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LRCXLRCX
7 quarters

Position history for Grantham, Mayo, Van Otterloo & Co. LLCGrantham, Mayo, Van Otterloo & Co. LLC's holdings in LAM RESEARCH CORP COM NEW

Grantham, Mayo, Van Otterloo & Co. LLC holds 5.5M shares of LRCX (LAM RESEARCH CORP COM NEW), worth $2.4B as of 2026-Q2. The position was decreased (-20.9% shares). LRCX represents 5.3% of Grantham, Mayo, Van Otterloo & Co. LLC's portfolio.

Current Value

$2.4B

Current Shares

5.5M

Total Value Change

+$1.8B

Total Shares Change

-2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.5M
-20.9%
$2.4B5.3%$433.33
0
2026-Q1
Decreased
6.9M
-26.1%
$1.5B3.8%$217.27
0
2025-Q4
Decreased
9.3M
-5.0%
$1.6B4.1%$173.78
0
2025-Q3
Increased
9.8M
+1.6%
$1.3B3.7%$130.87
59
2025-Q2
Increased
9.7M
+12.6%
$942M2.8%$96.85
61
2025-Q1
Increased
8.6M
+6.1%
$624.7M2.0%$72.17
53
2024-Q4
New
8.1M
-
$584.9M1.9%$71.50
72

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

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