SEC 13F Intelligence

Epoch Investment Partners, Inc. / LRCX

Epoch Investment Partners, Inc.’s Lam Research Corp Position

Does Epoch Investment Partners, Inc. own Lam Research Corp (LRCX)? Yes — 632.8K shares worth $135M (+0.82% of its 13F portfolio) as of Q1 2026, down from 772.7K shares the prior filed quarter.

Position Value
$135M
Q1 2026
Shares
632.8K
% of Portfolio
+0.82%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $125MQ4 ’24Q1 ’25: $136MQ1 ’25Q2 ’25: $200MQ2 ’25Q3 ’25: $230MQ3 ’25Q4 ’25: $132MQ4 ’25Q1 ’26: $135MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026632.8K$135M+0.82%
Q4 2025772.7K$132M+0.75%
Q3 20251.72M$230M+1.27%
Q2 20252.06M$200M+1.04%
Q1 20251.87M$136M+0.71%
Q4 20241.73M$125M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Epoch Investment Partners, Inc.’s full portfolio or all institutional holders of LRCX.