Form 13-F position report

LAM RESEARCH CORP

Reported by ADAMS DIVERSIFIED EQUITY FUND INC

LRCX CUSIP 512807306 Manager CIK 0000002230

Reported 201,700 shares, down 70,000 (25.8%) from the prior quarter.

Reported value -7.3%; share count -25.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.52% This manager · Q1 2026
Shares 201,700 Quarter-end amount reported
Reported value $43,095,222 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-12-31 20506097
2025-03-31 20639530
2025-06-30 27634826
2025-09-30 37224200
2025-12-31 46509606
2026-03-31 43095222
2026-06-30 86362669
2026-09-30 65472043

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarterly reported position history for LAM RESEARCH CORP held by ADAMS DIVERSIFIED EQUITY FUND INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Unchanged 199,300 0 (0.0%) 1.98% $65,472,043 2026-10-21
Q2 2026 Reduced 199,300 -2,400 (-1.2%) 2.64% $86,362,669 2026-07-22
Q1 2026 Reduced 201,700 -70,000 (-25.8%) 1.52% $43,095,222 2026-04-22
Q4 2025 Reduced 271,700 -6,300 (-2.3%) 1.55% $46,509,606 2026-02-13
Q3 2025 Reduced 278,000 -5,900 (-2.1%) 1.25% $37,224,200 2025-10-22
Q2 2025 Unchanged 283,900 0 (0.0%) 0.99% $27,634,826 2025-07-30
Q1 2025 Unchanged 283,900 0 (0.0%) 0.82% $20,639,530 2025-04-23
Q4 2024 New 283,900 +283,900 (0.0%) 0.78% $20,506,097 2025-02-11

Who else reported the position

2743 managers reported LAM RESEARCH CORP for Q1 2026.

Managers reporting LAM RESEARCH CORP in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 132,852,320 -1,407,391 0.5% $28,385,226,577 6 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 81,155,744 +81,155,744 0.43% $17,339,736,263 1 qtr
STATE STREET CORPORATION Reduced 59,158,300 -527,784 0.44% $12,654,872,320 6 qtrs
Invesco Ltd Reduced 50,464,319 -575,370 1.05% $10,782,206,351 6 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 37,060,963 +37,060,963 0.41% $7,918,445,356 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 35,175,926 +1,428,558 0.47% $7,501,285,258 6 qtrs
FMR LLC Added 33,574,842 +6,893,278 0.38% $7,173,600,869 6 qtrs
JPMorgan Chase & Co Added 32,712,933 +9,204,337 0.42% $6,540,297,123 6 qtrs
AMERIPRISE FINANCIAL INC Reduced 20,788,130 -2,462,212 1.03% $4,441,721,269 6 qtrs
MORGAN STANLEY Reduced 18,971,122 -914,885 0.24% $4,053,370,630 6 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
April 22, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
201,700
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.