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LRCX Lam Research

Information Technology, filed as LAM RESEARCH CORP (COM NEW), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 7 managers in 2026 Q2, sold by 7

  • #55
  • Master 0.39%
  • 1 exit

In 2026 Q3 Murphy Pohlad sold out of Lam Research.

Who owns LRCX

Sorted by value, long equity only, as of 2026 Q3.

History
Murphy Pohlad, Murphy Pohlad Asset Management exited 2026 Q3 Last 2026 Q2 0.08% Exit −0.08% 530 $230K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LRCX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LRCX insider trades
  • None no insider bought on the open market
  • $41.7M sold by 4 insiders outside a trading plan
  • $128M sold by 7 insiders under 10b5-1 plans
  1. Bethany Mayer Director
    Sale
    $3M 9,557 shares at $314.74 31% of stake
    Traded Sep 9 Filed Sep 10
  2. Timothy Archer CEO
    Planned sale
    $9.6M 30,000 shares at $319.26 2.7% of stake
    Traded Sep 9 Filed Sep 10
  3. Seshasayee Varadarajan Senior Vice President
    Planned sale
    $17.4M 59,750 shares at $291.32 23% of stake
    Traded Sep 2 Filed Sep 3
  4. Ava Harter Chief Legal Officer
    Planned sale
    $1.5M 5,000 shares at $302.46 11% of stake
    Traded Aug 31 Filed Sep 1
  5. Timothy Archer CEO
    Planned sale
    $9M 30,000 shares at $300.00 2.7% of stake
    Traded Aug 6 Filed Aug 7
  6. Abhijit Y Talwalkar Director
    Planned sale
    $6.1M 18,282 shares at $335.00 17% of stake
    Traded Jul 13 Filed Jul 14
  7. Timothy Archer CEO
    Planned sale
    $11.7M 30,000 shares at $390.01 2.7% of stake
    Traded Jul 2 Filed Jul 6
  8. Eric Brandt Director
    Planned sale
    $20M 54,500 shares at $367.18 27% of stake
    Traded Jun 12 Filed Jun 15
  9. Eric Brandt Director
    Planned sale
    $19.1M 54,500 shares at $350.80 22% of stake
    Traded Jun 11 Filed Jun 15
  10. Neil J Fernandes Senior Vice President
    Planned sale
    $2.4M 7,659 shares at $309.60 12% of stake
    Traded Jun 1 Filed Jun 2
  11. Neil J Fernandes Senior Vice President
    Planned sale
    $4.6M 18,170 shares at $255.14 22% of stake
    Traded May 1 Filed May 4
  12. Ava Harter Chief Legal Officer
    Sale
    $1.6M 6,010 shares at $258.66 10% of stake
    Traded Apr 27 Filed Apr 28
  13. Ava Harter Chief Legal Officer
    Sale
    $334K 1,500 shares at $222.66 2.7% of stake
    Traded Mar 4 Filed Mar 5
  14. Douglas R Bettinger CFO
    Sale
    $11.2M 50,057 shares at $224.03 4.4% of stake
    Traded Mar 4 Filed Mar 5
  15. Ava Harter Chief Legal Officer
    Sale
    $930K 4,000 shares at $232.50 6.8% of stake
    Traded Mar 2 Filed Mar 3

Also filed in the last 12 months, not counted as buying or selling: 33 share withholdings for taxes, 20 option exercises, 19 stock grants, and 6 gifts.

Congress

21 members of Congress traded LRCX in the last three years: 21 buys and 42 sales. 15 members listed it in 2025 annual reports.

All Congress trades
  1. Sheldon Whitehouse D-RISpouse Partial sale $1K–$15K Aug 13 filed Sep 2
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 30 filed Jul 21
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. David J. Taylor R-OH-2 Sell $1K–$15K Jun 5 filed Jun 12
  5. David J. Taylor R-OH-2 Sell $1K–$15K Apr 27 filed May 7
  6. David J. Taylor R-OH-2 Sell $1K–$15K Apr 27 filed May 7

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
10-Q
8-K 2.02,9.01
DEF 14A
DEFA14A
8-K 5.02
10-K
8-K 2.02,9.01
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $17.43B $14.91B $18.44B $23.23B
Gross profit $7.78B $7.05B $8.98B $11.73B
Gross margin * 44.6% 47.3% 48.7% 50.5%
Net income $4.51B $3.83B $5.36B $7.27B
Net margin * 25.9% 25.7% 29.1% 31.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $13.23B $12.88B $14.52B $15.61B
Total non-current assets * $5.55B $5.86B $6.83B $7.92B
Total assets $18.78B $18.74B $21.35B $23.53B
Total current liabilities $4.18B $4.34B $6.57B $5.94B
Total non-current liabilities * $6.39B $5.87B $4.92B $5.12B
Total equity $8.21B $8.54B $9.86B $12.47B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.18B $4.65B $6.17B $5.86B
Cash from investing -$534.56M -$370.61M -$708.09M -$922.15M
Cash from financing -$2.83B -$4B -$4.94B -$5.72B
Net change in cash $1.81B $0.263B $0.557B -$0.81B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.