Fund Update: 3,496,694 LAM RESEARCH (LRCX) shares added to BAILLIE GIFFORD & CO portfolio

BAILLIE GIFFORD & CO has added 3,496,694 shares of $LRCX to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Investivoq, and also track the largest institutional owners of $LRCX.

LAM RESEARCH Hedge Fund Activity

We have seen 1,500 institutional investors add shares of LAM RESEARCH stock to their portfolio, and 1,452 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JPMORGAN CHASE & CO added 45,317,479 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,637,423,175
• INVESCO LTD. added 28,064,410 shares (+115.7%) to their portfolio in Q2 2026, for an estimated $12,161,150,785
• PRICE T ROWE ASSOCIATES INC /MD/ added 11,356,938 shares (+85.8%) to their portfolio in Q2 2026, for an estimated $4,921,301,943
• VAN ECK ASSOCIATES CORP added 8,922,854 shares (+411.8%) to their portfolio in Q2 2026, for an estimated $3,866,540,323
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,698,872 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,336,152,203
• ARTISAN PARTNERS LIMITED PARTNERSHIP removed 4,243,428 shares (-84.4%) from their portfolio in Q2 2026, for an estimated $1,838,804,655
• BAILLIE GIFFORD & CO added 3,496,694 shares (+6028782.8%) to their portfolio in Q3 2026, for an estimated $1,148,698,945

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

LAM RESEARCH Insider Trading Activity

LAM RESEARCH insiders have traded $LRCX stock on the open market 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 have been sales.

Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:

• ERIC BRANDT has made 0 purchases and 43 sales selling 109,000 shares for an estimated $39,129,705.
• TIMOTHY ARCHER (President and CEO) has made 0 purchases and 4 sales selling 121,400 shares for an estimated $37,406,528.
• SESHASAYEE VARADARAJAN (Senior Vice President) has made 0 purchases and 3 sales selling 59,750 shares for an estimated $17,406,370.
• ABHIJIT Y TALWALKAR sold 18,282 shares for an estimated $6,124,470
• BETHANY MAYER has made 0 purchases and 2 sales selling 10,276 shares for an estimated $3,182,392.
• NEIL J FERNANDES (Senior Vice President) sold 7,659 shares for an estimated $2,371,226
• AVA HARTER (Chief Legal Officer) sold 5,000 shares for an estimated $1,512,300

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

LAM RESEARCH Congressional Stock Trading

Members of Congress have traded $LRCX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $LRCX stock by members of Congress over the last 6 months:

• REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/15 and 1 sale worth up to $15,000 on 06/05.
• SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 08/13.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

LAM RESEARCH Price Targets

Multiple analysts have issued price targets for $LRCX recently. We have seen 12 analysts offer price targets for $LRCX in the last 6 months, with a median target of $402.0.

Here are some recent targets:

• Vijay Rakesh from Mizuho set a target price of $400.0 on 07/09/2026
• Krish Sankar from TD Cowen set a target price of $400.0 on 07/09/2026
• Shane Brett from Morgan Stanley set a target price of $404.0 on 07/06/2026
• Mehdi Hosseini from Susquehanna set a target price of $475.0 on 06/30/2026
• C.J. Muse from Cantor Fitzgerald set a target price of $500.0 on 06/29/2026
• Vivek Arya from B of A Securities set a target price of $480.0 on 06/23/2026
• Joe Quatrochi from Wells Fargo set a target price of $450.0 on 06/22/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Investivoq's $LRCX ticker page for more data.