William Blair Investment 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 | $44.3M | Buy |
102,273
+22,826
| +29% | +$6.93M | 0.13% | 161 |
|
|
2026
Q1 | $17M | Sell |
79,447
-31,221
| -28% | -$6.98M | 0.06% | 267 |
|
|
2025
Q4 | $18.9M | Sell |
110,668
-1,732,948
| -94% | -$270M | 0.05% | 280 |
|
|
2025
Q3 | $247M | Sell |
1,843,616
-64,752
| -3% | -$6.86M | 0.64% | 31 |
|
|
2025
Q2 | $186M | Sell |
1,908,368
-1,415,512
| -43% | -$112M | 0.49% | 52 |
|
|
2025
Q1 | $242M | Sell |
3,323,880
-86,440
| -3% | -$6.81M | 0.68% | 33 |
|
|
2024
Q4 | $246M | Buy |
3,410,320
+315,500
| +10% | +$23.9M | 0.6% | 36 |
|
|
2024
Q3 | $253M | Buy |
3,094,820
+127,010
| +4% | +$11M | 0.62% | 42 |
|
|
2024
Q2 | $316M | Buy |
2,967,810
+413,790
| +16% | +$39.7M | 0.83% | 21 |
|
|
2024
Q1 | $248M | Buy |
2,554,020
+110,060
| +5% | +$9.68M | 0.64% | 38 |
|
|
2023
Q4 | $191M | Buy |
2,443,960
+163,060
| +7% | +$11.1M | 0.56% | 54 |
|
|
2023
Q3 | $143M | Buy |
2,280,900
+45,000
| +2% | +$2.96M | 0.48% | 70 |
|
|
2023
Q2 | $144M | Buy |
2,235,900
+1,066,840
| +91% | +$60.1M | 0.46% | 75 |
|
|
2023
Q1 | $62M | Buy |
1,169,060
+108,450
| +10% | +$5.32M | 0.22% | 119 |
|
|
2022
Q4 | $44.6M | Buy |
1,060,610
+47,600
| +5% | +$1.99M | 0.17% | 127 |
|
|
2022
Q3 | $37.1M | Sell |
1,013,010
-842,050
| -45% | -$37.5M | 0.15% | 148 |
|
|
2022
Q2 | $79.1M | Buy |
1,855,060
+194,780
| +12% | +$9.27M | 0.29% | 108 |
|
|
2022
Q1 | $89.3M | Buy |
1,660,280
+181,160
| +12% | +$10.5M | 0.27% | 111 |
|
|
2021
Q4 | $106M | Buy |
1,479,120
+344,860
| +30% | +$21.6M | 0.29% | 112 |
|
|
2021
Q3 | $64.6M | Sell |
1,134,260
-285,890
| -20% | -$17.4M | 0.18% | 135 |
|
|
2021
Q2 | $92.4M | Sell |
1,420,150
-80,330
| -5% | -$5.07M | 0.29% | 112 |
|
|
2021
Q1 | $89.3M | Buy |
1,500,480
+100,210
| +7% | +$5.46M | 0.29% | 104 |
|
|
2020
Q4 | $66.1M | Sell |
1,400,270
-135,570
| -9% | -$5.7M | 0.22% | 117 |
|
|
2020
Q3 | $51M | Sell |
1,535,840
-27,550
| -2% | -$949K | 0.2% | 122 |
|
|
2020
Q2 | $50.6M | Buy |
1,563,390
+361,270
| +30% | +$9.85M | 0.21% | 126 |
|
|
2020
Q1 | $28.9M | Buy |
1,202,120
+48,300
| +4% | +$1.39M | 0.14% | 146 |
|
|
2019
Q4 | $33.7M | Buy |
1,153,820
+217,740
| +23% | +$5.78M | 0.13% | 144 |
|
|
2019
Q3 | $21.6M | Buy |
+936,080
| New | +$19.7M | 0.09% | 185 |
|
|
2018
Q3 | – | Sell |
-1,612,770
| Closed | -$27.9M | – | 462 |
|
|
2018
Q2 | $27.9M | Sell |
1,612,770
-7,330
| -0.5% | -$141K | 0.1% | 194 |
|
|
2018
Q1 | $32.9M | Sell |
1,620,100
-36,920
| -2% | -$731K | 0.13% | 172 |
|
|
2017
Q4 | $30.5M | Sell |
1,657,020
-241,900
| -13% | -$4.75M | 0.12% | 187 |
|
|
2017
Q3 | $35.1M | Sell |
1,898,920
-25,230
| -1% | -$409K | 0.13% | 172 |
|
|
2017
Q2 | $27.2M | Buy |
+1,924,150
| New | +$28.2M | 0.1% | 184 |
|
Other funds holding LRCX
William Blair Investment Management's LRCX Position: Q2 2026 in Review
William Blair Investment Management increased its Lam Research (LRCX) stake by 29% in Q2 2026, buying an estimated $6.93M and bringing the position to 102,273 shares worth $44.3M. The position accounts for 0.13% of the portfolio, ranked #161.
William Blair Investment Management first reported a position in LRCX in Q2 2017 and has held it in 33 quarters since. The position peaked at $316M in Q2 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- William Blair Investment Management held 102,273 shares of Lam Research worth $44.3M as of Q2 2026.
- William Blair Investment Management bought 22,826 Lam Research shares in Q2 2026, an estimated $6.93M.
- Lam Research made up 0.13% of William Blair Investment Management's portfolio in Q2 2026, its #161 holding.
- William Blair Investment Management first reported a position in Lam Research in Q2 2017 and has held it in 33 quarters since.
- William Blair Investment Management's Lam Research position peaked at $316M in Q2 2024.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.