Manning & Napier Group's LRCX Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 378,000 shares of Lam Research Corporation (LRCX) worth $80.76 M, representing 1.14% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Manning & Napier Group has maintained this position in LRCX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 575,492 shares. Largest reduction occurred in Q1 2026, reducing 197,972 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -197,972 | Reduce 34.37% | 378,000 | $213.66 |
| Q4 2025 | +575,492 | Add 119894.17% | 575,972 | $173.78 |
| Q3 2025 | +480 | New Buy | 480 | $133.90 |
Manning & Napier Group's Lam Research Corporation Investment FAQs
Manning & Napier Group first purchased Lam Research Corporation (LRCX) in Q3 2025, acquiring 480 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Lam Research Corporation (LRCX) for 3 quarters since Q3 2025.
Manning & Napier Group's largest addition to Lam Research Corporation (LRCX) was in Q4 2025, adding 575,972 shares worth $100.09 M.
According to the latest 13F filing for Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 378,000 shares of Lam Research Corporation (LRCX), valued at approximately $80.76 M.
As of the Q1 2026 filing, Lam Research Corporation (LRCX) represents approximately 1.14% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Lam Research Corporation (LRCX) was 575,972 shares, as reported at the end of Q4 2025.