TD 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
Q1 | $653M | Buy |
3,056,874
+1,486,427
| +95% | +$332M | 0.53% | 39 |
|
|
2025
Q4 | $269M | Sell |
1,570,447
-852,142
| -35% | -$133M | 0.22% | 86 |
|
|
2025
Q3 | $324M | Sell |
2,422,589
-529,820
| -18% | -$56.1M | 0.26% | 78 |
|
|
2025
Q2 | $287M | Buy |
2,952,409
+248,633
| +9% | +$19.7M | 0.25% | 84 |
|
|
2025
Q1 | $197M | Buy |
2,703,776
+121,864
| +5% | +$9.6M | 0.18% | 122 |
|
|
2024
Q4 | $186M | Buy |
+2,581,912
| New | +$196M | 0.17% | 129 |
|
|
2024
Q3 | – | Sell |
-3,180,050
| Closed | -$339M | – | 1410 |
|
|
2024
Q2 | $339M | Sell |
3,180,050
-248,160
| -7% | -$23.8M | 0.32% | 67 |
|
|
2024
Q1 | $333M | Buy |
3,428,210
+357,320
| +12% | +$31.4M | 0.31% | 67 |
|
|
2023
Q4 | $241M | Buy |
3,070,890
+916,530
| +43% | +$62.5M | 0.24% | 80 |
|
|
2023
Q3 | $135M | Sell |
2,154,360
-33,390
| -2% | -$2.19M | 0.16% | 117 |
|
|
2023
Q2 | $141M | Sell |
2,187,750
-164,880
| -7% | -$9.29M | 0.16% | 114 |
|
|
2023
Q1 | $125M | Sell |
2,352,630
-273,580
| -10% | -$13.4M | 0.15% | 126 |
|
|
2022
Q4 | $110M | Buy |
2,626,210
+1,262,380
| +93% | +$52.8M | 0.14% | 132 |
|
|
2022
Q3 | $50.5M | Buy |
1,363,830
+20,830
| +2% | +$927K | 0.06% | 247 |
|
|
2022
Q2 | $57.2M | Sell |
1,343,000
-425,040
| -24% | -$20.2M | 0.07% | 232 |
|
|
2022
Q1 | $95.1M | Sell |
1,768,040
-129,450
| -7% | -$7.54M | 0.09% | 184 |
|
|
2021
Q4 | $136M | Sell |
1,897,490
-522,610
| -22% | -$32.8M | 0.11% | 155 |
|
|
2021
Q3 | $138M | Sell |
2,420,100
-21,030
| -0.9% | -$1.28M | 0.14% | 120 |
|
|
2021
Q2 | $156M | Sell |
2,441,130
-291,910
| -11% | -$18.4M | 0.16% | 112 |
|
|
2021
Q1 | $163M | Sell |
2,733,040
-618,260
| -18% | -$33.7M | 0.18% | 102 |
|
|
2020
Q4 | $158M | Sell |
3,351,300
-605,830
| -15% | -$25.5M | 0.19% | 103 |
|
|
2020
Q3 | $131M | Sell |
3,957,130
-522,560
| -12% | -$18M | 0.18% | 111 |
|
|
2020
Q2 | $145M | Buy |
4,479,690
+2,345,570
| +110% | +$64M | 0.21% | 100 |
|
|
2020
Q1 | $51.2M | Buy |
2,134,120
+616,160
| +41% | +$17.7M | 0.09% | 176 |
|
|
2019
Q4 | $44.4M | Buy |
1,517,960
+616,350
| +68% | +$16.4M | 0.06% | 240 |
|
|
2019
Q3 | $20.8M | Buy |
901,610
+372,940
| +71% | +$7.83M | 0.03% | 360 |
|
|
2019
Q2 | $9.93M | Sell |
528,670
-12,220
| -2% | -$232K | 0.01% | 528 |
|
|
2019
Q1 | $9.68M | Sell |
540,890
-181,270
| -25% | -$3.02M | 0.01% | 530 |
|
|
2018
Q4 | $9.83M | Sell |
722,160
-2,914,730
| -80% | -$41.8M | 0.02% | 493 |
|
|
2018
Q3 | $55.2M | Sell |
