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Woodline Partners’s Lam Research LRCX Stock Holding History

Woodline Partners’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 		$168M Buy
386,934
+235,257
+155% +$71.4M 0.52% 25
2026
Q1 		$32.4M Buy
151,677
+15,954
+12% +$3.57M 0.12% 223
2025
Q4 		$23.2M Sell
135,723
-292,915
-68% -$45.6M 0.09% 281
2025
Q3 		$57.4M Buy
+428,638
New +$45.4M 0.27% 88
2025
Q2 		– Sell
-1,980,610
Closed -$144M – 1002
2025
Q1 		$144M Sell
1,980,610
-171,840
-8% -$13.5M 0.94% 6
2024
Q4 		$155M Buy
2,152,450
+1,597,610
+288% +$121M 1.05% 7
2024
Q3 		$45.3M Buy
554,840
+232,900
+72% +$20.2M 0.38% 73
2024
Q2 		$34.3M Buy
+321,940
New +$30.9M 0.33% 87
2023
Q2 		– Sell
-34,560
Closed -$1.83M – 704
2023
Q1 		$1.83M Sell
34,560
-605,210
-95% -$29.7M 0.02% 430
2022
Q4 		$26.9M Buy
+639,770
New +$26.8M 0.36% 67
2022
Q2 		– Sell
-1,467,560
Closed -$78.9M – 844
2022
Q1 		$78.9M Buy
+1,467,560
New +$85.4M 1.28% 6

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

Woodline Partners's LRCX Position: Q2 2026 in Review

Woodline Partners increased its Lam Research (LRCX) stake by 155% in Q2 2026, buying an estimated $71.4M and bringing the position to 386,934 shares worth $168M. The position accounts for 0.52% of the portfolio, ranked #25.

Woodline Partners first reported a position in LRCX in Q1 2022 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Woodline Partners held 386,934 shares of Lam Research worth $168M as of Q2 2026.
  • Woodline Partners bought 235,257 Lam Research shares in Q2 2026, an estimated $71.4M.
  • Lam Research made up 0.52% of Woodline Partners's portfolio in Q2 2026, its #25 holding.
  • Woodline Partners first reported a position in Lam Research in Q1 2022 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.