Panagora Asset Management’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 | $426M | Buy |
983,205
+59,095
| +6% | +$17.9M | 1.31% | 13 |
|
|
2026
Q1 | $197M | Sell |
924,110
-188,698
| -17% | -$42.2M | 0.74% | 20 |
|
|
2025
Q4 | $190M | Buy |
1,112,808
+117,287
| +12% | +$18.2M | 0.68% | 23 |
|
|
2025
Q3 | $133M | Buy |
995,521
+162,943
| +20% | +$17.3M | 0.54% | 39 |
|
|
2025
Q2 | $81M | Buy |
832,578
+11,461
| +1% | +$909K | 0.37% | 64 |
|
|
2025
Q1 | $59.7M | Sell |
821,117
-1,449,860
| -64% | -$114M | 0.3% | 73 |
|
|
2024
Q4 | $164M | Sell |
2,270,977
-64,633
| -3% | -$4.9M | 0.76% | 23 |
|
|
2024
Q3 | $191M | Buy |
2,335,610
+579,450
| +33% | +$50.4M | 0.91% | 14 |
|
|
2024
Q2 | $187M | Buy |
1,756,160
+1,186,340
| +208% | +$114M | 0.94% | 16 |
|
|
2024
Q1 | $55.4M | Sell |
569,820
-203,760
| -26% | -$17.9M | 0.29% | 87 |
|
|
2023
Q4 | $60.6M | Buy |
773,580
+708,100
| +1,081% | +$48.3M | 0.34% | 71 |
|
|
2023
Q3 | $4.1M | Buy |
65,480
+11,350
| +21% | +$746K | 0.03% | 343 |
|
|
2023
Q2 | $3.48M | Sell |
54,130
-170,580
| -76% | -$9.61M | 0.02% | 401 |
|
|
2023
Q1 | $11.9M | Buy |
224,710
+175,560
| +357% | +$8.62M | 0.08% | 234 |
|
|
2022
Q4 | $2.07M | Buy |
49,150
+1,640
| +3% | +$68.6K | 0.01% | 622 |
|
|
2022
Q3 | $1.74M | Sell |
47,510
-726,130
| -94% | -$32.3M | 0.01% | 649 |
|
|
2022
Q2 | $33M | Sell |
773,640
-58,420
| -7% | -$2.78M | 0.22% | 115 |
|
|
2022
Q1 | $44.7M | Buy |
832,060
+629,420
| +311% | +$36.6M | 0.24% | 95 |
|
|
2021
Q4 | $14.6M | Sell |
202,640
-120,250
| -37% | -$7.54M | 0.08% | 233 |
|
|
2021
Q3 | $18.4M | Buy |
322,890
+160,410
| +99% | +$9.76M | 0.1% | 201 |
|
|
2021
Q2 | $10.6M | Buy |
162,480
+65,820
| +68% | +$4.15M | 0.06% | 285 |
|
|
2021
Q1 | $5.75M | Sell |
96,660
-7,670
| -7% | -$418K | 0.03% | 430 |
|
|
2020
Q4 | $4.93M | Sell |
104,330
-1,003,120
| -91% | -$42.2M | 0.03% | 431 |
|
|
2020
Q3 | $36.7M | Sell |
1,107,450
-298,250
| -21% | -$10.3M | 0.23% | 98 |
|
|
2020
Q2 | $45.5M | Sell |
1,405,700
-56,910
| -4% | -$1.55M | 0.29% | 85 |
|
|
2020
Q1 | $35.1M | Sell |
1,462,610
-329,250
| -18% | -$9.48M | 0.25% | 91 |
|
|
2019
Q4 | $52.4M | Buy |
1,791,860
+1,521,780
| +563% | +$40.4M | 0.24% | 106 |
|
|
2019
Q3 | $6.24M | Buy |
270,080
+154,460
| +134% | +$3.24M | 0.03% | 405 |
|
|
2019
Q2 | $2.17M | Sell |
115,620
-360
| -0.3% | -$6.83K | 0.01% | 783 |
|
|
2019
Q1 | $2.08M | Sell |
115,980
-45,770
| -28% | -$764K | 0.01% | 812 |
|
|
2018
Q4 | $2.2M | Sell |
161,750
-29,370
| -15% | -$421K | 0.01% | 742 |
|
|
2018
Q3 | $2.9M | Sell |
191,120
-547,120
| -74% | -$9.34M | 0.01% | 710 |
