Renaissance Group’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 | $46.9M | Sell |
108,197
-46,547
| -30% | -$14.1M | 1.9% | 4 |
|
|
2026
Q1 | $33.1M | Sell |
154,744
-58,038
| -27% | -$13M | 1.38% | 22 |
|
|
2025
Q4 | $36.4M | Buy |
212,782
+201,680
| +1,817% | +$31.4M | 1.46% | 19 |
|
|
2025
Q3 | $1.49M | Sell |
11,102
-1,836
| -14% | -$194K | 0.06% | 141 |
|
|
2025
Q2 | $1.26M | Sell |
12,938
-362
| -3% | -$28.7K | 0.05% | 153 |
|
|
2025
Q1 | $967K | Sell |
13,300
-8,277
| -38% | -$652K | 0.04% | 166 |
|
|
2024
Q4 | $1.56M | Sell |
21,577
-373,883
| -95% | -$28.4M | 0.06% | 163 |
|
|
2024
Q3 | $32.3M | Buy |
395,460
+8,410
| +2% | +$731K | 1.33% | 44 |
|
|
2024
Q2 | $41.2M | Sell |
387,050
-9,390
| -2% | -$901K | 1.61% | 9 |
|
|
2024
Q1 | $38.5M | Sell |
396,440
-52,290
| -12% | -$4.6M | 1.46% | 12 |
|
|
2023
Q4 | $35.1M | Buy |
448,730
+5,000
| +1% | +$341K | 1.46% | 18 |
|
|
2023
Q3 | $27.8M | Sell |
443,730
-82,110
| -16% | -$5.39M | 1.27% | 40 |
|
|
2023
Q2 | $33.8M | Buy |
+525,840
| New | +$29.6M | 1.46% | 16 |
|
|
2023
Q1 | – | Sell |
-9,150
| Closed | -$385K | – | 278 |
|
|
2022
Q4 | $385K | Sell |
9,150
-17,580
| -66% | -$735K | 0.02% | 223 |
|
|
2022
Q3 | $978K | Sell |
26,730
-506,200
| -95% | -$22.5M | 0.05% | 198 |
|
|
2022
Q2 | $22.7M | Buy |
532,930
+28,350
| +6% | +$1.35M | 1.17% | 47 |
|
|
2022
Q1 | $27.1M | Sell |
504,580
-1,160
| -0.2% | -$67.5K | 1.22% | 42 |
|
|
2021
Q4 | $36.4M | Sell |
505,740
-9,840
| -2% | -$617K | 1.48% | 12 |
|
|
2021
Q3 | $29.3M | Sell |
515,580
-250
| -0% | -$15.2K | 1.27% | 34 |
|
|
2021
Q2 | $33.6M | Sell |
515,830
-27,300
| -5% | -$1.72M | 1.41% | 8 |
|
|
2021
Q1 | $32.3M | Sell |
543,130
-224,340
| -29% | -$12.2M | 1.37% | 13 |
|
|
2020
Q4 | $36.2M | Sell |
767,470
-83,350
| -10% | -$3.51M | 1.56% | 4 |
|
|
2020
Q3 | $28.2M | Sell |
850,820
-26,920
| -3% | -$927K | 1.31% | 26 |
|
|
2020
Q2 | $28.4M | Sell |
877,740
-26,700
| -3% | -$728K | 1.35% | 17 |
|
|
2020
Q1 | $21.7M | Sell |
904,440
-196,280
| -18% | -$5.65M | 1.21% | 29 |
|
|
2019
Q4 | $32.2M | Sell |
1,100,720
-59,360
| -5% | -$1.58M | 1.32% | 4 |
|
|
2019
Q3 | $26.8M | Sell |
1,160,080
-290,710
| -20% | -$6.1M | 1.13% | 33 |
|
|
2019
Q2 | $27.3M | Sell |
1,450,790
-76,240
| -5% | -$1.45M | 1.1% | 37 |
|
|
2019
Q1 | $27.3M | Buy |
1,527,030
+69,260
| +5% | +$1.16M | 1.09% | 32 |
|
|
2018
Q4 | $19.9M | Sell |
1,457,770
-16,280
| -1% | -$233K | 0.91% | 45 |
