Mackenzie Financial’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 | $686M | Sell |
1,582,810
-34,542
| -2% | -$10.5M | 0.69% | 30 |
|
|
2026
Q1 | $346M | Sell |
1,617,352
-199,458
| -11% | -$44.6M | 0.41% | 55 |
|
|
2025
Q4 | $315M | Buy |
1,816,810
+184,817
| +11% | +$28.7M | 0.37% | 60 |
|
|
2025
Q3 | $219M | Sell |
1,631,993
-108,654
| -6% | -$11.5M | 0.26% | 84 |
|
|
2025
Q2 | $169M | Buy |
1,740,647
+174,977
| +11% | +$13.9M | 0.22% | 106 |
|
|
2025
Q1 | $114M | Sell |
1,565,670
-781,866
| -33% | -$61.6M | 0.16% | 136 |
|
|
2024
Q4 | $170M | Buy |
2,347,536
+74,146
| +3% | +$5.62M | 0.23% | 109 |
|
|
2024
Q3 | $186M | Sell |
2,273,390
-613,650
| -21% | -$53.4M | 0.26% | 99 |
|
|
2024
Q2 | $307M | Buy |
2,887,040
+460
| +0% | +$44.1K | 0.46% | 58 |
|
|
2024
Q1 | $280M | Sell |
2,886,580
-138,630
| -5% | -$12.2M | 0.4% | 64 |
|
|
2023
Q4 | $237M | Buy |
3,025,210
+680
| +0% | +$46.3K | 0.36% | 72 |
|
|
2023
Q3 | $187M | Sell |
3,024,530
-82,180
| -3% | -$5.4M | 0.31% | 80 |
|
|
2023
Q2 | $202M | Buy |
3,106,710
+1,104,190
| +55% | +$62.2M | 0.31% | 83 |
|
|
2023
Q1 | $106M | Sell |
2,002,520
-123,280
| -6% | -$6.05M | 0.16% | 141 |
|
|
2022
Q4 | $89.3M | Sell |
2,125,800
-105,670
| -5% | -$4.42M | 0.15% | 151 |
|
|
2022
Q3 | $81.7M | Buy |
2,231,470
+34,200
| +2% | +$1.52M | 0.14% | 159 |
|
|
2022
Q2 | $93.6M | Sell |
2,197,270
-135,530
| -6% | -$6.45M | 0.15% | 155 |
|
|
2022
Q1 | $125M | Buy |
2,332,800
+246,360
| +12% | +$14.3M | 0.17% | 138 |
|
|
2021
Q4 | $150M | Buy |
2,086,440
+1,366,300
| +190% | +$85.6M | 0.2% | 124 |
|
|
2021
Q3 | $41M | Sell |
720,140
-13,330
| -2% | -$811K | 0.06% | 251 |
|
|
2021
Q2 | $47.7M | Buy |
733,470
+56,830
| +8% | +$3.59M | 0.07% | 230 |
|
|
2021
Q1 | $40.3M | Buy |
676,640
+456,180
| +207% | +$24.9M | 0.06% | 230 |
|
|
2020
Q4 | $10.4M | Buy |
220,460
+49,140
| +29% | +$2.07M | 0.02% | 342 |
|
|
2020
Q3 | $5.68M | Sell |
171,320
-43,770
| -20% | -$1.51M | 0.01% | 385 |
|
|
2020
Q2 | $6.96M | Sell |
215,090
-182,750
| -46% | -$4.98M | 0.02% | 348 |
|
|
2020
Q1 | $9.55M | Sell |
397,840
-332,370
| -46% | -$9.57M | 0.03% | 276 |
|
|
2019
Q4 | $21.4M | Buy |
730,210
+15,270
| +2% | +$406K | 0.05% | 240 |
|
|
2019
Q3 | $16.5M | Buy |
+714,940
| New | +$15M | 0.04% | 266 |
|
|
2016
Q2 | – | Sell |
-299,960
| Closed | -$2.48M | – | 939 |
|
|
2016
Q1 | $2.48M | Buy |
299,960
+4,960
| +2% | +$36.1K | 0.02% | 329 |
|
|
2015
Q4 | $2.34M | Buy |
295,000
+92,000
| +45% | +$692K | 0.01% | 385 |
|
|
2015
Q3 | $1.33M | Buy |
203,000
+58,000
| +40% | +$425K | 0.01% | 491 |
|
|
2015
Q2 | $1.18M | Sell |
145,000
-22,000
| -13% | -$173K | 0.01% | 530 |
|
|
2015
Q1 | $1.17M | Sell |
167,000
-32,000
| -16% | -$253K | 0.01% | 523 |
|
|
2014
Q4 | $1.58M | Sell |
199,000
-350,000
| -64% | -$2.71M | 0.01% | 466 |
|
|
2014
Q3 | $4.1M | Buy |
549,000
+106,000
| +24% | +$756K | 0.02% | 330 |
|
|
2014
Q2 | $2.99M | Sell |
443,000
-39,000
| -8% | -$233K | 0.01% | 372 |
|
|
2014
Q1 | $2.65M | Buy |
482,000
+27,000
| +6% | +$143K | 0.01% | 368 |
|
|
2013
Q4 | $2.48M | Buy |
455,000
+17,000
| +4% | +$89.4K | 0.01% | 364 |
|
|
2013
Q3 | $2.24M | Buy |
+438,000
| New | +$2.14M | 0.01% | 368 |
|
Other funds holding LRCX
Mackenzie Financial's LRCX Position: Q2 2026 in Review
Mackenzie Financial reduced its Lam Research (LRCX) stake by 2.1% in Q2 2026, selling an estimated $10.5M and leaving 1,582,810 shares worth $686M. The position accounts for 0.69% of the portfolio, ranked #30.
Mackenzie Financial first reported a position in LRCX in Q3 2013 and has held it in 39 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Mackenzie Financial held 1,582,810 shares of Lam Research worth $686M as of Q2 2026.
- Mackenzie Financial sold 34,542 Lam Research shares in Q2 2026, an estimated $10.5M.
- Lam Research made up 0.69% of Mackenzie Financial's portfolio in Q2 2026, its #30 holding.
- Mackenzie Financial first reported a position in Lam Research in Q3 2013 and has held it in 39 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.