Epoch Investment Partners’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 | $257M | Sell |
592,701
-40,083
| -6% | -$12.2M | 1.46% | 8 |
|
|
2026
Q1 | $135M | Sell |
632,784
-139,905
| -18% | -$31.3M | 0.82% | 28 |
|
|
2025
Q4 | $132M | Sell |
772,689
-948,483
| -55% | -$148M | 0.75% | 46 |
|
|
2025
Q3 | $230M | Sell |
1,721,172
-335,504
| -16% | -$35.5M | 1.27% | 11 |
|
|
2025
Q2 | $200M | Buy |
2,056,676
+182,143
| +10% | +$14.4M | 1.04% | 20 |
|
|
2025
Q1 | $136M | Buy |
1,874,533
+142,402
| +8% | +$11.2M | 0.71% | 43 |
|
|
2024
Q4 | $125M | Buy |
1,732,131
+70,291
| +4% | +$5.33M | 0.61% | 53 |
|
|
2024
Q3 | $136M | Buy |
1,661,840
+15,040
| +0.9% | +$1.31M | 0.61% | 53 |
|
|
2024
Q2 | $175M | Sell |
1,646,800
-4,540
| -0.3% | -$435K | 0.8% | 31 |
|
|
2024
Q1 | $160M | Buy |
1,651,340
+208,550
| +14% | +$18.3M | 0.71% | 44 |
|
|
2023
Q4 | $113M | Buy |
1,442,790
+595,580
| +70% | +$40.6M | 0.51% | 53 |
|
|
2023
Q3 | $53.1M | Sell |
847,210
-24,070
| -3% | -$1.58M | 0.34% | 103 |
|
|
2023
Q2 | $56M | Sell |
871,280
-26,980
| -3% | -$1.52M | 0.32% | 107 |
|
|
2023
Q1 | $47.6M | Sell |
898,260
-45,150
| -5% | -$2.22M | 0.28% | 121 |
|
|
2022
Q4 | $39.7M | Sell |
943,410
-572,320
| -38% | -$23.9M | 0.24% | 145 |
|
|
2022
Q3 | $55.5M | Sell |
1,515,730
-11,590
| -0.8% | -$516K | 0.36% | 96 |
|
|
2022
Q2 | $65.1M | Buy |
1,527,320
+28,180
| +2% | +$1.34M | 0.38% | 88 |
|
|
2022
Q1 | $80.6M | Sell |
1,499,140
-51,620
| -3% | -$3.01M | 0.39% | 90 |
|
|
2021
Q4 | $112M | Sell |
1,550,760
-128,000
| -8% | -$8.02M | 0.57% | 51 |
|
|
2021
Q3 | $95.5M | Sell |
1,678,760
-191,880
| -10% | -$11.7M | 0.53% | 59 |
|
|
2021
Q2 | $122M | Sell |
1,870,640
-1,248,000
| -40% | -$78.8M | 0.65% | 47 |
|
|
2021
Q1 | $186M | Sell |
3,118,640
-697,670
| -18% | -$38M | 0.87% | 28 |
|
|
2020
Q4 | $180M | Sell |
3,816,310
-1,026,710
| -21% | -$43.2M | 0.83% | 35 |
|
|
2020
Q3 | $161M | Buy |
4,843,020
+508,800
| +12% | +$17.5M | 0.8% | 35 |
|
|
2020
Q2 | $140M | Buy |
4,334,220
+3,318,430
| +327% | +$90.5M | 0.72% | 41 |
|
|
2020
Q1 | $24.4M | Buy |
1,015,790
+261,400
| +35% | +$7.53M | 0.15% | 134 |
|
|
2019
Q4 | $22.1M | Buy |
754,390
+374,330
| +98% | +$9.94M | 0.1% | 150 |
|
|
2019
Q3 | $8.78M | Buy |
+380,060
| New | +$7.98M | 0.04% | 202 |
|
|
2019
Q1 | – | Sell |
-219,780
| Closed | -$2.99M | – | 315 |
|
|
2018
Q4 | $2.99M | Sell |
219,780
-144,830
| -40% | -$2.08M | 0.01% | 268 |
|
|
2018
Q3 | $5.53M | Sell |
364,610
-161,410
| -31% | -$2.76M | 0.02% | 248 |
|
|
2018
Q2 | $9.09M | Sell |
526,020
-1,760
| -0.3% | -$33.9K | 0.03% | 227 |
|
|
2018
Q1 | $10.7M | Buy |
527,780
+1,900
| +0.4% | +$37.6K | 0.04% | 218 |
|
|
2017
Q4 | $9.68M | Sell |
525,880
-121,200
| -19% | -$2.38M | 0.03% | 221 |
|
|
2017
Q3 | $12M | Buy |
647,080
+6,000
| +0.9% | +$97.4K | 0.04% | 220 |
|
|
2017
Q2 | $9.07M | Buy |
641,080
+168,280
| +36% | +$2.47M | 0.03% | 228 |
|
|
2017
Q1 | $6.07M | Buy |
+472,800
| New | +$5.56M | 0.02% | 238 |
|
Other funds holding LRCX
Epoch Investment Partners's LRCX Position: Q2 2026 in Review
Epoch Investment Partners reduced its Lam Research (LRCX) stake by 6.3% in Q2 2026, selling an estimated $12.2M and leaving 592,701 shares worth $257M. The position accounts for 1.46% of the portfolio, ranked #8.
Epoch Investment Partners first reported a position in LRCX in Q1 2017 and has held it in 36 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Epoch Investment Partners held 592,701 shares of Lam Research worth $257M as of Q2 2026.
- Epoch Investment Partners sold 40,083 Lam Research shares in Q2 2026, an estimated $12.2M.
- Lam Research made up 1.46% of Epoch Investment Partners's portfolio in Q2 2026, its #8 holding.
- Epoch Investment Partners first reported a position in Lam Research in Q1 2017 and has held it in 36 quarters since.
- 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.