Question 1

Does Macquarie Group own LRCX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Macquarie Group holds 676,823 shares of LRCX (Lam Research), worth $293.3M.

Question 2

How many shares of LRCX does Macquarie Group own?

Accepted Answer

As of its Q2 2026 13F, Macquarie Group holds 676,823 shares of LRCX (Lam Research).

Question 3

What is Macquarie Group's LRCX position worth?

Accepted Answer

As of its Q2 2026 13F, Macquarie Group's LRCX position is worth $293.3M.

Question 4

Is Macquarie Group buying or selling LRCX?

Accepted Answer

In Q2 2026, Macquarie Group increased its LRCX position by 72,762 shares (+12.1%).

Question 5

When did Macquarie Group first buy LRCX?

Accepted Answer

Macquarie Group 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	Increased	676,823	+12.1%	$293.3M	1.3%	$432.87	55
2026-Q1	Decreased	604,061	-29.3%	$129.1M	0.8%	$213.28	0
2025-Q4	Increased	854,339	+65.4%	$146.2M	0.6%	$170.67	62
2025-Q3	Increased	516,553	+132.6%	$69.2M	0.1%	$133.28	48
2025-Q2	Decreased	222,091	-7.0%	$21.6M	0.0%	$96.70	0
2025-Q1	Increased	238,692	+32.5%	$17.4M	0.0%	$72.04	36
2024-Q4	New	180,190	-	$10.4M	0.0%	$71.36	38

LRCX7 quarters

LRCX
7 quarters