Envestnet 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 | $611M | Sell |
2,859,751
-437,889
| -13% | -$97.9M | 0.16% | 105 |
|
|
2025
Q4 | $564M | Sell |
3,297,640
-323,139
| -9% | -$50.3M | 0.17% | 98 |
|
|
2025
Q3 | $485M | Buy |
3,620,779
+125,364
| +4% | +$13.3M | 0.14% | 122 |
|
|
2025
Q2 | $340M | Buy |
3,495,415
+378,090
| +12% | +$30M | 0.1% | 182 |
|
|
2025
Q1 | $227M | Buy |
3,117,325
+246,995
| +9% | +$19.5M | 0.07% | 264 |
|
|
2024
Q4 | $207M | Buy |
+2,870,330
| New | +$218M | 0.07% | 267 |
|
|
2024
Q3 | – | Sell |
-2,624,890
| Closed | -$280M | – | 4271 |
|
|
2024
Q2 | $280M | Sell |
2,624,890
-105,780
| -4% | -$10.1M | 0.1% | 193 |
|
|
2024
Q1 | $265M | Sell |
2,730,670
-201,220
| -7% | -$17.7M | 0.1% | 200 |
|
|
2023
Q4 | $230M | Sell |
2,931,890
-106,760
| -4% | -$7.28M | 0.1% | 200 |
|
|
2023
Q3 | $190M | Sell |
3,038,650
-687,970
| -18% | -$45.2M | 0.09% | 218 |
|
|
2023
Q2 | $240M | Sell |
3,726,620
-31,349,390
| -89% | -$1.77B | 0.11% | 163 |
|
|
2023
Q1 | $169M | Buy |
35,076,010
+31,939,850
| +1,018% | +$1.57B | 0.08% | 216 |
|
|
2022
Q4 | $132M | Buy |
3,136,160
+1,432,190
| +84% | +$59.9M | 0.07% | 250 |
|
|
2022
Q3 | $62.4M | Sell |
1,703,970
-84,460
| -5% | -$3.76M | 0.04% | 381 |
|
|
2022
Q2 | $76.2M | Sell |
1,788,430
-22,950
| -1% | -$1.09M | 0.04% | 341 |
|
|
2022
Q1 | $97.4M | Sell |
1,811,380
-14,870
| -0.8% | -$866K | 0.05% | 317 |
|
|
2021
Q4 | $131M | Buy |
1,826,250
+88,120
| +5% | +$5.52M | 0.07% | 255 |
|
|
2021
Q3 | $98.9M | Buy |
1,738,130
+222,380
| +15% | +$13.5M | 0.05% | 294 |
|
|
2021
Q2 | $98.6M | Buy |
1,515,750
+89,110
| +6% | +$5.63M | 0.06% | 282 |
|
|
2021
Q1 | $84.9M | Sell |
1,426,640
-87,850
| -6% | -$4.79M | 0.06% | 275 |
|
|
2020
Q4 | $71.5M | Buy |
1,514,490
+74,820
| +5% | +$3.15M | 0.05% | 267 |
|
|
2020
Q3 | $47.8M | Buy |
1,439,670
+61,250
| +4% | +$2.11M | 0.04% | 313 |
|
|
2020
Q2 | $44.6M | Buy |
1,378,420
+326,470
| +31% | +$8.9M | 0.04% | 307 |
|
|
2020
Q1 | $25.2M | Buy |
1,051,950
+25,510
| +2% | +$734K | 0.03% | 389 |
|
|
2019
Q4 | $30M | Sell |
1,026,440
-210,210
| -17% | -$5.58M | 0.03% | 402 |
|
|
2019
Q3 | $28.6M | Buy |
1,236,650
+370,230
| +43% | +$7.77M | 0.03% | 380 |
|
|
2019
Q2 | $16.3M | Buy |
866,420
+83,530
| +11% | +$1.58M | 0.02% | 548 |
|
|
2019
Q1 | $14M | Buy |
782,890
+107,110
| +16% | +$1.79M | 0.02% | 563 |
|
|
2018
Q4 | $9.2M | Buy |
675,780
+31,840
| +5% | +$456K | 0.01% | 640 |
|
|
2018
Q3 | $9.77M | Sell |
643,940