3,636,890
-125,740
| -3% | -$2.15M | 0.08% | 198 |
|
|
2018
Q2 | $65M | Buy |
3,762,630
+2,422,930
| +181% | +$46.7M | 0.1% | 169 |
|
|
2018
Q1 | $27.2M | Buy |
1,339,700
+93,440
| +7% | +$1.85M | 0.04% | 323 |
|
|
2017
Q4 | $22.9M | Sell |
1,246,260
-151,570
| -11% | -$2.98M | 0.03% | 357 |
|
|
2017
Q3 | $25.9M | Buy |
1,397,830
+113,830
| +9% | +$1.85M | 0.04% | 333 |
|
|
2017
Q2 | $18.2M | Buy |
1,284,000
+52,830
| +4% | +$775K | 0.03% | 413 |
|
|
2017
Q1 | $15.8M | Buy |
1,231,170
+389,010
| +46% | +$4.57M | 0.03% | 437 |
|
|
2016
Q4 | $8.9M | Sell |
842,160
-287,370
| -25% | -$2.92M | 0.02% | 550 |
|
|
2016
Q3 | $10.7M | Sell |
1,129,530
-3,020
| -0.3% | -$27.5K | 0.02% | 510 |
|
|
2016
Q2 | $9.52M | Buy |
1,132,550
+36,150
| +3% | +$290K | 0.02% | 525 |
|
|
2016
Q1 | $9.06M | Buy |
1,096,400
+344,090
| +46% | +$2.5M | 0.02% | 523 |
|
|
2015
Q4 | $5.97M | Sell |
752,310
-376,720
| -33% | -$2.83M | 0.01% | 603 |
|
|
2015
Q3 | $7.38M | Sell |
1,129,030
-1,015,000
| -47% | -$7.44M | 0.01% | 532 |
|
|
2015
Q2 | $17.4M | Buy |
2,144,030
+562,880
| +36% | +$4.42M | 0.03% | 367 |
|
|
2015
Q1 | $11.1M | Buy |
1,581,150
+549,320
| +53% | +$4.34M | 0.02% | 467 |
|
|
2014
Q4 | $8.19M | Sell |
1,031,830
-323,640
| -24% | -$2.51M | 0.01% | 535 |
|
|
2014
Q3 | $10.1M | Buy |
1,355,470
+242,440
| +22% | +$1.73M | 0.02% | 465 |
|
|
2014
Q2 | $7.52M | Sell |
1,113,030
-484,000
| -30% | -$2.89M | 0.01% | 540 |
|
|
2014
Q1 | $8.78M | Buy |
1,597,030
+310,000
| +24% | +$1.65M | 0.02% | 492 |
|
|
2013
Q4 | $7.01M | Buy |
1,287,030
+374,000
| +41% | +$1.97M | 0.01% | 540 |
|
|
2013
Q3 | $4.67M | Sell |
913,030
-39,000
| -4% | -$191K | 0.01% | 623 |
|
|
2013
Q2 | $4.22M | Buy |
+952,030
| New | +$4.3M | 0.01% | 621 |
|
Other funds holding LRCX
VCM
VPM
TD Asset Management's LRCX Position: Q1 2026 in Review
TD Asset Management increased its Lam Research (LRCX) stake by 95% in Q1 2026, buying an estimated $332M and bringing the position to 3,056,874 shares worth $653M. The position accounts for 0.53% of the portfolio, ranked #39.
TD Asset Management first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- TD Asset Management held 3,056,874 shares of Lam Research worth $653M as of Q1 2026.
- TD Asset Management bought 1,486,427 Lam Research shares in Q1 2026, an estimated $332M.
- Lam Research made up 0.53% of TD Asset Management's portfolio in Q1 2026, its #39 holding.
- TD Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.