Ensign Peak Advisors
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Ensign Peak Advisors’s Lam Research LRCX Stock Holding History

Ensign Peak Advisors’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
Q2 		$486M Buy
1,121,447
+306,871
+38% +$93.2M 0.8% 20
2026
Q1 		$174M Sell
814,576
-79,752
-9% -$17.8M 0.32% 69
2025
Q4 		$153M Sell
894,328
-524,352
-37% -$81.6M 0.27% 76
2025
Q3 		$190M Buy
1,418,680
+414,833
+41% +$43.9M 0.31% 65
2025
Q2 		$97.7M Buy
1,003,847
+389,536
+63% +$30.9M 0.17% 124
2025
Q1 		$44.7M Sell
614,311
-33,747
-5% -$2.66M 0.09% 201
2024
Q4 		$46.8M Sell
648,058
-4,522
-0.7% -$343K 0.08% 199
2024
Q3 		$53.3M Buy
652,580
+117,780
+22% +$10.2M 0.09% 182
2024
Q2 		$56.9M Sell
534,800
-154,950
-22% -$14.9M 0.1% 166
2024
Q1 		$67M Sell
689,750
-9,590
-1% -$844K 0.12% 160
2023
Q4 		$54.8M Sell
699,340
-20,000
-3% -$1.36M 0.11% 170
2023
Q3 		$45.1M Buy
719,340
+256,100
+55% +$16.8M 0.1% 178
2023
Q2 		$29.8M Sell
463,240
-27,350
-6% -$1.54M 0.06% 237
2023
Q1 		$26M Buy
490,590
+44,050
+10% +$2.16M 0.06% 250
2022
Q4 		$18.8M Buy
446,540
+306,400
+219% +$12.8M 0.04% 305
2022
Q3 		$5.13M Sell
140,140
-4,350
-3% -$194K 0.01% 521
2022
Q2 		$6.16M Sell
144,490
-36,180
-20% -$1.72M 0.01% 483
2022
Q1 		$9.71M Sell
180,670
-54,550
-23% -$3.18M 0.02% 432
2021
Q4 		$16.9M Sell
235,220
-16,380
-7% -$1.03M 0.03% 353
2021
Q3 		$14.3M Sell
251,600
-43,120
-15% -$2.62M 0.03% 365
2021
Q2 		$19.2M Sell
294,720
-880,900
-75% -$55.6M 0.04% 323
2021
Q1 		$70M Sell
1,175,620
-137,590
-10% -$7.5M 0.15% 136
2020
Q4 		$62M Buy
1,313,210
+845,430
+181% +$35.6M 0.14% 142
2020
Q3 		$15.5M Buy
467,780
+2,920
+0.6% +$101K 0.04% 358
2020
Q2 		$15M Sell
464,860
-638,680
-58% -$17.4M 0.04% 349
2020
Q1 		$26.5M Sell
1,103,540
-689,570
-38% -$19.9M 0.09% 175
2019
Q4 		$52.4M Buy
+1,793,110
New +$47.6M 0.14% 121

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ensign Peak Advisors's LRCX Position: Q2 2026 in Review

Ensign Peak Advisors increased its Lam Research (LRCX) stake by 38% in Q2 2026, buying an estimated $93.2M and bringing the position to 1,121,447 shares worth $486M. The position accounts for 0.8% of the portfolio, ranked #20.

Ensign Peak Advisors first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ensign Peak Advisors held 1,121,447 shares of Lam Research worth $486M as of Q2 2026.
  • Ensign Peak Advisors bought 306,871 Lam Research shares in Q2 2026, an estimated $93.2M.
  • Lam Research made up 0.8% of Ensign Peak Advisors's portfolio in Q2 2026, its #20 holding.
  • Ensign Peak Advisors first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.