BNP Paribas Asset Management’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
Q1 | $736M | Buy |
3,444,139
+205,503
| +6% | +$45.9M | 0.85% | 14 |
|
|
2025
Q4 | $555M | Buy |
3,238,636
+697,009
| +27% | +$108M | 0.64% | 20 |
|
|
2025
Q3 | $340M | Buy |
2,541,627
+659,889
| +35% | +$69.9M | 0.88% | 16 |
|
|
2025
Q2 | $183M | Sell |
1,881,738
-2,007,193
| -52% | -$159M | 0.45% | 38 |
|
|
2025
Q1 | $283M | Buy |
3,888,931
+1,253,833
| +48% | +$98.7M | 0.76% | 21 |
|
|
2024
Q4 | $190M | Buy |
2,635,098
+744,388
| +39% | +$56.5M | 0.47% | 36 |
|
|
2024
Q3 | $154M | Buy |
1,890,710
+458,280
| +32% | +$39.8M | 0.38% | 50 |
|
|
2024
Q2 | $153M | Buy |
1,432,430
+68,550
| +5% | +$6.57M | 0.39% | 50 |
|
|
2024
Q1 | $133M | Sell |
1,363,880
-1,323,720
| -49% | -$116M | 0.35% | 58 |
|
|
2023
Q4 | $211M | Buy |
2,687,600
+895,570
| +50% | +$61M | 0.59% | 31 |
|
|
2023
Q3 | $112M | Buy |
1,792,030
+259,040
| +17% | +$17M | 0.34% | 64 |
|
|
2023
Q2 | $98.5M | Buy |
1,532,990
+1,122,810
| +274% | +$63.3M | 0.31% | 78 |
|
|
2023
Q1 | $21.7M | Buy |
410,180
+112,030
| +38% | +$5.5M | 0.08% | 273 |
|
|
2022
Q4 | $12.5M | Buy |
298,150
+77,270
| +35% | +$3.23M | 0.04% | 387 |
|
|
2022
Q3 | $8.08M | Sell |
220,880
-437,530
| -66% | -$19.5M | 0.03% | 444 |
|
|
2022
Q2 | $28.1M | Buy |
658,410
+573,730
| +678% | +$27.3M | 0.11% | 221 |
|
|
2022
Q1 | $4.55M | Buy |
84,680
+6,980
| +9% | +$406K | 0.02% | 547 |
|
|
2021
Q4 | $5.59M | Sell |
77,700
-9,000
| -10% | -$564K | 0.02% | 542 |
|
|
2021
Q3 | $4.93M | Sell |
86,700
-7,240
| -8% | -$440K | 0.02% | 549 |
|
|
2021
Q2 | $6.11M | Buy |
93,940
+7,860
| +9% | +$496K | 0.02% | 519 |
|
|
2021
Q1 | $5.12M | Sell |
86,080
-1,880
| -2% | -$102K | 0.02% | 519 |
|
|
2020
Q4 | $4.15M | Sell |
87,960
-20,330
| -19% | -$855K | 0.02% | 532 |
|
|
2020
Q3 | $3.59M | Sell |
108,290
-380,910
| -78% | -$13.1M | 0.02% | 517 |
|
|
2020
Q2 | $15.8M | Sell |
489,200
-178,560
| -27% | -$4.87M | 0.11% | 229 |
|
|
2020
Q1 | $16M | Buy |
667,760
+27,830
| +4% | +$801K | 0.14% | 198 |
|
|
2019
Q4 | $18.7M | Sell |
639,930
-148,000
| -19% | -$3.93M | 0.13% | 214 |
|
|
2019
Q3 | $18.2M | Buy |
787,930
+19,310
| +3% | +$405K | 0.14% | 201 |
|
|
2019
Q2 | $14.4M | Sell |
768,620
-1,353,410
| -64% | -$25.7M | 0.12% | 232 |
|
|
2019
Q1 | $38M | Sell |
2,122,030
-1,467,850
| -41% | -$24.5M | 0.32% | 69 |
|
|
2018
Q4 | $48.6M | Buy |
3,589,880
+142,590
| +4% | +$2.04M | 0.45% | 44 |
|
|
2018
Q3 | $52.3M | Buy |
3,447,290
+356,360
| +12% | +$6.09M | 0.4% | 55 |
|
|
2018
Q2 | $53.4M | Buy |
3,090,930
+2,159,800
| +232% | +$41.6M | 0.45% | 34 |
|
|
2018
Q1 | $18.9M | Sell |
931,130
-613,630
| -40% | -$12.2M | 0.16% | 167 |
|
|
2017
Q4 | $28.4M | Buy |
1,544,760
+265,600
| +21% | +$5.22M | 0.24% | 99 |
|
|
2017
Q3 | $23.7M | Buy |
1,279,160
+5,640
| +0.4% | +$91.5K | 0.2% | 123 |
|
|
2017
Q2 | $18M | Buy |
1,273,520
+763,790
| +150% | +$11.2M | 0.16% | 163 |
|
|
2017
Q1 | $6.54M | Sell |
509,730
-384,620
| -43% | -$4.52M | 0.06% | 425 |
|
|
2016
Q4 | $9.46M | Buy |
894,350
+747,620
| +510% | +$7.59M | 0.09% | 310 |
|
|
2016
Q3 | $1.39M | Sell |
146,730
-30
| -0% | -$273 | 0.01% | 773 |
|
|
2016
Q2 | $1.23M | Sell |
146,760
-16,410
| -10% | -$132K | 0.01% | 780 |
|
|
2016
Q1 | $1.35M | Buy |
163,170
+14,120
| +9% | +$103K | 0.01% | 754 |
|
|
2015
Q4 | $1.18M | Buy |
149,050
+35,890
| +32% | +$270K | 0.01% | 765 |
|
|
2015
Q3 | $739K | Sell |
113,160
-8,810
| -7% | -$64.6K | 0.01% | 858 |
|
|
2015
Q2 | $992K | Sell |
121,970
-36,880
| -23% | -$290K | 0.01% | 850 |
|
|
2015
Q1 | $1.12M | Buy |
158,850
+111,190
| +233% | +$879K | 0.01% | 835 |
|
|
2014
Q4 | $378K | Buy |
47,660
+15,520
| +48% | +$120K | ﹤0.01% | 881 |
|
|
2014
Q3 | $240K | Sell |
32,140
-3,620
| -10% | -$25.8K | ﹤0.01% | 893 |
|
|
2014
Q2 | $242K | Buy |
+35,760
| New | +$214K | ﹤0.01% | 902 |
|
Other funds holding LRCX
VCM
VPM
BNP Paribas Asset Management's LRCX Position: Q1 2026 in Review
BNP Paribas Asset Management increased its Lam Research (LRCX) stake by 6.3% in Q1 2026, buying an estimated $45.9M and bringing the position to 3,444,139 shares worth $736M. The position accounts for 0.85% of the portfolio, ranked #14.
BNP Paribas Asset Management first reported a position in LRCX in Q2 2014 and has held it in 48 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- BNP Paribas Asset Management held 3,444,139 shares of Lam Research worth $736M as of Q1 2026.
- BNP Paribas Asset Management bought 205,503 Lam Research shares in Q1 2026, an estimated $45.9M.
- Lam Research made up 0.85% of BNP Paribas Asset Management's portfolio in Q1 2026, its #14 holding.
- BNP Paribas Asset Management first reported a position in Lam Research in Q2 2014 and has held it in 48 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on BNP Paribas Asset Management's 13F filing for Q1 2026, filed 14 May 2026.