Question 1

How many shares of LRCX does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 19.2M shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is MORGAN STANLEY's LRCX position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's LRCX position is worth $8.3B.

Question 3

Is MORGAN STANLEY buying or selling LRCX?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their LRCX position (+1.3% change in shares).

Question 4

When did MORGAN STANLEY first buy LRCX?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in LRCX in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	19.2M	+1.3%	$8.3B	0.4%	$433.33	39
2026-Q1	Decreased	19M	-4.6%	$4.1B	0.2%	$217.27	0
2025-Q4	Increased	19.9M	+0.1%	$3.4B	0.2%	$173.78	38
2025-Q3	Increased	19.9M	+4.2%	$2.7B	0.2%	$130.87	40
2025-Q2	Decreased	19.1M	-6.3%	$1.9B	0.1%	$96.85	0
2025-Q1	Decreased	20.4M	-4.5%	$1.5B	0.1%	$72.17	0
2024-Q4	Increased	21.3M	+912.6%	$1.5B	0.1%	$71.50	62
2024-Q3	Increased	2.1M	+2.4%	$1.7B	0.1%	$81.71	39
2024-Q2	New	2.1M	-	$2.2B	0.2%	$104.88	53

LRCX9 quarters

LRCX
9 quarters