National Pension Service’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 | $719M | Buy |
3,364,610
+52,415
| +2% | +$11.7M | 0.55% | 31 |
|
|
2025
Q4 | $567M | Sell |
3,312,195
-205,851
| -6% | -$32M | 0.42% | 42 |
|
|
2025
Q3 | $471M | Buy |
3,518,046
+96,382
| +3% | +$10.2M | 0.37% | 49 |
|
|
2025
Q2 | $333M | Buy |
3,421,664
+238,775
| +8% | +$18.9M | 0.29% | 69 |
|
|
2025
Q1 | $231M | Buy |
3,182,889
+148,141
| +5% | +$11.7M | 0.22% | 103 |
|
|
2024
Q4 | $219M | Buy |
+3,034,748
| New | +$230M | 0.21% | 95 |
|
|
2024
Q3 | – | Sell |
-2,623,060
| Closed | -$279M | – | 535 |
|
|
2024
Q2 | $279M | Buy |
2,623,060
+20,850
| +0.8% | +$2M | 0.32% | 55 |
|
|
2024
Q1 | $253M | Buy |
2,602,210
+15,220
| +0.6% | +$1.34M | 0.3% | 59 |
|
|
2023
Q4 | $203M | Buy |
2,586,990
+61,510
| +2% | +$4.19M | 0.28% | 70 |
|
|
2023
Q3 | $153M | Buy |
2,525,480
+39,830
| +2% | +$2.62M | 0.24% | 87 |
|
|
2023
Q2 | $159M | Buy |
2,485,650
+168,280
| +7% | +$9.49M | 0.26% | 83 |
|
|
2023
Q1 | $123M | Buy |
2,317,370
+10,690
| +0.5% | +$525K | 0.22% | 98 |
|
|
2022
Q4 | $96.9M | Buy |
2,306,680
+39,940
| +2% | +$1.67M | 0.19% | 126 |
|
|
2022
Q3 | $84M | Buy |
2,266,740
+33,390
| +1% | +$1.49M | 0.18% | 134 |
|
|
2022
Q2 | $95.2M | Buy |
2,233,350
+162,210
| +8% | +$7.72M | 0.2% | 119 |
|
|
2022
Q1 | $111M | Buy |
2,071,140
+42,020
| +2% | +$2.45M | 0.2% | 105 |
|
|
2021
Q4 | $146M | Sell |
2,029,120
-22,780
| -1% | -$1.43M | 0.25% | 80 |
|
|
2021
Q3 | $117M | Buy |
2,051,900
+390
| +0% | +$23.7K | 0.22% | 97 |
|
|
2021
Q2 | $133M | Buy |
2,051,510
+30,040
| +1% | +$1.9M | 0.25% | 82 |
|
|
2021
Q1 | $120M | Sell |
2,021,470
-130,380
| -6% | -$7.1M | 0.25% | 84 |
|
|
2020
Q4 | $102M | Sell |
2,151,850
-18,630
| -0.9% | -$784K | 0.23% | 95 |
|
|
2020
Q3 | $73.1M | Hold |
2,170,480
| – | – | 0.19% | 123 |
|
|
2020
Q2 | $70.2M | Buy |
2,170,480
+101,500
| +5% | +$2.77M | 0.2% | 114 |
|
|
2020
Q1 | $49.7M | Buy |
2,068,980
+22,470
| +1% | +$647K | 0.17% | 149 |
|
|
2019
Q4 | $59.8M | Sell |
2,046,510
-157,100
| -7% | -$4.17M | 0.16% | 153 |
|
|
2019
Q3 | $50.9M | Buy |
2,203,610
+101,450
| +5% | +$2.13M | 0.16% | 166 |
|
|
2019
Q2 | $39.5M | Buy |
2,102,160
+125,370
| +6% | +$2.38M | 0.13% | 201 |
|
|
2019
Q1 | $35.4M | Buy |
1,976,790
+71,350
| +4% | +$1.19M | 0.14% | 178 |
|
|
2018
Q4 | $34.6M | Buy |
1,905,440
+128,840
| +7% | +$1.85M | 0.14% | 178 |
|
|
2018
Q3 | $27M | Sell |
1,776,600
-117,670
| -6% | -$2.01M | 0.11% | 222 |
|
|
2018
Q2 | $32.4M | Buy |
1,894,270
+220,460
| +13% | +$4.25M | 0.15% | 180 |
|
|
2018
Q1 | $34M | Sell |
1,673,810
-23,240
| -1% | -$460K | 0.17% | 158 |
|
|
2017
Q4 | $31.2M | Sell |
1,697,050
-49,900
| -3% | -$981K | 0.16% | 167 |
|
|
2017
Q3 | $31.8M | Buy |
1,746,950
+71,970
| +4% | +$1.17M | 0.17% | 147 |
|
|
2017
Q2 | $23.8M | Buy |
1,674,980
+322,220
| +24% | +$4.72M | 0.14% | 192 |
|
|
2017
Q1 | $17.4M | Sell |
1,352,760
-27,290
| -2% | -$321K | 0.12% | 230 |
|
|
2016
Q4 | $14.6M | Buy |
1,380,050
+92,530
| +7% | +$940K | 0.1% | 278 |
|
|
2016
Q3 | $12.2M | Buy |
1,287,520
+110,680
| +9% | +$1.01M | 0.1% | 272 |
|
|
2016
Q2 | $9.89M | Buy |
1,176,840
+87,790
| +8% | +$705K | 0.09% | 293 |
|
|
2016
Q1 | $9M | Buy |
1,089,050
+47,690
| +5% | +$347K | 0.09% | 277 |
|
|
2015
Q4 | $8.27M | Buy |
1,041,360
+69,060
| +7% | +$519K | 0.09% | 284 |
|
|
2015
Q3 | $6.35M | Buy |
972,300
+161,610
| +20% | +$1.18M | 0.08% | 347 |
|
|
2015
Q2 | $6.59M | Buy |
810,690
+125,560
| +18% | +$986K | 0.09% | 301 |
|
|
2015
Q1 | $4.81M | Buy |
685,130
+100,820
| +17% | +$797K | 0.07% | 376 |
|
|
2014
Q4 | $4.64M | Buy |
+584,310
| New | +$4.53M | 0.08% | 319 |
|
Other funds holding LRCX
VCM
VPM
National Pension Service's LRCX Position: Q1 2026 in Review
National Pension Service increased its Lam Research (LRCX) stake by 1.6% in Q1 2026, buying an estimated $11.7M and bringing the position to 3,364,610 shares worth $719M. The position accounts for 0.55% of the portfolio, ranked #31.
National Pension Service first reported a position in LRCX in Q4 2014 and has held it in 45 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- National Pension Service held 3,364,610 shares of Lam Research worth $719M as of Q1 2026.
- National Pension Service bought 52,415 Lam Research shares in Q1 2026, an estimated $11.7M.
- Lam Research made up 0.55% of National Pension Service's portfolio in Q1 2026, its #31 holding.
- National Pension Service first reported a position in Lam Research in Q4 2014 and has held it in 45 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on National Pension Service's 13F filing for Q1 2026, filed 12 May 2026.