The company
Lam Research Corporation
LRCX · Nasdaq
TechnologySemiconductor EquipmentJust dropped outAI
LRCX stood above a rising 150-day average in 50 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 12.5% below that average now. Semiconductor Equipment & Materials: 11% of its 27 stocks in an uptrend (−11 points in four weeks); Technology: 29% (−3 points in four weeks).
Statistics
- Rotation
- Just dropped out
- Weeks in an uptrend
- out for 1
- Industry in uptrend
- 11% -11 in 4 wk
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $305.8M
- Officials’ trades on record
- 107
- Institutions holding
- 2,971 (+464)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 50 of 52 weeks.
17 Apr – 16 Oct
Semiconductor Equipment: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Technology: A minority of its stocks are in an uptrend and the share has been slipping.
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
107 disclosed lines: House 71, Senate 33, executive 3; 25 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Sheldon Whitehouse Senate: U.S. Senate eFDSenator | sold part ofspouse | $1k–$15k | 13 Aug 2026filed 2 Sep 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | sold | $1k–$15k | 5 Jun 2026filed 12 Jun 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | sold | $1k–$15k | 27 Apr 2026filed 7 May 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | sold | $1k–$15k | 27 Apr 2026filed 7 May 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $15k–$50k | 15 Apr 2026filed 1 Jul 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | sold | $250k–$500k | 9 Apr 2026filed 1 Jul 2026 |
| Alan Armstrong Senate: U.S. Senate eFDSenator | bought | $1k–$15k | 27 Mar 2026filed 21 Jul 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | bought | $1k–$15k | 12 Mar 2026filed 20 Mar 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | sold | $1k–$15k | 26 Feb 2026filed 6 Mar 2026 |
| David J. Taylor House: U.S. House ClerkOH02 | sold | $1k–$15k | 26 Feb 2026filed 6 Mar 2026 |
| Donald J. Trump Executive branch: Office of Government EthicsWhite House Office | bought | $500k–$1M | 10 Feb 2026filed 14 May 2026 |
| Cleo Fields House: U.S. House ClerkLA06 | bought | $15k–$50k | 3 Feb 2026filed 24 Feb 2026 |
Insiders
Buy orders, 12 months0
Sale orders, 12 months22
Buyers · sellers0 · 8
| Who | Did | Shares | Traded |
|---|---|---|---|
| Timothy ArcherPresident and CEO | sold | 30,000at $319.26 | 9 Sep 2026filed 10 Sep 2026 |
| Bethany MayerDirector | sold | 9,557at $314.74 | 9 Sep 2026filed 10 Sep 2026 |
| Seshasayee VaradarajanSenior Vice President | sold | 20,000at $291.32 | 2 Sep 2026filed 3 Sep 2026 |
| Seshasayee VaradarajanSenior Vice President | sold | 12,270at $291.32 | 2 Sep 2026filed 3 Sep 2026 |
| Seshasayee VaradarajanSenior Vice President | sold | 27,480at $291.32 | 2 Sep 2026filed 3 Sep 2026 |
| Ava HarterChief Legal Officer | sold | 5,000at $302.46 | 31 Aug 2026filed 1 Sep 2026 |
| Timothy ArcherPresident and CEO | sold | 30,000at $300.00 | 6 Aug 2026filed 7 Aug 2026 |
| Abhijit Y. TalwalkarDirector | sold | 18,282at $335.00 | 13 Jul 2026filed 14 Jul 2026 |
| Timothy ArcherPresident and CEO | sold | 30,000at $390.01 | 2 Jul 2026filed 6 Jul 2026 |
| Eric BrandtDirector | sold | 300at $355.71 | 12 Jun 2026filed 15 Jun 2026 |
| Eric BrandtDirector | sold | 1,393at $357.24 | 12 Jun 2026filed 15 Jun 2026 |
| Eric BrandtDirector | sold | 1,100at $357.98 | 12 Jun 2026filed 15 Jun 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders2,971+464 on the quarter
New · exited593 · 134
Reported value$444.7B
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc.reduced · filed 7 Aug 2026 | 132,727,776$57.5B | -124,544−0.1% |
| VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026 | 81,683,639$35.4B | +527,895+0.7% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 60,704,130$26.3B | +1,545,830+2.6% |
| Invesco Ltd.added · filed 14 Aug 2026 | 52,319,973$22.7B | +28,064,410+115.7% |
| JPMORGAN CHASE & COnew · filed 12 Aug 2026 | 45,317,479$18.6B | +45,317,479 |
| VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026 | 36,635,534$15.9B | -425,429−1.1% |
| GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026 | 34,506,240$14.9B | -669,686−1.9% |
| FMR LLCadded · filed 13 Aug 2026 | 33,677,858$14.6B | +103,016+0.3% |
| MORGAN STANLEYadded · filed 13 Aug 2026 | 19,217,787$8.3B | +246,665+1.3% |
| NORGES BANKnew · filed 12 Aug 2026 | 18,123,399$7.9B | +18,123,399 |
31 Mar 2023 – 30 Jun 2026
News
Lam Research vs. Applied Materials: Which Buybacks Are Better Covered by Cash?insidermonkey.com · 18 Oct 2026Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?insidermonkey.com · 18 Oct 2026FinancialContent - Intel, Lam Research, Amkor, and Kulicke and Soffa Shares Are Falling, What You Need To Knowfinancialcontent.com · 16 Oct 2026Semiconductor Equipment Stocks Slide as Investors Take Profits on a Huge Year: Applied Materials Sinks 7%, Lam Research and KLA Drop 4%aol.com · 13 Oct 2026Lam Research, TI and Western Digital are likely to post strong results, guidance: UBS (LRCX:NASDAQ)seekingalpha.com · 12 Oct 2026Lam Research's Support Revenue Jumped 43%. How Much Protection Does It Offer?insidermonkey.com · 11 Oct 2026Lam Research opens its largest US warehouseevertiq.com · 9 Oct 2026Lam Research Transformed $1,000 Into $37,462 Over Ten Years Despite Three 40% Crashes247wallst.com · 9 Oct 2026
Everyone who traded it
Same industry
Government contracts
No federal award is tied to it.
From its SEC filings
Analyst forecasts
No analyst forecasts yet.