Fidelity 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
Q1 | $7.17B | Buy |
33,574,842
+6,893,278
| +26% | +$1.54B | 0.38% | 36 |
|
|
2025
Q4 | $4.57B | Buy |
26,681,564
+3,329,038
| +14% | +$518M | 0.23% | 54 |
|
|
2025
Q3 | $3.13B | Sell |
23,352,526
-2,298,928
| -9% | -$243M | 0.16% | 92 |
|
|
2025
Q2 | $2.5B | Sell |
25,651,454
-7,939,773
| -24% | -$630M | 0.14% | 112 |
|
|
2025
Q1 | $2.44B | Sell |
33,591,227
-6,439,967
| -16% | -$507M | 0.16% | 106 |
|
|
2024
Q4 | $2.89B | Buy |
40,031,194
+4,686,144
| +13% | +$355M | 0.17% | 86 |
|
|
2024
Q3 | $2.88B | Sell |
35,345,050
-5,731,900
| -14% | -$498M | 0.18% | 86 |
|
|
2024
Q2 | $4.37B | Buy |
41,076,950
+4,248,120
| +12% | +$407M | 0.28% | 50 |
|
|
2024
Q1 | $3.58B | Buy |
36,828,830
+3,999,080
| +12% | +$352M | 0.24% | 60 |
|
|
2023
Q4 | $2.57B | Sell |
32,829,750
-1,129,460
| -3% | -$77M | 0.2% | 78 |
|
|
2023
Q3 | $2.13B | Sell |
33,959,210
-8,770,780
| -21% | -$576M | 0.18% | 85 |
|
|
2023
Q2 | $2.75B | Sell |
42,729,990
-4,086,630
| -9% | -$230M | 0.23% | 68 |
|
|
2023
Q1 | $2.48B | Buy |
46,816,620
+321,080
| +0.7% | +$15.8M | 0.23% | 75 |
|
|
2022
Q4 | $1.95B | Sell |
46,495,540
-2,397,560
| -5% | -$100M | 0.19% | 91 |
|
|
2022
Q3 | $1.79B | Sell |
48,893,100
-2,085,350
| -4% | -$92.8M | 0.19% | 92 |
|
|
2022
Q2 | $2.17B | Sell |
50,978,450
-7,010,290
| -12% | -$334M | 0.22% | 74 |
|
|
2022
Q1 | $3.12B | Sell |
57,988,740
-10,663,930
| -16% | -$621M | 0.25% | 55 |
|
|
2021
Q4 | $4.94B | Sell |
68,652,670
-69,500
| -0.1% | -$4.36M | 0.36% | 36 |
|
|
2021
Q3 | $3.91B | Sell |
68,722,170
-10,054,170
| -13% | -$612M | 0.31% | 46 |
|
|
2021
Q2 | $5.13B | Sell |
78,776,340
-8,436,400
| -10% | -$533M | 0.4% | 33 |
|
|
2021
Q1 | $5.19B | Sell |
87,212,740
-97,420
| -0.1% | -$5.31M | 0.44% | 32 |
|
|
2020
Q4 | $4.12B | Buy |
87,310,160
+9,405,940
| +12% | +$396M | 0.37% | 41 |
|
|
2020
Q3 | $2.58B | Buy |
77,904,220
+11,223,570
| +17% | +$387M | 0.26% | 57 |
|
|
2020
Q2 | $2.16B | Sell |
66,680,650
-15,833,680
| -19% | -$432M | 0.24% | 72 |
|
|
2020
Q1 | $1.98B | Sell |
82,514,330
-1,813,260
| -2% | -$52.2M | 0.27% | 68 |
|
|
2019
Q4 | $2.47B | Sell |
84,327,590
-35,030
| -0% | -$930K | 0.27% | 63 |
|
|
2019
Q3 | $1.95B | Buy |
84,362,620
+658,650
| +0.8% | +$13.8M | 0.23% | 79 |
|
|
2019
Q2 | $1.57B | Buy |
83,703,970
+8,045,730
| +11% | +$153M | 0.18% | 95 |
|
|
2019
Q1 | $1.35B | Buy |
75,658,240
+9,132,930
| +14% | +$152M | 0.16% | 119 |
|
|
2018
Q4 | $906M | Buy |
66,525,310
+31,143,930
| +88% | +$446M | 0.12% | 146 |
|
|
2018
Q3 | $537M | Buy |
