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Jeremy Grantham's Lam Research Corporation (LRCX) position

Yes: as of Q1 2026, Jeremy Grantham holds 6.9M shares of LRCX worth $1.4B (3.8% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$1.4B
Shares held
6.9M
% of portfolio
3.8%
Est. average buy price (i)
$75.74
est. since Q1 2021
Quarter-end price
$205.87

Estimated trade prices

Average price in quarters with purchases
$76.85
Average prices in quarters with sales
  • Q1 2026: $223.85 (2.4M shares sold)
  • Q4 2025: $155.52 (490K shares sold)
  • Q4 2023: $68.15 (109K shares sold)
  • Q3 2023: $65.70 (41K shares sold)
  • Q2 2023: $56.37 (9K shares sold)
  • Q2 2022: $47.61 (7K shares sold)

LRCX price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$50$200$400202420252026Sold 41K shares (5.2%) · Q3 2023. Average closing price $65.70 · Price range $60.60–$72.1341KsharessoldSold 109K shares (14.7%) · Q4 2023. Average closing price $68.15 · Price range $58.33–$79.57109KsharessoldAdded 110K shares (17.4%) · Q1 2024. Average closing price $87.97 · Price range $73.11–$99.46110KsharespurchasedAdded 27K shares (3.6%) · Q2 2024. Average closing price $95.91 · Price range $86.81–$108.9627KsharespurchasedAdded 42K shares (5.5%) · Q3 2024. Average closing price $86.94 · Price range $73.16–$112.7342KsharespurchasedAdded 7.3M shares (900.0%) · Q4 2024. Average closing price $75.85 · Price range $70.05–$85.707.3MsharespurchasedAdded 496K shares (6.1%) · Q1 2025. Average closing price $78.75 · Price range $72.44–$89.02496KsharespurchasedAdded 1.1M shares (12.6%) · Q2 2025. Average closing price $79.28 · Price range $59.09–$97.341.1MsharespurchasedAdded 156K shares (1.6%) · Q3 2025. Average closing price $105.61 · Price range $94.84–$133.90156KsharespurchasedSold 490K shares (5.0%) · Q4 2025. Average closing price $155.52 · Price range $131.37–$178.63490KsharessoldSold 2.4M shares (26.1%) · Q1 2026. Average closing price $223.85 · Price range $185.06–$249.482.4Msharessold← Earlier —7 purchases, 2 sells
Average closing price · filing quarter
$223.85
Price range · filing quarter
$185.06 – $249.48
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −2.4M −$546M −26.1% 6.9M May 14, 2026
Q4 2025 Reduced −490K −$76M −5.0% 9.3M Feb 17, 2026
Q3 2025 Added +156K +$17M +1.6% 9.8M Nov 13, 2025
Q2 2025 Added +1.1M +$86M +12.6% 9.7M Aug 13, 2025
Q1 2025 Added +496K +$39M +6.1% 8.6M May 14, 2025
Q4 2024 Added +7.3M +$553M +900.0% 8.1M Feb 13, 2025
Q3 2024 Added +42K +$3.7M +5.5% 810K Nov 13, 2024
Q2 2024 Added +27K +$2.6M +3.6% 768K Aug 13, 2024
Q1 2024 Added +110K +$9.6M +17.4% 741K May 14, 2024
Q4 2023 Reduced −109K −$7.4M −14.7% 631K Feb 13, 2024
Q3 2023 Reduced −41K −$2.7M −5.2% 740K Nov 13, 2023
Q2 2023 Reduced −9K −$500K −1.1% 781K Aug 14, 2023
Q1 2023 Added +25K +$1.2M +3.2% 790K May 12, 2023
Q4 2022 Added +10K +$398K +1.3% 765K Feb 13, 2023
Q3 2022 Added +4K +$170K +0.5% 756K Nov 10, 2022
Q2 2022 Reduced −7K −$319K −0.9% 752K Aug 12, 2022
Q1 2022 Added +39K +$2.3M +5.4% 759K May 13, 2022
Q4 2021 Added +9K +$593K +1.3% 720K Feb 11, 2022
Q3 2021 Added +56K +$3.4M +8.6% 710K Nov 12, 2021
Q2 2021 Added +2K +$98K +0.2% 654K Aug 12, 2021
Q1 2021 First covered – – – 653K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

Who else owns LRCX

FMR LLC
owns 2.7% of shares outstanding
Est. $6.9B · Shares: 33.6M

JPMorgan Chase & Co
owns 2.6% of shares outstanding
Est. $6.7B · Shares: 32.7M

Invesco Ltd.

 View investor →
owns 1.9% of shares outstanding
Est. $5.0B · Shares: 24.3M

Ameriprise Financial Inc
owns 1.7% of shares outstanding
Est. $4.3B · Shares: 20.8M

See all owners of LRCX →

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Amazon.com, Inc.(AMZN)
$1.3B
3.3% of portfolio

Common questions

Does Jeremy Grantham own LRCX?

Yes. As of Q1 2026, Jeremy Grantham disclosed 6.9M shares of LRCX, worth $1.4B. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy LRCX?

Jeremy Grantham held LRCX since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell LRCX?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in LRCX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of LRCX does Jeremy Grantham own?

Jeremy Grantham disclosed 6.9M shares of LRCX as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for LRCX?

Jeremy Grantham began building the LRCX position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.