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Grantham, Mayo, Van Otterloo & Co. LLC

SEC CIK
0001352662
Latest filing
Aug 13, 2026

LRCX holding history

Lam Research Corp in every 13F filed by Grantham, Mayo, Van Otterloo & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings

Shares (Q2 2026)
5,464,726
Value
$2.37B
% of portfolio
5.3%
Quarters held
22
Since Q1 2021
Holdings of LRCX by Grantham, Mayo, Van Otterloo & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,464,726$2.37B5.3%−1,439,480−20.8%ReducedHolders
Q1 20266,904,206$1.48B3.8%−2,439,874−26.1%ReducedHolders
Q4 20259,344,080$1.60B4.1%−489,931−5.0%ReducedHolders
Q3 20259,834,011$1.32B3.7%+156,371+1.6%AddedHolders
Q2 20259,677,640$942.0M2.8%+1,084,306+12.6%AddedHolders
Q1 20258,593,334$624.7M2.0%+495,669+6.1%AddedHolders
Q4 20248,097,665$584.9M1.9%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q3 2024809,799$660.9M2.1%+42,181+5.5%AddedHolders
Q2 2024767,618$817.4M2.8%+26,800+3.6%AddedHolders
Q1 2024740,818$719.8M2.6%+109,560+17.4%AddedHolders
Q4 2023631,258$494.4M2.2%−109,111−14.7%ReducedHolders
Q3 2023740,369$464.0M2.2%−40,780−5.2%ReducedHolders
Q2 2023781,149$502.2M2.3%−8,862−1.1%ReducedHolders
Q1 2023790,011$418.8M2.1%+24,677+3.2%AddedHolders
Q4 2022765,334$321.7M1.7%+9,518+1.3%AddedHolders
Q3 2022755,816$276.6M1.6%+3,808+0.5%AddedHolders
Q2 2022752,008$320.5M1.7%−6,707−0.9%ReducedHolders
Q1 2022758,715$407.9M2.0%+39,074+5.4%AddedHolders
Q4 2021719,641$517.5M2.5%+9,462+1.3%AddedHolders
Q3 2021710,179$404.2M2.0%+56,125+8.6%AddedHolders
Q2 2021654,054$425.6M2.1%+1,553+0.2%AddedHolders
Q1 2021652,501$388.4M2.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.