35,381,380
+12,081,490
| +52% | +$206M | 0.06% | 306 |
|
|
2018
Q2 | $403M | Buy |
23,299,890
+11,194,880
| +92% | +$216M | 0.05% | 390 |
|
|
2018
Q1 | $246M | Sell |
12,105,010
-38,824,970
| -76% | -$769M | 0.03% | 602 |
|
|
2017
Q4 | $937M | Sell |
50,929,980
-28,976,830
| -36% | -$569M | 0.11% | 194 |
|
|
2017
Q3 | $1.48B | Sell |
79,906,810
-19,309,080
| -19% | -$313M | 0.18% | 117 |
|
|
2017
Q2 | $1.4B | Sell |
99,215,890
-5,913,670
| -6% | -$86.7M | 0.17% | 113 |
|
|
2017
Q1 | $1.35B | Sell |
105,129,560
-4,692,410
| -4% | -$55.2M | 0.17% | 110 |
|
|
2016
Q4 | $1.16B | Sell |
109,821,970
-8,105,860
| -7% | -$82.3M | 0.16% | 127 |
|
|
2016
Q3 | $1.12B | Buy |
117,927,830
+14,756,340
| +14% | +$134M | 0.15% | 139 |
|
|
2016
Q2 | $867M | Buy |
103,171,490
+61,825,400
| +150% | +$497M | 0.12% | 182 |
|
|
2016
Q1 | $342M | Buy |
41,346,090
+19,998,050
| +94% | +$145M | 0.05% | 418 |
|
|
2015
Q4 | $170M | Buy |
21,348,040
+10,492,600
| +97% | +$78.9M | 0.02% | 720 |
|
|
2015
Q3 | $70.9M | Buy |
10,855,440
+2,067,800
| +24% | +$15.2M | 0.01% | 1099 |
|
|
2015
Q2 | $71.5M | Sell |
8,787,640
-5,584,810
| -39% | -$43.9M | 0.01% | 1181 |
|
|
2015
Q1 | $101M | Buy |
14,372,450
+86,880
| +0.6% | +$687K | 0.01% | 1024 |
|
|
2014
Q4 | $113M | Buy |
14,285,570
+2,229,820
| +18% | +$17.3M | 0.01% | 950 |
|
|
2014
Q3 | $90.1M | Buy |
12,055,750
+159,290
| +1% | +$1.14M | 0.01% | 1025 |
|
|
2014
Q2 | $80.4M | Sell |
11,896,460
-10,865,780
| -48% | -$64.9M | 0.01% | 1128 |
|
|
2014
Q1 | $125M | Buy |
22,762,240
+2,697,020
| +13% | +$14.3M | 0.02% | 863 |
|
|
2013
Q4 | $109M | Buy |
20,065,220
+4,621,020
| +30% | +$24.3M | 0.02% | 917 |
|
|
2013
Q3 | $79.1M | Sell |
15,444,200
-4,621,260
| -23% | -$22.6M | 0.01% | 1063 |
|
|
2013
Q2 | $89M | Buy |
+20,065,460
| New | +$90.7M | 0.01% | 971 |
|
Other funds holding LRCX
VCM
VPM
Fidelity Investments's LRCX Position: Q1 2026 in Review
Fidelity Investments increased its Lam Research (LRCX) stake by 26% in Q1 2026, buying an estimated $1.54B and bringing the position to 33,574,842 shares worth $7.17B. The position accounts for 0.38% of the portfolio, ranked #36.
Fidelity Investments first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Fidelity Investments held 33,574,842 shares of Lam Research worth $7.17B as of Q1 2026.
- Fidelity Investments bought 6,893,278 Lam Research shares in Q1 2026, an estimated $1.54B.
- Lam Research made up 0.38% of Fidelity Investments's portfolio in Q1 2026, its #36 holding.
- Fidelity Investments first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.