Reported 86,112 shares, down 8,864 (9.3%) from the prior quarter.
Reported value 83.9%; share count -9.3% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2024-12-31 | 5279580 |
| 2025-03-31 | 5986482 |
| 2025-06-30 | 8574681 |
| 2025-09-30 | 12774650 |
| 2025-12-31 | 16017757 |
| 2026-03-31 | 20292571 |
| 2026-06-30 | 37310880 |
| 2026-09-30 | 27397420 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 83,399 | -2,713 (-3.2%) | 1.38% | $27,397,420 | 2026-10-15 | |
| Q2 2026 | Reduced | 86,112 | -8,864 (-9.3%) | 1.97% | $37,310,880 | 2026-07-27 | |
| Q1 2026 | Added | 94,976 | +1,403 (1.5%) | 1.53% | $20,292,571 | 2026-04-27 | |
| Q4 2025 | Reduced | 93,573 | -1,831 (-1.9%) | 1.26% | $16,017,757 | 2026-01-28 | |
| Q3 2025 | Added | 95,404 | +7,314 (8.3%) | 1.14% | $12,774,650 | 2025-10-29 | |
| Q2 2025 | Added | 88,090 | +5,745 (7.0%) | 1.01% | $8,574,681 | 2025-07-28 | |
| Q1 2025 | Added | 82,345 | +9,251 (12.7%) | 0.89% | $5,986,482 | 2025-05-01 | |
| Q4 2024 | New | 73,094 | +73,094 (0.0%) | 1.22% | $5,279,580 | 2025-01-23 |
Who else reported the position
3233 managers reported LAM RESEARCH CORP for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 132,727,776 | -124,544 | 0.85% | $57,514,926,951 | 7 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | 81,683,639 | +527,895 | 0.76% | $35,395,971,288 | 2 qtrs |
| STATE STREET CORPORATION | Added | 60,704,130 | +1,545,830 | 0.78% | $26,320,467,878 | 7 qtrs |
| Invesco Ltd | Added | 52,319,973 | +1,855,654 | 1.79% | $22,671,814,148 | 7 qtrs |
| JPMorgan Chase & Co | Added | 45,317,479 | +12,604,546 | 1.03% | $18,621,406,094 | 7 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 36,635,534 | -425,429 | 0.72% | $15,875,275,948 | 2 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Reduced | 34,506,240 | -669,686 | 0.8% | $14,923,007,951 | 7 qtrs |
| FMR LLC | Added | 33,677,858 | +103,016 | 0.63% | $14,593,625,918 | 7 qtrs |
| PRICE T ROWE ASSOCIATES INC MD | Added | 24,596,295 | +11,356,938 | 1.07% | $10,658,313,000 | 8 qtrs |
| MORGAN STANLEY | Added | 19,217,787 | +246,665 | 0.44% | $8,327,645,100 | 7 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 27, 2026
- Filing type
- 13F-HR
- Position type
- COM NEW
Voting authority reported
- Sole
- 86,112
- 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.