
Insider and congress filings
Lam Research Corporation (LRCX)
NASDAQ · Technology · 352 insider transactions · 137 congress trades · last filed 2 months agoS&P 500Nasdaq 100
About Lam Research Corporation
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Timothy Archer
- Employees
- 23,300
- Listed since
- May 4, 1984
- Market value
- $288.0B
- Price to earnings (12 mo)
- 34.1
- Net income per share, as reported (12 mo)
- $6.76
- Dividend yield
- 0.48%
Earnings
6 reported quarters · next on Jan 27, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Oct 21, 2026 | $2.20 | $2.18 | $8.2B | $8.1B | EPS in line, GAAPRevenue in line |
| Q4 FY2026reported Jul 29, 2026 | $1.82 | $1.69 | $6.7B | $6.7B | EPS beatRevenue in line |
| Q3 FY2026reported Apr 22, 2026 | $1.47 | $1.36 | $5.8B | $5.8B | EPS beatRevenue beat |
| Q2 FY2026reported Jan 28, 2026 | $1.27 | $1.17 | $5.3B | $5.2B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Oct 22, 2025 | $1.26 | $1.22 | $5.3B | $5.2B | EPS beatRevenue beat |
| Q4 FY2025reported Jul 30, 2025 | $1.33 | $1.21 | $5.2B | $5.0B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 24, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Timothy M. ArcherPresident, Chief Executive Officer | $1.3M | $33.5M | $5.5M | $40.4M |
| Douglas R. BettingerExecutive Vice President, Chief Financial Officer | $786K | $8.2M | $1.8M | $10.8M |
| Seshasayee (Sesha) VaradarajanExecutive Vice President, Chief Operating Officer | $778K | $8.2M | $1.6M | $10.6M |
| Vahid VahediSenior Vice President, Chief Technology and Sustainability Officer | $668K | $5.2M | $1.2M | $7.1M |
| Neil J. FernandesSenior Vice President, Global Customer Operations | $650K | $4.8M | $1.2M | $6.6M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $57.5B | 132,727,776 | -0.1% | 10.58% |
| Vanguard Capital Management LLC | $35.4B | 81,683,639 | +0.7% | 6.51% |
| State Street Corp | $26.3B | 60,704,130 | +2.6% | 4.86% |
| Invesco Ltd. | $22.7B | 52,319,973 | +99.6% | 4.17% |
| JPMorgan Chase & Co. | $18.6B | 45,317,479 | +38.5% | 3.61% |
| Vanguard Portfolio Management LLC | $15.9B | 36,635,534 | -1.1% | 2.92% |
| Geode Capital Management, LLC | $14.9B | 34,506,240 | -1.9% | 2.75% |
| FMR LLC | $14.6B | 33,677,858 | +0.3% | 2.68% |
| T. Rowe Price Associates, Inc. | $10.7B | 24,596,295 | +85.8% | 1.96% |
| Morgan Stanley | $8.3B | 19,217,787 | +1.3% | 1.53% |
| Norges Bank | $7.9B | 18,123,399 | New | 1.44% |
| Ameriprise Financial Inc | $7.5B | 17,334,906 | -16.6% | 1.38% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding LRCX
12 of 13 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Coatue ManagementPhilippe Laffont | $4.1B | 9,441,603 | 8.4% |
| Cliff AsnessAQR Capital Management | $1.5B | 3,485,364 | 0.5% |
| Tiger Global ManagementChase Coleman | $1.4B | 3,163,495 | 5.7% |
| Alkeon Capital Management | $1.3B | 3,050,456 | 1.8% |
| Adage Capital Partners | $513.8M | 1,185,720 | 0.7% |
| Ray DalioBridgewater Associates | $406.6M | 938,224 | 1.7% |
| Whale Rock Capital Management | $321.8M | 742,638 | 2.6% |
| Altimeter CapitalBrad Gerstner | $170.8M | 394,080 | 1.7% |
| Woodline Partners | $167.7M | 386,934 | 0.5% |
| David TepperAppaloosa | $165.7M | 382,500 | 2.1% |
| Joel GreenblattGotham Asset Management | $119.9M | 276,730 | 0.3% |
| Moore CapitalLouis Bacon | $67.4M | 155,520 | 1.0% |
Also holding LRCX: Walleye Capital.
