Franklin Resources’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 | $2.52B | Buy |
11,793,519
+1,682,959
| +17% | +$376M | 0.62% | 32 |
|
|
2025
Q4 | $1.73B | Buy |
10,110,560
+3,671,073
| +57% | +$571M | 0.42% | 44 |
|
|
2025
Q3 | $862M | Buy |
6,439,487
+80,126
| +1% | +$8.48M | 0.22% | 104 |
|
|
2025
Q2 | $619M | Buy |
6,359,361
+66,220
| +1% | +$5.25M | 0.16% | 140 |
|
|
2025
Q1 | $458M | Buy |
6,293,141
+23,905
| +0.4% | +$1.88M | 0.13% | 169 |
|
|
2024
Q4 | $453M | Buy |
+6,269,236
| New | +$476M | 0.13% | 173 |
|
|
2024
Q3 | – | Sell |
-10,464,290
| Closed | -$1.11B | – | 2978 |
|
|
2024
Q2 | $1.11B | Buy |
10,464,290
+149,530
| +1% | +$14.3M | 0.34% | 71 |
|
|
2024
Q1 | $1B | Buy |
10,314,760
+749,280
| +8% | +$65.9M | 0.32% | 75 |
|
|
2023
Q4 | $749M | Sell |
9,565,480
-12,500
| -0.1% | -$852K | 0.35% | 67 |
|
|
2023
Q3 | $600M | Buy |
9,577,980
+306,830
| +3% | +$20.2M | 0.31% | 77 |
|
|
2023
Q2 | $596M | Buy |
9,271,150
+37,720
| +0.4% | +$2.13M | 0.28% | 84 |
|
|
2023
Q1 | $489M | Buy |
9,233,430
+51,720
| +0.6% | +$2.54M | 0.25% | 102 |
|
|
2022
Q4 | $386M | Sell |
9,181,710
-2,577,330
| -22% | -$108M | 0.2% | 134 |
|
|
2022
Q3 | $430M | Sell |
11,759,040
-9,580
| -0.1% | -$426K | 0.23% | 108 |
|
|
2022
Q2 | $502M | Sell |
11,768,620
-111,000
| -0.9% | -$5.28M | 0.25% | 97 |
|
|
2022
Q1 | $639M | Sell |
11,879,620
-219,420
| -2% | -$12.8M | 0.26% | 92 |
|
|
2021
Q4 | $870M | Buy |
12,099,040
+170,230
| +1% | +$10.7M | 0.31% | 77 |
|
|
2021
Q3 | $679M | Buy |
11,928,810
+123,080
| +1% | +$7.49M | 0.26% | 103 |
|
|
2021
Q2 | $768M | Sell |
11,805,730
-518,450
| -4% | -$32.7M | 0.29% | 88 |
|
|
2021
Q1 | $734M | Buy |
12,324,180
+1,041,370
| +9% | +$56.7M | 0.3% | 87 |
|
|
2020
Q4 | $533M | Buy |
11,282,810
+544,630
| +5% | +$22.9M | 0.23% | 120 |
|
|
2020
Q3 | $356M | Buy |
10,738,180
+58,250
| +0.5% | +$2.01M | 0.17% | 155 |
|
|
2020
Q2 | $387M | Buy |
10,679,930
+875,680
| +9% | +$23.9M | 0.2% | 133 |
|
|
2020
Q1 | $235M | Sell |
9,804,250
-1,672,340
| -15% | -$48.2M | 0.16% | 170 |
|
|
2019
Q4 | $336M | Sell |
11,476,590
-796,670
| -6% | -$21.2M | 0.18% | 149 |
|
|
2019
Q3 | $284M | Sell |
12,273,260
-301,010
| -2% | -$6.32M | 0.15% | 173 |
|
|
2019
Q2 | $236M | Sell |
12,574,270
-1,951,280
| -13% | -$37M | 0.13% | 202 |
|
|
2019
Q1 | $260M | Sell |
14,525,550
-15,458,740
| -52% | -$258M | 0.14% | 200 |
|
|
2018
Q4 | $408M | Sell |
29,984,290
-2,579,340
| -8% | -$37M | 0.25% | 103 |
|
|
2018
Q3 | $494M | Buy |
32,563,630
