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LRCXLRCX
7 quarters

Position history for SEI INVESTMENTS COSEI INVESTMENTS CO's holdings in LAM RESEARCH CORP

Yes. SEI Investments holds 959,938 shares of LRCX (Lam Research), worth $416M, as of its Q2 2026 13F filing. It reduced the position by 154,301 shares (-13.9%) from Q1 2026. SEI Investments has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 0.4% of SEI Investments' reported 13F portfolio.

Current Value

$416M

Current Shares

959,938

Total Value Change

+$308.7M

Total Shares Change

-524,855

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
959,938
-13.8%
$416M0.4%$432.87
0
2026-Q1
Decreased
1.1M
-3.4%
$238.1M0.2%$213.28
0
2025-Q4
Decreased
1.2M
-1.2%
$197.4M0.2%$170.67
0
2025-Q3
Decreased
1.2M
-61.7%
$156.3M0.2%$133.28
0
2025-Q2
Increased
3M
+17.4%
$296.8M0.3%$96.70
43
2025-Q1
Increased
2.6M
+75.0%
$188.9M0.2%$72.04
55
2024-Q4
New
1.5M
-
$107.2M0.1%$71.36
50

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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