13 of the 97 fund managers we track list LRCX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
16 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Bethany MayerDirector | Sold | 9,557 | $314.74 | $3.0M | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Timothy ArcherPresident and CEO | Sold · scheduled | 30,000 | $319.26 | $9.6M | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Seshasayee VaradarajanSenior Vice President | Sold · scheduled | 27,480 | $291.32 | $8.0M | Sep 2, 2026filed Sep 3, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold · scheduled | 5,000 | $302.46 | $1.5M | Aug 31, 2026filed Sep 1, 2026 | 1d |
| Timothy ArcherPresident and CEO | Sold · scheduled | 30,000 | $300.00 | $9.0M | Aug 6, 2026filed Aug 7, 2026 | 1d |
| Abhijit Y. TalwalkarDirector | Sold · scheduled | 18,282 | $335.00 | $6.1M | Jul 13, 2026filed Jul 14, 2026 | 1d |
| Timothy ArcherPresident and CEO | Sold · scheduled | 30,000 | $390.01 | $11.7M | Jul 2, 2026filed Jul 6, 2026 | 1d |
| Eric BrandtDirector | Sold · scheduled · 26 lines | 54,500 | $350.80 | $19.1M | Jun 11, 2026filed Jun 15, 2026 | 2d |
| Eric BrandtDirector | Sold · scheduled · 17 lines | 54,500 | $367.18 | $20.0M | Jun 12, 2026filed Jun 15, 2026 | 1d |
| Neil J. FernandesSenior Vice President | Sold · scheduled | 7,659 | $309.60 | $2.4M | Jun 1, 2026filed Jun 2, 2026 | 1d |
| Neil J. FernandesSenior Vice President | Sold · scheduled | 18,170 | $255.14 | $4.6M | May 1, 2026filed May 4, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold | 6,010 | $258.66 | $1.6M | Apr 27, 2026filed Apr 28, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold | 1,500 | $222.66 | $334K | Mar 4, 2026filed Mar 5, 2026 | 1d |
| Douglas R. BettingerChief Financial Officer & EVP | Sold | 50,057 | $224.03 | $11.2M | Mar 4, 2026filed Mar 5, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold | 4,000 | $232.50 | $930K | Mar 2, 2026filed Mar 3, 2026 | 1d |
| Douglas R. BettingerChief Financial Officer & EVP | Sold | 40,329 | $230.22 | $9.3M | Mar 2, 2026filed Mar 3, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (13)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Timothy ArcherPresident and CEO | Option exercise | 30,000 | Sep 9, 2026 |
| Seshasayee VaradarajanSenior Vice President | Option exercise | 39,750 | Sep 2, 2026 |
| Timothy ArcherPresident and CEO | Option exercise | 30,000 | Aug 6, 2026 |
| Ava HarterChief Legal Officer | Tax withholding | 5,790 | Aug 5, 2026 |
| Timothy ArcherPresident and CEO | Option exercise | 30,000 | Jul 2, 2026 |
| Ava HarterChief Legal Officer | Option exercise | 6,010 | Apr 27, 2026 |
| Abhijit Y. TalwalkarDirector | Gift | 4,571 | Mar 10, 2026 |
| Karthikeyan RammohanSVP, Global Ops & Ent Solns | Other Form 4 entry (see filing) | 8,328 | Mar 6, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Option exercise | 77,750 | Mar 4, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Option exercise | 66,310 | Mar 2, 2026 |
| Christina CorreiaCVP , Chief Accounting Officer | Stock award | 17,521 | Feb 27, 2026 |
| Christina CorreiaCVP , Chief Accounting Officer | Tax withholding | 19,628 | Feb 27, 2026 |
| Patrick J. LordExecutive Vice President | Tax withholding | 4,469 | Feb 27, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in LRCX
