Question 1

How many shares of LRCX does Grantham, Mayo, Van Otterloo & Co. LLC own?

Accepted Answer

As of 2026-Q2, Grantham, Mayo, Van Otterloo & Co. LLC holds 5.5M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is Grantham, Mayo, Van Otterloo & Co. LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, Grantham, Mayo, Van Otterloo & Co. LLC's LRCX position is worth $2.4B.

Question 3

Is Grantham, Mayo, Van Otterloo & Co. LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, Grantham, Mayo, Van Otterloo & Co. LLC decreased their LRCX position (-20.9% change in shares).

Question 4

When did Grantham, Mayo, Van Otterloo & Co. LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, Grantham, Mayo, Van Otterloo & Co. LLC first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	5.5M	-20.9%	$2.4B	5.3%	$433.33	0
2026-Q1	Decreased	6.9M	-26.1%	$1.5B	3.8%	$217.27	0
2025-Q4	Decreased	9.3M	-5.0%	$1.6B	4.1%	$173.78	0
2025-Q3	Increased	9.8M	+1.6%	$1.3B	3.7%	$130.87	59
2025-Q2	Increased	9.7M	+12.6%	$942M	2.8%	$96.85	61
2025-Q1	Increased	8.6M	+6.1%	$624.7M	2.0%	$72.17	53
2024-Q4	New	8.1M	—	$584.9M	1.9%	$71.50	72