 | $108M | Sell |
1,715,550
-241,350
| -12% | -$15.9M | 0.24% | 120 |
|
|
2023
Q2 | $126M | Sell |
1,956,900
-70,430
| -3% | -$3.97M | 0.27% | 104 |
|
|
2023
Q1 | $107M | Sell |
2,027,330
-6,510
| -0.3% | -$319K | 0.26% | 122 |
|
|
2022
Q4 | $85.5M | Buy |
2,033,840
+104,920
| +5% | +$4.39M | 0.21% | 139 |
|
|
2022
Q3 | $70.6M | Buy |
1,928,920
+373,680
| +24% | +$16.6M | 0.18% | 145 |
|
|
2022
Q2 | $66.3M | Sell |
1,555,240
-322,500
| -17% | -$15.4M | 0.17% | 149 |
|
|
2022
Q1 | $101M | Sell |
1,877,740
-38,030
| -2% | -$2.21M | 0.21% | 138 |
|
|
2021
Q4 | $138M | Buy |
1,915,770
+20,550
| +1% | +$1.29M | 0.28% | 114 |
|
|
2021
Q3 | $108M | Buy |
1,895,220
+6,800
| +0.4% | +$414K | 0.23% | 141 |
|
|
2021
Q2 | $123M | Buy |
1,888,420
+171,070
| +10% | +$10.8M | 0.27% | 123 |
|
|
2021
Q1 | $102M | Sell |
1,717,350
-3,640
| -0.2% | -$198K | 0.24% | 130 |
|
|
2020
Q4 | $81.3M | Buy |
1,720,990
+1,696,230
| +6,851% | +$71.4M | 0.21% | 129 |
|
|
2020
Q3 | $821K | Sell |
24,760
-36,630
| -60% | -$1.26M | ﹤0.01% | 440 |
|
|
2020
Q2 | $1.99M | Buy |
61,390
+50,970
| +489% | +$1.39M | 0.01% | 486 |
|
|
2020
Q1 | $250K | Sell |
10,420
-21,280
| -67% | -$613K | ﹤0.01% | 943 |
|
|
2019
Q4 | $927K | Buy |
31,700
+2,350
| +8% | +$62.4K | ﹤0.01% | 757 |
|
|
2019
Q3 | $678K | Buy |
29,350
+13,380
| +84% | +$281K | ﹤0.01% | 794 |
|
|
2019
Q2 | $300K | Buy |
15,970
+5,670
| +55% | +$108K | ﹤0.01% | 989 |
|
|
2019
Q1 | $185K | Buy |
10,300
+1,030
| +11% | +$17.2K | ﹤0.01% | 1003 |
|
|
2018
Q4 | $126K | Buy |
9,270
+2,040
| +28% | +$29.2K | ﹤0.01% | 1096 |
|
|
2018
Q3 | $109K | Buy |
7,230
+120
| +2% | +$2.05K | ﹤0.01% | 1109 |
|
|
2018
Q2 | $123K | Buy |
7,110
+310
| +5% | +$5.97K | ﹤0.01% | 1066 |
|
|
2018
Q1 | $139K | Hold |
6,800
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q4 | $125K | Sell |
6,800
-15,440
| -69% | -$303K | ﹤0.01% | 1102 |
|
|
2017
Q3 | $412K | Sell |
22,240
-990
| -4% | -$16.1K | ﹤0.01% | 888 |
|
|
2017
Q2 | $328K | Buy |
23,230
+9,580
| +70% | +$140K | ﹤0.01% | 957 |
|
|
2017
Q1 | $175K | Buy |
13,650
+12,460
| +1,047% | +$146K | ﹤0.01% | 1118 |
|
|
2016
Q4 | $13K | Buy |
1,190
+150
| +14% | +$1.52K | ﹤0.01% | 1594 |
|
|
2016
Q3 | $10K | Buy |
+1,040
| New | +$9.46K | ﹤0.01% | 1524 |
|
|
2016
Q2 | – | Sell |
-125,000
| Closed | -$1.03M | – | 1385 |
|
|
2016
Q1 | $1.03M | Buy |
+125,000
| New | +$909K | 0.01% | 461 |
|
|
2015
Q4 | – | Sell |
-690
| Closed | -$5K | – | 1663 |
|
|
2015
Q3 | $5K | Buy |
+690
| New | +$5.06K | ﹤0.01% | 1333 |
|
|
2015
Q1 | – | Sell |
-6,670
| Closed | -$53K | – | 1536 |
|
|
2014
Q4 | $53K | Buy |
6,670
+3,670
| +122% | +$28.5K | ﹤0.01% | 923 |
|
|
2014
Q3 | $22K | Buy |
+3,000
| New | +$21.4K | ﹤0.01% | 1000 |
|
|
2014
Q2 | – | Sell |
-2,850
| Closed | -$16K | – | 1445 |
|
|
2014
Q1 | $16K | Sell |
2,850
-17,970
| -86% | -$95.5K | ﹤0.01% | 1022 |
|
|
2013
Q4 | $114K | Buy |
20,820
+17,000
| +445% | +$89.4K | ﹤0.01% | 718 |
|
|
2013
Q3 | $20K | Buy |
3,820
+970
| +34% | +$4.74K | ﹤0.01% | 953 |
|
|
2013
Q2 | $13K | Buy |
+2,850
| New | +$12.9K | ﹤0.01% | 993 |
|
Other funds holding LRCX
Bessemer Group's LRCX Position: Q2 2026 in Review
Bessemer Group increased its Lam Research (LRCX) stake by 68% in Q2 2026, buying an estimated $163M and bringing the position to 1,330,815 shares worth $577M. The position accounts for 0.79% of the portfolio, ranked #22.
Bessemer Group first reported a position in LRCX in Q2 2013 and has held it in 48 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Bessemer Group held 1,330,815 shares of Lam Research worth $577M as of Q2 2026.
- Bessemer Group bought 536,711 Lam Research shares in Q2 2026, an estimated $163M.
- Lam Research made up 0.79% of Bessemer Group's portfolio in Q2 2026, its #22 holding.
- Bessemer Group first reported a position in Lam Research in Q2 2013 and has held it in 48 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.