20 disclosures of 137 on record · median 18d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -21.9%After the saleS&P 500 +0.3% · -22.2 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Sheldon WhitehouseSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | -31.7%After the saleS&P 500 -2.3% · -29.4 pts vs S&P 500 | Aug 13, 2026 | Sep 2, 2026 | 20d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +8.8%S&P 500 +19.8% · -11.0 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -46.9%S&P 500 +1.7% · -48.6 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | -24.1%After the saleS&P 500 +3.0% · -27.2 pts vs S&P 500 | Jun 5, 2026 | Jun 12, 2026 | 7d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | -11.3%After the saleS&P 500 +6.3% · -17.6 pts vs S&P 500 | Apr 27, 2026 | May 7, 2026 | 10d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.1%S&P 500 +20.3% · -5.2 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| David Taylor | Stock | Purchase | $1,001 - $15,000 | +9.8%S&P 500 +14.1% · -4.2 pts vs S&P 500 | Mar 12, 2026 | Mar 20, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +7.9%S&P 500 +12.1% · -4.2 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Tony Wied | Stock | Purchase | $250,001 - $500,000 | +0.4%S&P 500 +9.5% · -9.1 pts vs S&P 500 | Feb 9, 2026 | Mar 9, 2026 | 28d |
| Tony Wied | Stock | Exchange | $15,001 - $50,000 | -0.5%S&P 500 +11.5% · -12.0 pts vs S&P 500 | Feb 12, 2026 | Mar 9, 2026 | 25d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | -3.7%After the saleS&P 500 +10.2% · -13.9 pts vs S&P 500 | Feb 26, 2026 | Mar 6, 2026 | 8d |
| Cleo Fields | Stock | Purchase | $15,001 - $50,000 | 0.0%S&P 500 +10.2% · -10.2 pts vs S&P 500 | Feb 3, 2026 | Feb 24, 2026 | 21d |
| John BoozmanJoint | Stock | Sale (Partial) | $1,001 - $15,000 | +14.5%After the saleS&P 500 +10.2% · +4.3 pts vs S&P 500 | Jan 8, 2026 | Feb 15, 2026 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -7.3%S&P 500 +10.0% · -17.3 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.6%S&P 500 +10.2% · -4.6 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +3.2%After the saleS&P 500 +9.8% · -6.6 pts vs S&P 500 | Jan 16, 2026 | Feb 2, 2026 | 17d |
| David Taylor | Stock | Sale | $15,001 - $50,000 | +14.5%After the saleS&P 500 +10.2% · +4.3 pts vs S&P 500 | Jan 8, 2026 | Jan 21, 2026 | 13d |
| Markwayne MullinJoint | Stock | Purchase | $50,001 - $100,000 | +30.8%S&P 500 +10.4% · +20.4 pts vs S&P 500 | Dec 29, 2025 | Jan 16, 2026 | 18d |
| Jonathan L. JacksonSpouse | Stock | Sale | $1,001 - $15,000 | +135.4%After the saleS&P 500 +18.1% · +117.4 pts vs S&P 500 | Sep 3, 2025 | Oct 15, 2025 | 42d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in LRCX, filterable by party, chamber, type and account.
Members of Congress reporting a position
11 members · estimate, as of Oct 25, 202611 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tony Wied | Republican · House | $500,001 - $1,000,000 | 3.7% |
| Sheldon Whitehouse | Democrat · Senate | $500,001 - $1,000,000 | 3.4% |
| Deborah K. Ross | Democrat · House | $50,001 - $100,000 | 6.9% |
| Robert Bresnahan | Republican · House | $50,001 - $100,000 | 0.6% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Cleo Fields | Democrat · House | $15,001 - $50,000 | 0.1% |
| John Fetterman | Democrat · Senate | $15,001 - $50,000 | 5.6% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 1.0% |
Estimate, as of Oct 25, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling LRCX?
Across the 16 most recent open-market filings shown here, 0 were purchases and 16 were sales. 10 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded LRCX?
Ro Khanna, Sheldon Whitehouse, Alan Armstrong, David Taylor, Tony Wied, Cleo Fields and others disclosed LRCX transactions in the filings shown here.
Which members of Congress hold LRCX?
11 members of Congress report a position in LRCX in the estimate we hold as of Oct 25, 2026. The two largest estimated positions belong to Tony Wied and Sheldon Whitehouse; Deborah K. Ross holds one of the next largest, in the $50,001 - $100,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is LRCX in the S&P 500 or the Nasdaq 100?
Lam Research Corporation is a current member of the S&P 500 and Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are LRCX trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 18 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
