DekaBank Deutsche Girozentrale has opened a new $638.8M position in $LRCX, 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 Quiver Quantitative, and also track the largest institutional owners of $LRCX.
$LRCX Hedge Fund Activity
We have seen 1,528 institutional investors add shares of $LRCX stock to their portfolio, and 1,360 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
- AMERIPRISE FINANCIAL INC removed 3,453,224 shares (-16.6%) from their portfolio in Q2 2026, for an estimated $1,496,385,555
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LRCX Insider Trading Activity
$LRCX 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.
- NEIL J FERNANDES (Senior Vice President) has made 0 purchases and 2 sales selling 25,829 shares for an estimated $7,007,120.
- ABHIJIT Y TALWALKAR sold 18,282 shares for an estimated $6,124,470
- BETHANY MAYER sold 9,557 shares for an estimated $3,007,970
- AVA HARTER (Chief Legal Officer) sold 5,000 shares for an estimated $1,512,300
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LRCX Congressional Stock Trading
Members of Congress have traded $LRCX stock 2 times in the past 6 months. Of those trades, 0 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:
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 08/13.
- REPRESENTATIVE DAVID TAYLOR sold up to $15,000 on 06/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$LRCX Price Targets
Multiple analysts have issued price targets for $LRCX recently. We have seen 13 analysts offer price targets for $LRCX in the last 6 months, with a median target of $400.0.
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 Quiver Quantitative's $LRCX ticker page for more data.