+20,012,610
| +159% | +$342M | 0.25% | 111 |
|
|
2018
Q2 | $217M | Buy |
12,551,020
+405,080
| +3% | +$7.8M | 0.11% | 218 |
|
|
2018
Q1 | $247M | Buy |
12,145,940
+432,050
| +4% | +$8.56M | 0.13% | 203 |
|
|
2017
Q4 | $216M | Sell |
11,713,890
-463,660
| -4% | -$9.11M | 0.1% | 222 |
|
|
2017
Q3 | $225M | Buy |
12,177,550
+41,100
| +0.3% | +$667K | 0.11% | 215 |
|
|
2017
Q2 | $172M | Sell |
12,136,450
-1,418,070
| -10% | -$20.8M | 0.09% | 241 |
|
|
2017
Q1 | $174M | Sell |
13,554,520
-1,011,200
| -7% | -$11.9M | 0.09% | 237 |
|
|
2016
Q4 | $154M | Sell |
14,565,720
-418,520
| -3% | -$4.25M | 0.08% | 249 |
|
|
2016
Q3 | $142M | Buy |
14,984,240
+808,630
| +6% | +$7.36M | 0.07% | 277 |
|
|
2016
Q2 | $119M | Sell |
14,175,610
-180,900
| -1% | -$1.45M | 0.06% | 317 |
|
|
2016
Q1 | $119M | Buy |
14,356,510
+109,400
| +0.8% | +$796K | 0.06% | 307 |
|
|
2015
Q4 | $113M | Buy |
14,247,110
+1,087,780
| +8% | +$8.18M | 0.06% | 324 |
|
|
2015
Q3 | $86M | Buy |
13,159,330
+304,310
| +2% | +$2.23M | 0.04% | 393 |
|
|
2015
Q2 | $105M | Buy |
12,855,020
+90,500
| +0.7% | +$711K | 0.05% | 380 |
|
|
2015
Q1 | $89.7M | Buy |
12,764,520
+296,120
| +2% | +$2.34M | 0.04% | 425 |
|
|
2014
Q4 | $98.9M | Sell |
12,468,400
-601,620
| -5% | -$4.66M | 0.04% | 384 |
|
|
2014
Q3 | $97.6M | Sell |
13,070,020
-331,270
| -2% | -$2.36M | 0.04% | 376 |
|
|
2014
Q2 | $90.5M | Sell |
13,401,290
-3,160,710
| -19% | -$18.9M | 0.04% | 413 |
|
|
2014
Q1 | $91.1M | Buy |
16,562,000
+2,456,960
| +17% | +$13.1M | 0.04% | 399 |
|
|
2013
Q4 | $76.8M | Buy |
14,105,040
+600,540
| +4% | +$3.16M | 0.04% | 435 |
|
|
2013
Q3 | $69.1M | Buy |
13,504,500
+9,004,500
| +200% | +$44M | 0.04% | 458 |
|
|
2013
Q2 | $20M | Buy |
+4,500,000
| New | +$20.3M | 0.01% | 755 |
|
Other funds holding LRCX
VCM
VPM
Franklin Resources's LRCX Position: Q1 2026 in Review
Franklin Resources increased its Lam Research (LRCX) stake by 17% in Q1 2026, buying an estimated $376M and bringing the position to 11,793,519 shares worth $2.52B. The position accounts for 0.62% of the portfolio, ranked #32.
Franklin Resources first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Franklin Resources held 11,793,519 shares of Lam Research worth $2.52B as of Q1 2026.
- Franklin Resources bought 1,682,959 Lam Research shares in Q1 2026, an estimated $376M.
- Lam Research made up 0.62% of Franklin Resources's portfolio in Q1 2026, its #32 holding.
- Franklin Resources first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.