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Manning & Napier Advisors’s Lam Research LRCX Stock Holding History

Manning & Napier Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157M Sell
362,315
-15,685
-4% -$4.76M 2.01% 17
2026
Q1 		$80.8M Sell
378,000
-197,972
-34% -$44.3M 1.14% 28
2025
Q4 		$100M Buy
575,972
+575,492
+119,894% +$89.5M 1.3% 27
2025
Q3 		$64.3K Buy
+480
New +$50.8K ﹤0.01% 327

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manning & Napier Advisors's LRCX Position: Q2 2026 in Review

Manning & Napier Advisors reduced its Lam Research (LRCX) stake by 4.1% in Q2 2026, selling an estimated $4.76M and leaving 362,315 shares worth $157M. The position accounts for 2.01% of the portfolio, ranked #17.

Manning & Napier Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Manning & Napier Advisors held 362,315 shares of Lam Research worth $157M as of Q2 2026.
  • Manning & Napier Advisors sold 15,685 Lam Research shares in Q2 2026, an estimated $4.76M.
  • Lam Research made up 2.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #17 holding.
  • Manning & Napier Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.