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Geode Capital Management position in LRCX
LAM RESEARCH CORP · Technology
Latest position (Q2 2026)34.51M sh
Reported value held$14.92B
Portfolio Weight0.80%
First reportedQ4 2024
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q4 2024 | 31.43M | $2.27B | New |
| Q1 2025 | 32.67M | $2.37B | Add |
| Q2 2025 | 33.80M | $3.28B | Add |
| Q3 2025 | 33.62M | $4.49B | Reduce |
| Q4 2025 | 33.75M | $5.76B | Hold |
| Q1 2026 | 35.18M | $7.50B | Add |
| Q2 2026 | 34.51M | $14.92B | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LRCX
- BlackRock Inc 132.83M sh · $57.56B · Q2 2026
- Invesco Ltd 52.32M sh · $22.67B · Q2 2026
- Vanguard Group 131.19M sh · $22.46B · Q4 2025
- Fidelity Management & Research (FMR) 33.68M sh · $14.59B · Q2 2026
- Morgan Stanley 19.22M sh · $8.33B · Q2 2026
- Norges Bank Investment Management 18.12M sh · $7.85B · Q2 2026
- Northern Trust Corp 14.01M sh · $6.07B · Q2 2026
- Goldman Sachs Group 13.97M sh · $6.05B · Q2 2026
- Franklin Resources 13.07M sh · $5.66B · Q2 2026
- Arrowstreet Capital 12.27M sh · $5.32B · Q2 2026
- Bank of America Corp 11.24M sh · $4.87B · Q2 2026