SEI Investments’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
$416M Sell
959,938
-154,301
-14% -$46.8M 0.37% 40
2026
Q1
$238M Sell
1,114,239
-39,198
-3% -$8.76M 0.22% 78
2025
Q4
$197M Sell
1,153,437
-13,583
-1% -$2.11M 0.19% 89
2025
Q3
$156M Sell
1,167,020
-1,882,440
-62% -$199M 0.17% 111
2025
Q2
$297M Buy
3,049,460
+451,622
+17% +$35.8M 0.34% 49
2025
Q1
$189M Buy
2,597,838
+1,113,045
+75% +$87.7M 0.24% 70
2024
Q4
$107M Sell
1,484,793
-30,717
-2% -$2.33M 0.14% 151
2024
Q3
$124M Buy
1,515,510
+49,760
+3% +$4.33M 0.16% 121
2024
Q2
$156M Sell
1,465,750
-9,110
-0.6% -$874K 0.22% 83
2024
Q1
$143M Sell
1,474,860
-123,360
-8% -$10.9M 0.21% 93
2023
Q4
$125M Sell
1,598,220
-337,470
-17% -$23M 0.2% 91
2023
Q3
$121M Sell
1,935,690
-200,720
-9% -$13.2M 0.22% 85
2023
Q2
$137M Buy
2,136,410
+213,450
+11% +$12M 0.24% 81
2023
Q1
$102M Buy
1,922,960
+244,160
+15% +$12M 0.19% 90
2022
Q4
$70.6M Buy
1,678,800
+916,910
+120% +$38.4M 0.16% 118
2022
Q3
$27.9M Buy
761,890
+22,440
+3% +$999K 0.06% 349
2022
Q2
$31.5M Buy
739,450
+140,520
+23% +$6.69M 0.07% 311
2022
Q1
$32.4M Buy
598,930
+42,130
+8% +$2.45M 0.07% 322
2021
Q4
$39.8M Buy
556,800
+22,350
+4% +$1.4M 0.07% 271
2021
Q3
$30.6M Sell
534,450
-153,040
-22% -$9.31M 0.06% 315
2021
Q2
$45M Buy
687,490
+6,110
+0.9% +$386K 0.1% 199
2021
Q1
$38.4M Sell
681,380
-44,170
-6% -$2.41M 0.1% 204
2020
Q4
$34.1M Sell
725,550
-175,360
-19% -$7.38M 0.09% 222
2020
Q3
$29.9M Sell
900,910
-165,030
-15% -$5.69M 0.09% 216
2020
Q2
$34.6M Sell
1,065,940
-8,390
-0.8% -$229K 0.11% 172
2020
Q1
$25.7M Buy
1,074,330
+51,780
+5% +$1.49M 0.09% 205
2019
Q4
$29.8M Buy
1,022,550
+228,440
+29% +$6.07M 0.09% 216
2019
Q3
$18.3M Sell
794,110
-174,180
-18% -$3.66M 0.05% 357
2019
Q2
$18.2M Sell
968,290
-176,610
-15% -$3.35M 0.06% 325
2019
Q1
$20.5M Buy
1,144,900
+32,010
+3% +$534K 0.07% 288
2018
Q4
$16.6M Buy
1,112,890
+175,940
+19% +$2.52M 0.06% 357
2018
Q3
$14.3M Sell
936,950
-245,050
-21% -$4.19M 0.05% 389
2018
Q2
$20.4M Sell
1,182,000
-115,750
-9% -$2.23M 0.07% 288
2018
Q1
$26.4M Buy
1,297,750
+199,390
+18% +$3.95M 0.1% 199
2017
Q4
$20.2M Sell
1,098,360
-59,530
-5% -$1.17M 0.07% 314
2017
Q3
$21.4M Buy
1,157,890
+205,880
+22% +$3.34M 0.08% 291
2017
Q2
$13.5M Buy
952,010
+14,870
+2% +$218K 0.05% 424
2017
Q1
$12M Buy
937,140
+203,190
+28% +$2.39M 0.05% 434
2016
Q4
$7.76M Buy
733,950
+308,660
+73% +$3.13M 0.04% 583
2016
Q3
$4.03M Buy
425,290
+59,120
+16% +$538K 0.02% 793
2016
Q2
$3.08M Sell
366,170
-29,650
-7% -$238K 0.02% 832
2016
Q1
$3.27M Sell
395,820
-36,070
-8% -$262K 0.02% 777
2015
Q4
$3.43M Sell
431,890
-123,120
-22% -$926K 0.02% 782
2015
Q3
$3.63M Sell
555,010
-120,260
-18% -$881K 0.03% 565
2015
Q2
$5.49M Sell
675,270
-56,290
-8% -$442K 0.05% 435
2015
Q1
$5.14M Buy
731,560
+415,040
+131% +$3.28M 0.04% 455
2014
Q4
$2.51M Buy
+316,520
New +$2.45M 0.02% 621

Other funds holding LRCX

SEI Investments's LRCX Position: Q2 2026 in Review

SEI Investments reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $46.8M and leaving 959,938 shares worth $416M. The position accounts for 0.37% of the portfolio, ranked #40.

SEI Investments first reported a position in LRCX in Q4 2014 and has held it in 47 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SEI Investments held 959,938 shares of Lam Research worth $416M as of Q2 2026.
  • SEI Investments sold 154,301 Lam Research shares in Q2 2026, an estimated $46.8M.
  • Lam Research made up 0.37% of SEI Investments's portfolio in Q2 2026, its #40 holding.
  • SEI Investments first reported a position in Lam Research in Q4 2014 and has held it in 47 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.