Winslow Capital Management
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Winslow Capital Management’s Lam Research LRCX Stock Holding History

Winslow Capital Management’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
Q2 		$192M Buy
444,164
+429,575
+2,945% +$130M 0.66% 49
2026
Q1 		$3.12M Sell
14,589
-7,381
-34% -$1.65M 0.01% 51
2025
Q4 		$3.76M Sell
21,970
-769
-3% -$120K 0.01% 48
2025
Q3 		$3.04M Sell
22,739
-8,287,385
-100% -$878M 0.01% 46
2025
Q2 		$809M Buy
8,310,124
+540,252
+7% +$42.8M 2.7% 9
2025
Q1 		$565M Buy
7,769,872
+2,992,209
+63% +$236M 2.25% 12
2024
Q4 		$345M Sell
4,777,663
-177,007
-4% -$13.4M 1.23% 30
2024
Q3 		$404M Sell
4,954,670
-1,089,930
-18% -$94.8M 1.45% 25
2024
Q2 		$644M Buy
6,044,600
+497,840
+9% +$47.7M 2.32% 11
2024
Q1 		$539M Sell
5,546,760
-528,870
-9% -$46.5M 2.03% 14
2023
Q4 		$476M Sell
6,075,630
-2,276,990
-27% -$155M 1.97% 16
2023
Q3 		$524M Sell
8,352,620
-1,027,230
-11% -$67.5M 2.49% 11
2023
Q2 		$603M Buy
9,379,850
+930,690
+11% +$52.5M 2.71% 9
2023
Q1 		$448M Buy
8,449,160
+932,390
+12% +$45.8M 2.29% 18
2022
Q4 		$316M Buy
+7,516,770
New +$314M 1.76% 32

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winslow Capital Management's LRCX Position: Q2 2026 in Review

Winslow Capital Management increased its Lam Research (LRCX) stake by 2,945% in Q2 2026, buying an estimated $130M and bringing the position to 444,164 shares worth $192M. The position accounts for 0.66% of the portfolio, ranked #49.

Winslow Capital Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. The position peaked at $809M in Q2 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Winslow Capital Management held 444,164 shares of Lam Research worth $192M as of Q2 2026.
  • Winslow Capital Management bought 429,575 Lam Research shares in Q2 2026, an estimated $130M.
  • Lam Research made up 0.66% of Winslow Capital Management's portfolio in Q2 2026, its #49 holding.
  • Winslow Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • Winslow Capital Management's Lam Research position peaked at $809M in Q2 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.