Janus Henderson Group’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 | $1.98B | Buy |
9,265,026
+181,087
| +2% | +$40.5M | 0.94% | 12 |
|
|
2025
Q4 | $1.55B | Buy |
9,083,939
+470,609
| +5% | +$73.2M | 0.7% | 19 |
|
|
2025
Q3 | $1.15B | Buy |
8,613,330
+1,191,558
| +16% | +$126M | 0.53% | 34 |
|
|
2025
Q2 | $722M | Buy |
7,421,772
+30,476
| +0.4% | +$2.42M | 0.35% | 59 |
|
|
2025
Q1 | $537M | Sell |
7,391,296
-3,576,679
| -33% | -$282M | 0.29% | 78 |
|
|
2024
Q4 | $792M | Buy |
+10,967,975
| New | +$832M | 0.4% | 44 |
|
|
2024
Q3 | – | Sell |
-18,277,840
| Closed | -$1.95B | – | 2547 |
|
|
2024
Q2 | $1.95B | Sell |
18,277,840
-1,215,350
| -6% | -$117M | 1.04% | 12 |
|
|
2024
Q1 | $1.89B | Sell |
19,493,190
-2,836,420
| -13% | -$250M | 1.03% | 11 |
|
|
2023
Q4 | $1.75B | Sell |
22,329,610
-2,581,330
| -10% | -$176M | 1.04% | 11 |
|
|
2023
Q3 | $1.56B | Sell |
24,910,940
-463,020
| -2% | -$30.4M | 1.02% | 11 |
|
|
2023
Q2 | $1.63B | Sell |
25,373,960
-654,050
| -3% | -$36.9M | 1.01% | 10 |
|
|
2023
Q1 | $1.38B | Buy |
26,028,010
+64,510
| +0.2% | +$3.17M | 0.91% | 16 |
|
|
2022
Q4 | $1.09B | Sell |
25,963,500
-27,601,860
| -52% | -$1.15B | 0.78% | 20 |
|
|
2022
Q3 | $1.96B | Buy |
53,565,360
+26,068,850
| +95% | +$1.16B | 0.73% | 21 |
|
|
2022
Q2 | $1.17B | Sell |
27,496,510
-1,993,150
| -7% | -$94.9M | 0.81% | 15 |
|
|
2022
Q1 | $1.59B | Sell |
29,489,660
-2,123,370
| -7% | -$124M | 0.77% | 11 |
|
|
2021
Q4 | $2.27B | Sell |
31,613,030
-732,440
| -2% | -$45.9M | 0.95% | 10 |
|
|
2021
Q3 | $1.84B | Sell |
32,345,470
-2,756,110
| -8% | -$168M | 0.81% | 14 |
|
|
2021
Q2 | $2.28B | Sell |
35,101,580
-3,951,290
| -10% | -$249M | 0.98% | 10 |
|
|
2021
Q1 | $2.32B | Sell |
39,052,870
-5,528,630
| -12% | -$301M | 1.06% | 10 |
|
|
2020
Q4 | $2.11B | Sell |
44,581,500
-4,915,060
| -10% | -$207M | 0.98% | 10 |
|
|
2020
Q3 | $1.64B | Sell |
49,496,560
-2,643,720
| -5% | -$91.1M | 0.86% | 16 |
|
|
2020
Q2 | $1.69B | Buy |
52,140,280
+8,024,150
| +18% | +$219M | 0.95% | 13 |
|
|
2020
Q1 | $1.06B | Sell |
44,116,130
-2,995,770
| -6% | -$86.3M | 0.73% | 20 |
|
|
2019
Q4 | $1.38B | Sell |
47,111,900
-4,486,710
| -9% | -$119M | 0.71% | 17 |
|
|
2019
Q3 | $1.19B | Sell |
51,598,610
-2,722,730
| -5% | -$57.2M | 0.65% | 20 |
|
|
2019
Q2 | $1.02B | Buy |
54,321,340
+1,125,080
| +2% | +$21.3M | 0.55% | 26 |
|
|
2019
Q1 | $952M | Sell |
53,196,260
-1,233,290
| -2% | -$20.6M | 0.53% | 32 |
|
|
2018
Q4 | $741M | Buy |
54,429,550
+549,250
| +1% | +$7.87M | 0.47% | 40 |
|
|
2018
Q3 | $817M | Sell |
53,880,300
-1,158,250
| -2% | -$19.8M | 0.44% | 42 |
|
|
2018
