Lam Research ($LRCX) Insider Trading & Smart Money Activity
Lam Research Corporation ($LRCX) has 2 insider trades, 3 congress trades, 43 13F position changes and 10 analyst ratings on file. In the last 12 months on the open market, no insider bought and 1 insider sold ($39.13M), net -$39.13M.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 1
- Net insider $ (12 mo)
- -$39.13M
- Congress trades (12 mo)
- 3
- 13F moves on file
- 43
- Analyst ratings on file
- 10
LRCX insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 1 / 0 | 0 / 0 |
| Q2 2026 | 0 | 2 · $39.13M | 0 / 1 | 12 / 11 |
| Q3 2026 | 0 | 0 | 0 / 1 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 7 / 13 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All LRCX insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | TD Waterhouse Canada | Reduced | -72.90K sh | $109.11M | — | ||||||
| 13F | SteelPeak Wealth | Reduced | -23.46K sh | $37.71M | — | ||||||
| 13F | Global Strategic Investment Solutions | Added | +25 sh | $245.40K | — | ||||||
| 13F | Cache Advisors | Added | +13.92K sh | $12.32M | — | ||||||
| 13F | Banque Pictet & Cie | Added | +62.70K sh | $42.72M | — | ||||||
| 13F | Annex Advisory Services | Added | +112.16K sh | $37.24M | Read | ||||||
| 13F | Turtle Creek Wealth Advisors | Reduced | -2.71K sh | $27.40M | — | ||||||
| 13F | Ninety One SA (Pty) | Reduced | -2.24K sh | $417.54K | — | ||||||
| 13F | Mission Wealth Management | Reduced | -53.55K sh | $11.74M | — | ||||||
| 13F | Mirae Asset Securities (Usa) | New | +50.11K sh | $16.46M | Read | ||||||
| 13F | Guyasuta Investment Advisors | Reduced | -3.65K sh | $3.33M | — | ||||||
| 13F | Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Reduced | -31.71K sh | $176.18M | — | ||||||
| 13F | First Merchants | Reduced | -1.31K sh | $33.18M | — | ||||||
| 13F | Burney Co/ | Reduced | -9.40K sh | $63.99M | — | ||||||
| 13F | AdvisorNet Financial | Added | +4.51K sh | $2.79M | — | ||||||
| 13F | Viking Fund Management | Reduced | -4K sh | $5.26M | — | ||||||
| 13F | Generate Investment Management | Reduced | -35.63K sh | $18.49M | — | ||||||
| 13F | First Citizens Bank & Trust | Reduced | -44.31K sh | $20.34M | Read | ||||||
| 13F | Montrusco Bolton Investments | Reduced | -23.20K sh | $212.97M | Read | ||||||
| 13F | B. Riley Wealth Advisors | Added | +47.05K sh | $21.22M | Read | ||||||
| Analyst | Morgan Stanley | Reiterates to Overweight | PT $385 | -10.5% | — | ||||||
| Analyst | B. Riley Securities | Reiterates to Buy | PT $390 | -5.7% | — | ||||||
| Congress | Sheldon Whitehouse | Sale | $1,001 - $15,000 | -7.9% | -18.8% | — | |||||
| Analyst | Susquehanna | Reiterates to buy | PT $475 | -24.7% | -31.3% | Read | |||||
| Analyst | Cantor Fitzgerald | Reiterates to buy | PT $500 | -14.8% | -38.6% | Read | |||||
| Analyst | B of A Securities | Reiterates to buy | PT $480 | +16.7% | -13.9% | Read | |||||
| Analyst | Wells Fargo | Reiterates to buy | PT $450 | +0.3% | -22.0% | Read | |||||
| Analyst | Citigroup | Reiterates to buy | PT $450 | +0.2% | -16.3% | Read | |||||
| Analyst | Oppenheimer | Reiterates to buy | PT $400 | +5.4% | -13.7% | Read | |||||
| Insider | Eric Brandt | Sell (Open-market sale) 10b5-1 | 54.50K sh | $20.01M | +11.7% | -10.0% | Read | ||||
