William Blair & Company
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William Blair & Company’s Lam Research LRCX Stock Holding History

William Blair & Company’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.14M Sell
38,085
-4,551
-11% -$1.02M 0.02% 395
2025
Q4 		$7.3M Sell
42,636
-12,770
-23% -$1.99M 0.02% 427
2025
Q3 		$7.42M Buy
55,406
+7,495
+16% +$794K 0.02% 430
2025
Q2 		$4.66M Sell
47,911
-5,921
-11% -$470K 0.01% 510
2025
Q1 		$3.91M Sell
53,832
-10,280
-16% -$810K 0.01% 544
2024
Q4 		$4.63M Sell
64,112
-5,208
-8% -$395K 0.01% 514
2024
Q3 		$5.66M Buy
69,320
+11,770
+20% +$1.02M 0.02% 471
2024
Q2 		$6.13M Buy
57,550
+4,260
+8% +$409K 0.02% 433
2024
Q1 		$5.18M Buy
53,290
+2,970
+6% +$261K 0.02% 474
2023
Q4 		$3.94M Buy
50,320
+2,100
+4% +$143K 0.01% 516
2023
Q3 		$3.02M Buy
48,220
+940
+2% +$61.8K 0.01% 560
2023
Q2 		$3.04M Buy
47,280
+9,140
+24% +$515K 0.01% 564
2023
Q1 		$2.02M Buy
38,140
+6,050
+19% +$297K 0.01% 654
2022
Q4 		$1.35M Sell
32,090
-930
-3% -$38.9K 0.01% 741
2022
Q3 		$1.21M Buy
33,020
+2,140
+7% +$95.3K 0.01% 759
2022
Q2 		$1.32M Sell
30,880
-2,620
-8% -$125K 0.01% 752
2022
Q1 		$1.8M Sell
33,500
-20,690
-38% -$1.2M 0.01% 726
2021
Q4 		$3.9M Buy
54,190
+17,060
+46% +$1.07M 0.01% 543
2021
Q3 		$2.11M Buy
37,130
+6,740
+22% +$410K 0.01% 692
2021
Q2 		$1.98M Sell
30,390
-33,150
-52% -$2.09M 0.01% 711
2021
Q1 		$3.78M Sell
63,540
-830
-1% -$45.2K 0.01% 522
2020
Q4 		$3.04M Buy
64,370
+43,210
+204% +$1.82M 0.01% 544
2020
Q3 		$702K Sell
21,160
-440
-2% -$15.2K ﹤0.01% 870
2020
Q2 		$699K Sell
21,600
-1,230
-5% -$33.5K ﹤0.01% 832
2020
Q1 		$548K Sell
22,830
-5,600
-20% -$161K ﹤0.01% 839
2019
Q4 		$831K Buy
28,430
+920
+3% +$24.4K ﹤0.01% 834
2019
Q3 		$636K Buy
27,510
+2,610
+10% +$54.8K ﹤0.01% 874
2019
Q2 		$468K Sell
24,900
-230
-0.9% -$4.36K ﹤0.01% 1003
2019
Q1 		$450K Sell
25,130
-4,190
-14% -$69.9K ﹤0.01% 997
2018
Q4 		$399K Buy
29,320
+6,990
+31% +$100K ﹤0.01% 984
2018
Q3 		$339K Sell
22,330
-13,110
-37% -$224K ﹤0.01% 1092
2018
Q2 		$613K Buy
35,440
+450
+1% +$8.67K ﹤0.01% 882
2018
Q1 		$711K Sell
34,990
-1,500
-4% -$29.7K 0.01% 804
2017
Q4 		$672K Sell
36,490
-12,400
-25% -$244K ﹤0.01% 865
2017
Q3 		$905K Buy
48,890
+9,810
+25% +$159K 0.01% 757
2017
Q2 		$553K Buy
39,080
+9,540
+32% +$140K ﹤0.01% 948
2017
Q1 		$353K Buy
29,540
+60
+0.2% +$705 ﹤0.01% 1012
2016
Q4 		$312K Buy
+29,480
New +$299K ﹤0.01% 988

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company's LRCX Position: Q1 2026 in Review

William Blair & Company reduced its Lam Research (LRCX) stake by 11% in Q1 2026, selling an estimated $1.02M and leaving 38,085 shares worth $8.14M. The position accounts for 0.02% of the portfolio, ranked #395.

William Blair & Company first reported a position in LRCX in Q4 2016 and has held it in 38 quarters since. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • William Blair & Company held 38,085 shares of Lam Research worth $8.14M as of Q1 2026.
  • William Blair & Company sold 4,551 Lam Research shares in Q1 2026, an estimated $1.02M.
  • Lam Research made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #395 holding.
  • William Blair & Company first reported a position in Lam Research in Q4 2016 and has held it in 38 quarters since.
  • 2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.