ClearBridge Investments’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 | $164M | Sell |
378,708
-25,507
| -6% | -$7.74M | 0.14% | 161 |
|
|
2026
Q1 | $86.4M | Sell |
404,215
-47,657
| -11% | -$10.7M | 0.08% | 227 |
|
|
2025
Q4 | $77.4M | Buy |
451,872
+23,687
| +6% | +$3.68M | 0.06% | 267 |
|
|
2025
Q3 | $57.3M | Buy |
428,185
+20,067
| +5% | +$2.12M | 0.04% | 310 |
|
|
2025
Q2 | $39.7M | Sell |
408,118
-365,266
| -47% | -$29M | 0.03% | 341 |
|
|
2025
Q1 | $56.2M | Buy |
773,384
+351,821
| +83% | +$27.7M | 0.05% | 295 |
|
|
2024
Q4 | $30.4M | Sell |
421,563
-64,307
| -13% | -$4.88M | 0.02% | 389 |
|
|
2024
Q3 | $39.7M | Sell |
485,870
-1,254,640
| -72% | -$109M | 0.03% | 355 |
|
|
2024
Q2 | $185M | Buy |
1,740,510
+28,410
| +2% | +$2.72M | 0.15% | 146 |
|
|
2024
Q1 | $166M | Sell |
1,712,100
-397,240
| -19% | -$34.9M | 0.13% | 169 |
|
|
2023
Q4 | $165M | Buy |
2,109,340
+40,520
| +2% | +$2.76M | 0.14% | 162 |
|
|
2023
Q3 | $130M | Sell |
2,068,820
-8,650
| -0.4% | -$568K | 0.12% | 179 |
|
|
2023
Q2 | $134M | Buy |
+2,077,470
| New | +$117M | 0.12% | 172 |
|
|
2022
Q2 | – | Sell |
-474,660
| Closed | -$25.5M | – | 783 |
|
|
2022
Q1 | $25.5M | Buy |
474,660
+4,460
| +0.9% | +$260K | 0.02% | 435 |
|
|
2021
Q4 | $33.8M | Buy |
470,200
+280
| +0.1% | +$17.6K | 0.02% | 408 |
|
|
2021
Q3 | $26.7M | Sell |
469,920
-2,289,320
| -83% | -$139M | 0.02% | 449 |
|
|
2021
Q2 | $180M | Sell |
2,759,240
-818,130
| -23% | -$51.6M | 0.12% | 165 |
|
|
2021
Q1 | $213M | Sell |
3,577,370
-583,810
| -14% | -$31.8M | 0.16% | 138 |
|
|
2020
Q4 | $197M | Sell |
4,161,180
-208,600
| -5% | -$8.78M | 0.15% | 136 |
|
|
2020
Q3 | $145M | Buy |
4,369,780
+473,620
| +12% | +$16.3M | 0.12% | 149 |
|
|
2020
Q2 | $126M | Buy |
3,896,160
+418,760
| +12% | +$11.4M | 0.11% | 165 |
|
|
2020
Q1 | $83.5M | Buy |
3,477,400
+1,234,180
| +55% | +$35.5M | 0.09% | 187 |
|
|
2019
Q4 | $66.8M | Sell |
2,243,220
-421,410
| -16% | -$11.2M | 0.06% | 266 |
|
|
2019
Q3 | $61.6M | Sell |
2,664,630
-6,920
| -0.3% | -$145K | 0.05% | 278 |
|
|
2019
Q2 | $50.2M | Buy |
2,671,550
+15,600
| +0.6% | +$296K | 0.04% | 318 |
|
|
2019
Q1 | $47.5M | Buy |
2,655,950
+702,360
| +36% | +$11.7M | 0.04% | 318 |
|
|
2018
Q4 | $26.6M | Sell |
1,953,590
-52,250
| -3% | -$749K | 0.03% | 389 |
|
|
2018
Q3 | $30.4M | Buy |
2,005,840
+1,196,980
| +148% | +$20.4M | 0.03% | 391 |
|
|
2018
Q2 | $14M | Buy |
808,860
+806,330
| +31,871% | +$15.5M | 0.01% | 446 |
|
|
2018
Q1 | $51K | Hold |
2,530
| – | – | ﹤0.01% | 841 |
|
|
2017
Q4 | $47K | Buy |
+2,530
| New | +$49.7K | ﹤0.01% | 855 |
|
Other funds holding LRCX
VCM
VPM
ClearBridge Investments's LRCX Position: Q2 2026 in Review
ClearBridge Investments reduced its Lam Research (LRCX) stake by 6.3% in Q2 2026, selling an estimated $7.74M and leaving 378,708 shares worth $164M. The position accounts for 0.14% of the portfolio, ranked #161.
ClearBridge Investments first reported a position in LRCX in Q4 2017 and has held it in 31 quarters since. The position peaked at $213M in Q1 2021. 2,656 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- ClearBridge Investments held 378,708 shares of Lam Research worth $164M as of Q2 2026.
- ClearBridge Investments sold 25,507 Lam Research shares in Q2 2026, an estimated $7.74M.
- Lam Research made up 0.14% of ClearBridge Investments's portfolio in Q2 2026, its #161 holding.
- ClearBridge Investments first reported a position in Lam Research in Q4 2017 and has held it in 31 quarters since.
- ClearBridge Investments's Lam Research position peaked at $213M in Q1 2021.
- 2,656 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.