Natixis’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 | $39.2M | Buy |
183,670
+170,173
| +1,261% | +$38M | 0.14% | 102 |
|
|
2025
Q4 | $2.31M | Sell |
13,497
-165,771
| -92% | -$25.8M | 0.01% | 584 |
|
|
2025
Q3 | $24M | Sell |
179,268
-834,135
| -82% | -$88.3M | 0.11% | 166 |
|
|
2025
Q2 | $98.6M | Sell |
1,013,403
-108,514
| -10% | -$8.61M | 0.44% | 35 |
|
|
2025
Q1 | $80.2M | Sell |
1,121,917
-829,389
| -43% | -$65.3M | 0.44% | 38 |
|
|
2024
Q4 | $141M | Buy |
1,951,306
+639,726
| +49% | +$48.5M | 0.86% | 21 |
|
|
2024
Q3 | $107M | Buy |
1,311,580
+238,050
| +22% | +$20.7M | 0.6% | 30 |
|
|
2024
Q2 | $114M | Sell |
1,073,530
-356,140
| -25% | -$34.2M | 0.65% | 28 |
|
|
2024
Q1 | $139M | Buy |
1,429,670
+1,325,090
| +1,267% | +$117M | 0.72% | 28 |
|
|
2023
Q4 | $8.19M | Sell |
104,580
-102,860
| -50% | -$7.01M | 0.06% | 241 |
|
|
2023
Q3 | $13M | Sell |
207,440
-202,480
| -49% | -$13.3M | 0.1% | 166 |
|
|
2023
Q2 | $26.4M | Buy |
409,920
+362,450
| +764% | +$20.4M | 0.21% | 103 |
|
|
2023
Q1 | $2.52M | Sell |
47,470
-151,650
| -76% | -$7.44M | 0.02% | 378 |
|
|
2022
Q4 | $8.37M | Buy |
199,120
+60,240
| +43% | +$2.52M | 0.05% | 297 |
|
|
2022
Q3 | $5.09M | Sell |
138,880
-496,160
| -78% | -$22.1M | 0.02% | 405 |
|
|
2022
Q2 | $27.1M | Sell |
635,040
-76,680
| -11% | -$3.65M | 0.1% | 130 |
|
|
2022
Q1 | $38.3M | Buy |
711,720
+494,270
| +227% | +$28.8M | 0.13% | 162 |
|
|
2021
Q4 | $15.6M | Buy |
217,450
+50,250
| +30% | +$3.15M | 0.05% | 295 |
|
|
2021
Q3 | $9.52M | Buy |
167,200
+138,800
| +489% | +$8.44M | 0.03% | 383 |
|
|
2021
Q2 | $1.85M | Sell |
28,400
-301,310
| -91% | -$19M | 0.01% | 530 |
|
|
2021
Q1 | $19.6M | Buy |
329,710
+185,100
| +128% | +$10.1M | 0.06% | 262 |
|
|
2020
Q4 | $6.83M | Buy |
+144,610
| New | +$6.08M | 0.02% | 464 |
|
|
2020
Q2 | – | Sell |
-1,422,950
| Closed | -$34.2M | – | 810 |
|
|
2020
Q1 | $34.2M | Buy |
1,422,950
+793,670
| +126% | +$22.9M | 0.27% | 82 |
|
|
2019
Q4 | $18.4M | Buy |
629,280
+558,030
| +783% | +$14.8M | 0.11% | 196 |
|
|
2019
Q3 | $1.65M | Buy |
+71,250
| New | +$1.5M | 0.01% | 520 |
|
|
2019
Q1 | – | Sell |
-1,369,470
| Closed | -$18.6M | – | 841 |
|
|
2018
Q4 | $18.6M | Buy |
+1,369,470
| New | +$19.6M | 0.15% | 147 |
|
|
2016
Q1 | – | Sell |
-2,459,820
| Closed | -$19.5M | – | 345 |
|
|
2015
Q4 | $19.5M | Buy |
+2,459,820
| New | +$18.5M | 0.33% | 49 |
|
|
2015
Q3 | – | Sell |
-1,778,260
| Closed | -$14.5M | – | 361 |
|
|
2015
Q2 | $14.5M | Buy |
+1,778,260
| New | +$14M | 0.2% | 86 |
|
Other funds holding LRCX
VCM
VPM
Natixis's LRCX Position: Q1 2026 in Review
Natixis increased its Lam Research (LRCX) stake by 1,261% in Q1 2026, buying an estimated $38M and bringing the position to 183,670 shares worth $39.2M. The position accounts for 0.14% of the portfolio, ranked #102.
Natixis first reported a position in LRCX in Q2 2015 and has held it in 28 quarters since. The position peaked at $141M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Natixis held 183,670 shares of Lam Research worth $39.2M as of Q1 2026.
- Natixis bought 170,173 Lam Research shares in Q1 2026, an estimated $38M.
- Lam Research made up 0.14% of Natixis's portfolio in Q1 2026, its #102 holding.
- Natixis first reported a position in Lam Research in Q2 2015 and has held it in 28 quarters since.
- Natixis's Lam Research position peaked at $141M in Q4 2024.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.