-38,720
| -6% | -$661K | 0.02% | 316 |
|
|
2018
Q2 | $11.8M | Buy |
682,660
+557,070
| +444% | +$10.7M | 0.03% | 286 |
|
|
2018
Q1 | $2.42M | Sell |
125,590
-429,110
| -77% | -$8.5M | 0.01% | 642 |
|
|
2017
Q4 | $10.2M | Buy |
554,700
+70,910
| +15% | +$1.39M | 0.02% | 391 |
|
|
2017
Q3 | $8.95M | Sell |
483,790
-50,750
| -9% | -$823K | 0.02% | 395 |
|
|
2017
Q2 | $7.56M | Sell |
534,540
-73,500
| -12% | -$1.08M | 0.02% | 445 |
|
|
2017
Q1 | $7.8M | Buy |
608,040
+43,980
| +8% | +$517K | 0.03% | 426 |
|
|
2016
Q4 | $5.97M | Sell |
564,060
-129,530
| -19% | -$1.32M | 0.02% | 484 |
|
|
2016
Q3 | $6.57M | Sell |
693,590
-150,720
| -18% | -$1.37M | 0.03% | 483 |
|
|
2016
Q2 | $7.1M | Sell |
844,310
-52,800
| -6% | -$424K | 0.03% | 510 |
|
|
2016
Q1 | $7.41M | Sell |
897,110
-3,630
| -0.4% | -$26.4K | 0.03% | 449 |
|
|
2015
Q4 | $7.15M | Sell |
900,740
-20,980
| -2% | -$158K | 0.03% | 449 |
|
|
2015
Q3 | $6.02M | Buy |
921,720
+484,930
| +111% | +$3.55M | 0.03% | 485 |
|
|
2015
Q2 | $3.55M | Buy |
436,790
+218,740
| +100% | +$1.72M | 0.02% | 778 |
|
|
2015
Q1 | $1.53M | Buy |
218,050
+199,290
| +1,062% | +$1.58M | 0.01% | 1108 |
|
|
2014
Q4 | $149K | Buy |
18,760
+5,460
| +41% | +$42.3K | ﹤0.01% | 1065 |
|
|
2014
Q3 | $99K | Hold |
13,300
| – | – | ﹤0.01% | 1300 |
|
|
2014
Q2 | $90K | Sell |
13,300
-1,200
| -8% | -$7.17K | ﹤0.01% | 1248 |
|
|
2014
Q1 | $80K | Sell |
14,500
-4,350
| -23% | -$23.1K | ﹤0.01% | 1212 |
|
|
2013
Q4 | $103K | Sell |
18,850
-1,890
| -9% | -$9.94K | ﹤0.01% | 1008 |
|
|
2013
Q3 | $106K | Sell |
20,740
-13,940
| -40% | -$68.1K | ﹤0.01% | 962 |
|
|
2013
Q2 | $154K | Buy |
+34,680
| New | +$157K | ﹤0.01% | 855 |
|
Other funds holding LRCX
VCM
VPM
Envestnet Asset Management's LRCX Position: Q1 2026 in Review
Envestnet Asset Management reduced its Lam Research (LRCX) stake by 13% in Q1 2026, selling an estimated $97.9M and leaving 2,859,751 shares worth $611M. The position accounts for 0.16% of the portfolio, ranked #105.
Envestnet Asset Management first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Envestnet Asset Management held 2,859,751 shares of Lam Research worth $611M as of Q1 2026.
- Envestnet Asset Management sold 437,889 Lam Research shares in Q1 2026, an estimated $97.9M.
- Lam Research made up 0.16% of Envestnet Asset Management's portfolio in Q1 2026, its #105 holding.
- Envestnet Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
- 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.