Form 13-F position report Filing season in progress

LAM RESEARCH CORP

Reported by ASSOCIATED BANC-CORP

LRCX CUSIP 512807306 Manager CIK 0000007789

Reported 489,561 shares, down 57,314 (10.5%) from the prior quarter.

Reported value -32.1%; share count -10.5% vs. the prior quarter.

Reduced
% of reported 13F value 3.79% This manager · Q3 2026
Shares 489,561 Quarter-end amount reported
Reported value $160,825,683 Fair value at quarter end
Consecutive quarters held 8 Through Q3 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 60129308
2025-03-31 70038452
2025-06-30 94254516
2025-09-30 111980033
2025-12-31 132652517
2026-03-31 127973579
2026-06-30 236977343
2026-09-30 160825683

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 ASSOCIATED BANC-CORP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 489,561 -57,314 (-10.5%) 3.79% $160,825,683 2026-10-30
Q2 2026 Reduced 546,875 -52,084 (-8.7%) 5.63% $236,977,343 2026-07-31
Q1 2026 Reduced 598,959 -175,971 (-22.7%) 3.39% $127,973,579 2026-05-01
Q4 2025 Reduced 774,930 -61,366 (-7.3%) 3.4% $132,652,517 2026-02-06
Q3 2025 Reduced 836,296 -132,006 (-13.6%) 2.95% $111,980,033 2025-10-24
Q2 2025 Added 968,302 +4,912 (0.5%) 2.67% $94,254,516 2025-08-12
Q1 2025 Added 963,390 +130,920 (15.7%) 2.14% $70,038,452 2025-05-09
Q4 2024 New 832,470 +832,470 (0.0%) 1.81% $60,129,308 2025-02-10

Who else reported the position

2160 managers reported LAM RESEARCH CORP for Q3 2026 so far.

Managers reporting LAM RESEARCH CORP in Q3 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
GEODE CAPITAL MANAGEMENT LLC Added 36,022,562 +1,516,322 0.61% $11,810,818,137 8 qtrs
FMR LLC Reduced 31,989,899 -1,687,959 0.45% $10,509,001,678 8 qtrs
Nuveen LLC Added 9,879,299 +652,320 0.77% $3,245,448,369 7 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 8,535,087 -182,484 0.46% $2,803,861,678 8 qtrs
UBS Group AG Reduced 7,560,360 -127,921 0.32% $2,483,653,863 8 qtrs
AMUNDI Reduced 7,398,658 -2,027,495 0.49% $2,430,539,261 9 qtrs
Barclays PLC Added 5,817,027 +52,242 0.38% $1,910,951,538 8 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 5,743,247 -213,211 0.34% $1,886,479,153 8 qtrs
DEUTSCHE BANK AG Added 5,555,301 +1,164,386 0.5% $1,824,971,931 8 qtrs
Swedbank AB Reduced 4,631,551 -17,894 1.29% $1,521,510,820 8 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 30, 2026
Filing type
13F-HR
Position type
COM NEW

Voting authority reported

Sole
488,454
Shared
0
None
1,107

“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.