F.L. Putnam Investment 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 | $82.3M | Sell |
385,074
-99,755
| -21% | -$22.3M | 1.23% | 17 |
|
|
2025
Q4 | $83M | Sell |
484,829
-12,025
| -2% | -$1.87M | 1.21% | 16 |
|
|
2025
Q3 | $66.5M | Buy |
496,854
+25,173
| +5% | +$2.67M | 0.99% | 17 |
|
|
2025
Q2 | $45.9M | Sell |
471,681
-4,531
| -1% | -$359K | 0.79% | 24 |
|
|
2025
Q1 | $34.6M | Buy |
476,212
+4,823
| +1% | +$380K | 0.65% | 32 |
|
|
2024
Q4 | $34M | Sell |
471,389
-156,151
| -25% | -$11.8M | 0.62% | 33 |
|
|
2024
Q3 | $43M | Buy |
627,540
+48,860
| +8% | +$4.25M | 0.77% | 26 |
|
|
2024
Q2 | $61.6M | Sell |
578,680
-12,830
| -2% | -$1.23M | 1.16% | 16 |
|
|
2024
Q1 | $57.5M | Sell |
591,510
-21,500
| -4% | -$1.89M | 1.22% | 16 |
|
|
2023
Q4 | $48M | Buy |
613,010
+21,050
| +4% | +$1.43M | 1.13% | 18 |
|
|
2023
Q3 | $37.1M | Sell |
591,960
-12,990
| -2% | -$853K | 1.03% | 23 |
|
|
2023
Q2 | $38.9M | Buy |
604,950
+3,630
| +0.6% | +$205K | 1.06% | 20 |
|
|
2023
Q1 | $31.9M | Buy |
601,320
+136,820
| +29% | +$6.71M | 1.04% | 24 |
|
|
2022
Q4 | $19.5M | Buy |
464,500
+10,450
| +2% | +$437K | 0.71% | 38 |
|
|
2022
Q3 | $16.6M | Sell |
454,050
-14,820
| -3% | -$660K | 0.65% | 38 |
|
|
2022
Q2 | $20M | Sell |
468,870
-68,030
| -13% | -$3.24M | 0.73% | 35 |
|
|
2022
Q1 | $28.9M | Sell |
536,900
-3,810
| -0.7% | -$222K | 0.92% | 31 |
|
|
2021
Q4 | $38.9M | Sell |
540,710
-43,320
| -7% | -$2.72M | 1.19% | 20 |
|
|
2021
Q3 | $33.2M | Buy |
584,030
+17,620
| +3% | +$1.07M | 1.13% | 23 |
|
|
2021
Q2 | $36.9M | Sell |
566,410
-3,950
| -0.7% | -$249K | 1.27% | 20 |
|
|
2021
Q1 | $34M | Sell |
570,360
-7,300
| -1% | -$398K | 1.49% | 16 |
|
|
2020
Q4 | $27.3M | Buy |
577,660
+6,780
| +1% | +$285K | 1.28% | 21 |
|
|
2020
Q3 | $18.9M | Sell |
570,880
-43,460
| -7% | -$1.5M | 1.04% | 29 |
|
|
2020
Q2 | $19.9M | Buy |
614,340
+134,570
| +28% | +$3.67M | 1.18% | 21 |
|
|
2020
Q1 | $11.5M | Buy |
479,770
+22,290
| +5% | +$642K | 0.87% | 34 |
|
|
2019
Q4 | $13.4M | Sell |
457,480
-9,540
| -2% | -$253K | 0.82% | 35 |
|
|
2019
Q3 | $10.8M | Sell |
467,020
-16,930
| -3% | -$355K | 0.76% | 42 |
|
|
2019
Q2 | $9.09M | Sell |
483,950
-7,140
| -1% | -$135K | 0.73% | 45 |
|
|
2019
Q1 | $8.79M | Sell |
491,090
-14,080
| -3% | -$235K | 0.74% | 45 |
|
|
2018
Q4 | $6.88M | Sell |
505,170
-7,030
| -1% | -$101K | 0.75% | 45 |
|
|
2018
Q3 | $7.77M | Sell |
512,200
-72,500
| -12% | -$1.24M | 0.71% | 48 |
|
|
2018
Q2 | $10.1M | Sell |
584,700
-43,700
| -7% | -$842K | 0.98% | 34 |
|
|
2018
Q1 | $12.8M | Sell |
628,400
-146,720
| -19% | -$2.91M | 1.17% | 26 |
|
|
2017
Q4 | $14.3M | Sell |
775,120
-56,600
| -7% | -$1.11M | 1.31% | 23 |
|
|
2017
Q3 | $15.4M | Buy |
+831,720
| New | +$13.5M | 1.47% | 22 |
|
|
2017
Q1 | $13.9M | Buy |
1,084,330
+455,460
| +72% | +$5.35M | 1.45% | 23 |
|
|
2016
Q4 | $6.65M | Buy |
628,870
+347,790
| +124% | +$3.53M | 0.76% | 44 |
|
|
2016
Q3 | $2.66M | Buy |
+281,080
| New | +$2.56M | 0.3% | 71 |
|
Other funds holding LRCX
VCM
VPM
F.L. Putnam Investment Management's LRCX Position: Q1 2026 in Review
F.L. Putnam Investment Management reduced its Lam Research (LRCX) stake by 21% in Q1 2026, selling an estimated $22.3M and leaving 385,074 shares worth $82.3M. The position accounts for 1.23% of the portfolio, ranked #17.
F.L. Putnam Investment Management first reported a position in LRCX in Q3 2016 and has held it in 38 quarters since. The position peaked at $83M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- F.L. Putnam Investment Management held 385,074 shares of Lam Research worth $82.3M as of Q1 2026.
- F.L. Putnam Investment Management sold 99,755 Lam Research shares in Q1 2026, an estimated $22.3M.
- Lam Research made up 1.23% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #17 holding.
- F.L. Putnam Investment Management first reported a position in Lam Research in Q3 2016 and has held it in 38 quarters since.
- F.L. Putnam Investment Management's Lam Research position peaked at $83M in Q4 2025.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.