|
|
2018
Q3 | $22.4M | Sell |
1,474,050
-21,080
| -1% | -$360K | 0.78% | 56 |
|
|
2018
Q2 | $25.8M | Sell |
1,495,130
-54,720
| -4% | -$1.05M | 0.92% | 51 |
|
|
2018
Q1 | $31.5M | Sell |
1,549,850
-34,660
| -2% | -$687K | 1.07% | 33 |
|
|
2017
Q4 | $29.2M | Sell |
1,584,510
-553,320
| -26% | -$10.9M | 0.99% | 47 |
|
|
2017
Q3 | $39.6M | Buy |
2,137,830
+49,820
| +2% | +$808K | 1.36% | 3 |
|
|
2017
Q2 | $29.5M | Sell |
2,088,010
-530,030
| -20% | -$7.77M | 1.08% | 40 |
|
|
2017
Q1 | $33.6M | Sell |
2,618,040
-671,010
| -20% | -$7.89M | 1.27% | 14 |
|
|
2016
Q4 | $34.8M | Sell |
3,289,050
-283,550
| -8% | -$2.88M | 1.41% | 4 |
|
|
2016
Q3 | $33.8M | Sell |
3,572,600
-163,050
| -4% | -$1.48M | 1.37% | 4 |
|
|
2016
Q2 | $31.4M | Sell |
3,735,650
-122,140
| -3% | -$981K | 1.32% | 11 |
|
|
2016
Q1 | $31.9M | Sell |
3,857,790
-124,980
| -3% | -$909K | 1.28% | 17 |
|
|
2015
Q4 | $31.6M | Sell |
3,982,770
-750
| -0% | -$5.64K | 1.24% | 28 |
|
|
2015
Q3 | $26M | Buy |
3,983,520
+76,460
| +2% | +$560K | 1.03% | 48 |
|
|
2015
Q2 | $31.8M | Sell |
3,907,060
-17,540
| -0.4% | -$138K | 1.21% | 29 |
|
|
2015
Q1 | $27.6M | Sell |
3,924,600
-27,200
| -0.7% | -$215K | 1.04% | 51 |
|
|
2014
Q4 | $31.4M | Sell |
3,951,800
-791,460
| -17% | -$6.14M | 1.22% | 38 |
|
|
2014
Q3 | $35.4M | Sell |
4,743,260
-678,110
| -13% | -$4.84M | 1.4% | 7 |
|
|
2014
Q2 | $36.6M | Sell |
5,421,370
-310,130
| -5% | -$1.85M | 1.4% | 3 |
|
|
2014
Q1 | $31.5M | Buy |
5,731,500
+608,570
| +12% | +$3.23M | 1.25% | 30 |
|
|
2013
Q4 | $27.9M | Buy |
+5,122,930
| New | +$26.9M | 1.13% | 47 |
|
Other funds holding LRCX
Renaissance Group's LRCX Position: Q2 2026 in Review
Renaissance Group reduced its Lam Research (LRCX) stake by 30% in Q2 2026, selling an estimated $14.1M and leaving 108,197 shares worth $46.9M. The position accounts for 1.9% of the portfolio, ranked #4.
Renaissance Group first reported a position in LRCX in Q4 2013 and has held it in 50 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Renaissance Group held 108,197 shares of Lam Research worth $46.9M as of Q2 2026.
- Renaissance Group sold 46,547 Lam Research shares in Q2 2026, an estimated $14.1M.
- Lam Research made up 1.9% of Renaissance Group's portfolio in Q2 2026, its #4 holding.
- Renaissance Group first reported a position in Lam Research in Q4 2013 and has held it in 50 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.