Question 1

Does Grantham, Mayo, Van Otterloo own LRCX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Grantham, Mayo, Van Otterloo holds 5,464,726 shares of LRCX (Lam Research), worth $2.4B.

Question 2

How many shares of LRCX does Grantham, Mayo, Van Otterloo own?

Accepted Answer

As of its Q2 2026 13F, Grantham, Mayo, Van Otterloo holds 5,464,726 shares of LRCX (Lam Research).

Question 3

What is Grantham, Mayo, Van Otterloo's LRCX position worth?

Accepted Answer

As of its Q2 2026 13F, Grantham, Mayo, Van Otterloo's LRCX position is worth $2.4B.

Question 4

Is Grantham, Mayo, Van Otterloo buying or selling LRCX?

Accepted Answer

In Q2 2026, Grantham, Mayo, Van Otterloo reduced its LRCX position by 1,439,480 shares (-20.9%).

Question 5

When did Grantham, Mayo, Van Otterloo first buy LRCX?

Accepted Answer

Grantham, Mayo, Van Otterloo already held LRCX in its Q4 2024 13F, the earliest on record, and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	5.5M	-20.9%	$2.4B	5.3%	$432.87	0
2026-Q1	Decreased	6.9M	-26.1%	$1.5B	3.8%	$213.28	0
2025-Q4	Decreased	9.3M	-5.0%	$1.6B	4.1%	$170.67	0
2025-Q3	Increased	9.8M	+1.6%	$1.3B	3.7%	$133.28	59
2025-Q2	Increased	9.7M	+12.6%	$942M	2.8%	$96.70	61
2025-Q1	Increased	8.6M	+6.1%	$624.7M	2.0%	$72.04	53
2024-Q4	New	8.1M	—	$584.9M	1.9%	$71.36	72