Jennison Associates’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 | $1.53B | Buy |
3,526,442
+153,136
| +5% | +$46.5M | 0.92% | 25 |
|
|
2026
Q1 | $721M | Buy |
3,373,306
+2,523,351
| +297% | +$564M | 0.5% | 40 |
|
|
2025
Q4 | $145M | Buy |
849,955
+53,347
| +7% | +$8.3M | 0.09% | 97 |
|
|
2025
Q3 | $107M | Sell |
796,608
-48,035
| -6% | -$5.09M | 0.06% | 127 |
|
|
2025
Q2 | $82.2M | Sell |
844,643
-128
| -0% | -$10.2K | 0.05% | 153 |
|
|
2025
Q1 | $61.4M | Sell |
844,771
-31,396
| -4% | -$2.47M | 0.04% | 182 |
|
|
2024
Q4 | $63.3M | Sell |
876,167
-1,506,583
| -63% | -$114M | 0.04% | 196 |
|
|
2024
Q3 | $194M | Buy |
2,382,750
+397,250
| +20% | +$34.5M | 0.12% | 80 |
|
|
2024
Q2 | $211M | Buy |
1,985,500
+1,063,170
| +115% | +$102M | 0.14% | 74 |
|
|
2024
Q1 | $89.6M | Buy |
922,330
+10,040
| +1% | +$883K | 0.06% | 131 |
|
|
2023
Q4 | $71.5M | Sell |
912,290
-586,340
| -39% | -$40M | 0.05% | 146 |
|
|
2023
Q3 | $93.9M | Sell |
1,498,630
-244,790
| -14% | -$16.1M | 0.08% | 110 |
|
|
2023
Q2 | $112M | Sell |
1,743,420
-806,350
| -32% | -$45.5M | 0.09% | 101 |
|
|
2023
Q1 | $135M | Buy |
2,549,770
+227,520
| +10% | +$11.2M | 0.12% | 89 |
|
|
2022
Q4 | $97.6M | Buy |
2,322,250
+861,100
| +59% | +$36M | 0.1% | 113 |
|
|
2022
Q3 | $53.5M | Buy |
1,461,150
+6,080
| +0.4% | +$271K | 0.05% | 170 |
|
|
2022
Q2 | $62M | Sell |
1,455,070
-571,320
| -28% | -$27.2M | 0.06% | 153 |
|
|
2022
Q1 | $109M | Sell |
2,026,390
-249,050
| -11% | -$14.5M | 0.08% | 112 |
|
|
2021
Q4 | $164M | Sell |
2,275,440
-2,470
| -0.1% | -$155K | 0.1% | 91 |
|
|
2021
Q3 | $130M | Buy |
2,277,910
+278,510
| +14% | +$16.9M | 0.08% | 98 |
|
|
2021
Q2 | $130M | Buy |
1,999,400
+1,514,410
| +312% | +$95.6M | 0.09% | 99 |
|
|
2021
Q1 | $28.9M | Sell |
484,990
-441,590
| -48% | -$24.1M | 0.02% | 304 |
|
|
2020
Q4 | $43.8M | Sell |
926,580
-581,140
| -39% | -$24.4M | 0.03% | 226 |
|
|
2020
Q3 | $50M | Sell |
1,507,720
-483,040
| -24% | -$16.6M | 0.04% | 180 |
|
|
2020
Q2 | $64.4M | Buy |
1,990,760
+85,940
| +5% | +$2.34M | 0.06% | 130 |
|
|
2020
Q1 | $45.7M | Buy |
1,904,820
+352,290
| +23% | +$10.1M | 0.06% | 153 |
|
|
2019
Q4 | $45.4M | Sell |
1,552,530
-1,249,100
| -45% | -$33.2M | 0.05% | 198 |
|
|
2019
Q3 | $64.7M | Buy |
2,801,630
+1,051,260
| +60% | +$22.1M | 0.07% | 167 |
|
|
2019
Q2 | $32.9M | Sell |
1,750,370
-1,069,520
| -38% | -$20.3M | 0.03% | 269 |
|
|
2019
Q1 | $50.5M | Buy |
2,819,890
+525,780
| +23% | +$8.77M | 0.05% | 223 |
|
|
2018
Q4 | $31.2M | Buy |
2,294,110
+20,850
| +0.9% | +$299K | 0.03% | 276 |
|
|
2018
Q3 | $34.5M | Buy |
2,273,260
+103,290
| +5% | +$1.76M | 0.03% | 315 |
|
|
2018
Q2 | $37.5M | Buy |
2,169,970
+223,850
| +12% | +$4.31M | 0.04% | 307 |
|
|
2018
Q1 | $39.5M | Sell |
1,946,120
-544,250
| -22% | -$10.8M | 0.04% | 288 |
|
|
2017
Q4 | $45.8M | Buy |
+2,490,370
| New | +$48.9M | 0.05% | 270 |
|
|
2017
Q1 | – | Sell |
-25,930
| Closed | -$274K | – | 735 |
|
|
2016
Q4 | $274K | Sell |
25,930
-171,210
| -87% | -$1.74M | ﹤0.01% | 749 |
|
|
2016
Q3 | $1.87M | Buy |
+197,140
| New | +$1.79M | ﹤0.01% | 561 |
|
Other funds holding LRCX
Jennison Associates's LRCX Position: Q2 2026 in Review
Jennison Associates increased its Lam Research (LRCX) stake by 4.5% in Q2 2026, buying an estimated $46.5M and bringing the position to 3,526,442 shares worth $1.53B. The position accounts for 0.92% of the portfolio, ranked #25.
Jennison Associates first reported a position in LRCX in Q3 2016 and has held it in 37 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Jennison Associates held 3,526,442 shares of Lam Research worth $1.53B as of Q2 2026.
- Jennison Associates bought 153,136 Lam Research shares in Q2 2026, an estimated $46.5M.
- Lam Research made up 0.92% of Jennison Associates's portfolio in Q2 2026, its #25 holding.
- Jennison Associates first reported a position in Lam Research in Q3 2016 and has held it in 37 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.