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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Winslow Capital Management's LRCX Position: Q1 2026 in Review

Winslow Capital Management reduced its Lam Research (LRCX) stake by 34% in Q1 2026, selling an estimated $1.65M and leaving 14,589 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #51.

Winslow Capital Management first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. The position peaked at $809M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Winslow Capital Management held 14,589 shares of Lam Research worth $3.12M as of Q1 2026.
  • Winslow Capital Management sold 7,381 Lam Research shares in Q1 2026, an estimated $1.65M.
  • Lam Research made up 0.01% of Winslow Capital Management's portfolio in Q1 2026, its #51 holding.
  • Winslow Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • Winslow Capital Management's Lam Research position peaked at $809M in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Winslow Capital Management's 13F filing for Q1 2026, filed 14 May 2026.