Q2 | $951M | Buy |
55,038,550
+2,316,090
| +4% | +$44.6M | 0.54% | 26 |
|
|
2018
Q1 | $1.07B | Buy |
52,722,460
+2,866,770
| +6% | +$56.8M | 0.63% | 20 |
|
|
2017
Q4 | $918M | Sell |
49,855,690
-286,460
| -0.6% | -$5.63M | 0.56% | 25 |
|
|
2017
Q3 | $928M | Buy |
50,142,150
+2,715,460
| +6% | +$44.1M | 0.59% | 23 |
|
|
2017
Q2 | $671M | Buy |
47,426,690
+47,223,480
| +23,239% | +$692M | 0.46% | 36 |
|
|
2017
Q1 | $2.61M | Buy |
203,210
+4,000
| +2% | +$47K | 0.02% | 456 |
|
|
2016
Q4 | $2.11M | Buy |
199,210
+24,600
| +14% | +$250K | 0.02% | 492 |
|
|
2016
Q3 | $1.65M | Sell |
174,610
-2,827,820
| -94% | -$25.7M | 0.01% | 511 |
|
|
2016
Q2 | $25.2M | Sell |
3,002,430
-95,320
| -3% | -$766K | 0.21% | 133 |
|
|
2016
Q1 | $25.6M | Sell |
3,097,750
-2,343,040
| -43% | -$17M | 0.21% | 133 |
|
|
2015
Q4 | $43.2M | Sell |
5,440,790
-24,850
| -0.5% | -$187K | 0.35% | 78 |
|
|
2015
Q3 | $35.7M | Buy |
5,465,640
+797,680
| +17% | +$5.85M | 0.31% | 90 |
|
|
2015
Q2 | $38M | Buy |
4,667,960
+590,660
| +14% | +$4.64M | 0.3% | 97 |
|
|
2015
Q1 | $28.6M | Sell |
4,077,300
-918,570
| -18% | -$7.26M | 0.22% | 128 |
|
|
2014
Q4 | $39.6M | Sell |
4,995,870
-315,970
| -6% | -$2.45M | 0.29% | 91 |
|
|
2014
Q3 | $39.7M | Buy |
5,311,840
+5,098,100
| +2,385% | +$36.4M | 0.37% | 60 |
|
|
2014
Q2 | $1.44M | Buy |
213,740
+24,550
| +13% | +$147K | 0.01% | 517 |
|
|
2014
Q1 | $1.04M | Buy |
189,190
+26,270
| +16% | +$140K | 0.01% | 594 |
|
|
2013
Q4 | $887K | Hold |
162,920
| – | – | 0.01% | 595 |
|
|
2013
Q3 | $834K | Sell |
162,920
-18,190
| -10% | -$88.9K | 0.01% | 592 |
|
|
2013
Q2 | $800K | Buy |
+181,110
| New | +$819K | 0.01% | 572 |
|
Other funds holding LRCX
VCM
VPM
Janus Henderson Group's LRCX Position: Q1 2026 in Review
Janus Henderson Group increased its Lam Research (LRCX) stake by 2% in Q1 2026, buying an estimated $40.5M and bringing the position to 9,265,026 shares worth $1.98B. The position accounts for 0.94% of the portfolio, ranked #12.
Janus Henderson Group first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.32B in Q1 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Janus Henderson Group held 9,265,026 shares of Lam Research worth $1.98B as of Q1 2026.
- Janus Henderson Group bought 181,087 Lam Research shares in Q1 2026, an estimated $40.5M.
- Lam Research made up 0.94% of Janus Henderson Group's portfolio in Q1 2026, its #12 holding.
- Janus Henderson Group first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
- Janus Henderson Group's Lam Research position peaked at $2.32B in Q1 2021.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.