| Insider | Eric Brandt | Sell (Open-market sale) 10b5-1 | 54.50K sh | $19.12M | +7.4% | -8.9% | Read | ||||
| Analyst | Cantor Fitzgerald | Reiterates to buy | PT $425 | +16.4% | +8.9% | — | |||||
| Analyst | UBS | Reiterates to buy | PT $375 | +12.9% | +8.0% | — | |||||
| Congress | David Taylor | Sale | $1,001 - $15,000 | +20.9% | +15.6% | Read | |||||
| 13F | Rokos Capital Management | Added | +181.44K sh | $113.21M | +7.2% | +36.6% | Read | ||||
| 13F | Coatue Management | Added | +237.94K sh | $4.37B | +7.2% | +36.6% | Read | ||||
| 13F | Alkeon Capital Management | Reduced | -2.52M sh | $1.70B | +7.2% | +36.6% | — | ||||
| 13F | Zacks Investment Management | Added | +2.85K sh | $101.17M | +1.0% | +30.0% | — | ||||
| 13F | Polen Capital Management | New | +1.05M sh | $459.31M | +1.0% | +30.0% | — | ||||
| Congress | Alan Armstrong | Purchase | $1,001 - $15,000 | +4.4% | +22.7% | +49.4% | — |
Showing 40 of 58 filings (the latest 13F moves are capped at 25; see the institutions below).
1W / 1M / 6M = how LRCX moved from the trade or filing date.
Insider trading in LRCX: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Eric Brandt | 2 | -$39.13M | Jun 12, 2026 |
Members of Congress trading LRCX
Institutions moving LRCX (13F)
- TD Waterhouse Canada1
- SteelPeak Wealth1
- Global Strategic Investment Solutions1
- Cache Advisors1
- Banque Pictet & Cie1
- Annex Advisory Services1
- Turtle Creek Wealth Advisors1
- Ninety One SA (Pty)1
- Mission Wealth Management1
- Mirae Asset Securities (Usa)1
- Guyasuta Investment Advisors1
- Fjarde Ap-Fonden /Fourth Swedish National Pension Fund1
Analyst ratings on LRCX
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | Reiterates | Overweight | $367 → $385 | -10.5% | — | |||
| B. Riley Securities | Reiterates | Buy | $350 → $390 | -5.7% | — | |||
| Susquehanna | Reiterates | buy | $475 | -24.7% | -31.3% | Read | ||
| Cantor Fitzgerald | Reiterates | buy | $500 | -14.8% | -38.6% | Read | ||
| B of A Securities | Reiterates | buy | $480 | +16.7% | -13.9% | Read | ||
| Wells Fargo | Reiterates | buy | $450 | +0.3% | -22.0% | Read | ||
| Citigroup | Reiterates | buy | $450 | +0.2% | -16.3% | Read | ||
| Oppenheimer | Reiterates | buy | $400 | +5.4% | -13.7% | Read | ||
| Cantor Fitzgerald | Reiterates | buy | $425 | +16.4% | +8.9% | — | ||
| UBS | Reiterates | buy | $375 | +12.9% | +8.0% | — |
Frequently asked questions
Are LRCX insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 1 insider made 2 open-market sales worth $39.13M, a net -$39.13M.
What is the latest insider trade in LRCX?
Eric Brandt filed a sell (open-market sale) of 54.50K sh worth $20.01M on Jun 12, 2026.
Which members of Congress traded LRCX?
3 disclosed trades by Sheldon Whitehouse, David Taylor and Alan Armstrong. The latest was on Aug 13, 2026.
Which institutions changed their LRCX positions?
Recent 13F filers moving the stock include TD Waterhouse Canada, SteelPeak Wealth, Global Strategic Investment Solutions, Cache Advisors and Banque Pictet & Cie.
Other semiconductor equipment & materials stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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