|
|
2018
Q2 | $12.8M | Sell |
738,240
-72,280
| -9% | -$1.39M | 0.05% | 300 |
|
|
2018
Q1 | $16.5M | Sell |
810,520
-1,730,650
| -68% | -$34.3M | 0.07% | 260 |
|
|
2017
Q4 | $46.8M | Sell |
2,541,170
-54,150
| -2% | -$1.06M | 0.18% | 131 |
|
|
2017
Q3 | $48M | Sell |
2,595,320
-1,756,000
| -40% | -$28.5M | 0.19% | 125 |
|
|
2017
Q2 | $61.5M | Sell |
4,351,320
-1,372,800
| -24% | -$20.1M | 0.25% | 102 |
|
|
2017
Q1 | $73.5M | Sell |
5,724,120
-877,740
| -13% | -$10.3M | 0.31% | 70 |
|
|
2016
Q4 | $69.8M | Sell |
6,601,860
-130,560
| -2% | -$1.33M | 0.32% | 76 |
|
|
2016
Q3 | $63.8M | Buy |
6,732,420
+3,191,420
| +90% | +$29M | 0.3% | 72 |
|
|
2016
Q2 | $29.8M | Buy |
3,541,000
+151,660
| +4% | +$1.22M | 0.15% | 146 |
|
|
2016
Q1 | $28M | Buy |
3,389,340
+1,825,310
| +117% | +$13.3M | 0.14% | 156 |
|
|
2015
Q4 | $12.4M | Sell |
1,564,030
-167,400
| -10% | -$1.26M | 0.06% | 304 |
|
|
2015
Q3 | $11.3M | Sell |
1,731,430
-916,810
| -35% | -$6.72M | 0.06% | 318 |
|
|
2015
Q2 | $21.5M | Sell |
2,648,240
-251,960
| -9% | -$1.98M | 0.11% | 208 |
|
|
2015
Q1 | $20.4M | Buy |
2,900,200
+1,766,350
| +156% | +$14M | 0.1% | 221 |
|
|
2014
Q4 | $9M | Buy |
1,133,850
+267,850
| +31% | +$2.08M | 0.05% | 343 |
|
|
2014
Q3 | $6.47M | Sell |
866,000
-5,040
| -0.6% | -$36K | 0.03% | 427 |
|
|
2014
Q2 | $5.89M | Buy |
871,040
+500
| +0.1% | +$2.99K | 0.03% | 473 |
|
|
2014
Q1 | $4.79M | Buy |
870,540
+10,090
| +1% | +$53.6K | 0.02% | 563 |
|
|
2013
Q4 | $4.68M | Buy |
860,450
+684,010
| +388% | +$3.6M | 0.02% | 559 |
|
|
2013
Q3 | $903K | Sell |
176,440
-3,170
| -2% | -$15.5K | ﹤0.01% | 1145 |
|
|
2013
Q2 | $796K | Buy |
+179,610
| New | +$812K | ﹤0.01% | 1149 |
|
Other funds holding LRCX
Panagora Asset Management's LRCX Position: Q2 2026 in Review
Panagora Asset Management increased its Lam Research (LRCX) stake by 6.4% in Q2 2026, buying an estimated $17.9M and bringing the position to 983,205 shares worth $426M. The position accounts for 1.31% of the portfolio, ranked #13.
Panagora Asset Management first reported a position in LRCX in Q2 2013 and has held it in 53 quarters since. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Panagora Asset Management held 983,205 shares of Lam Research worth $426M as of Q2 2026.
- Panagora Asset Management bought 59,095 Lam Research shares in Q2 2026, an estimated $17.9M.
- Lam Research made up 1.31% of Panagora Asset Management's portfolio in Q2 2026, its #13 holding.
- Panagora Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 53 quarters since.
- 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.