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LRCX · Lam Research Corp
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LRCX LAM Research (LRCX) Insider Trading, Ownership & Congress Trades

Semiconductors & Electronics · Special industry machinery, nec · CIK 0000707549
Quote by TradingView
Congress · 2Form 144 · 6
Insider buyers, 180 days
0
Funds added, last quarter
1,706
13F, latest reported quarter
Conversions, 180 days
6
Codes C/M, not in net · $5.2M priced

What the filings say about LRCX

Insiders, 180 days
-$111.6M net sold
7 sellers · 11% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 1 sold
Latest: sale, 2026-06-05
Planned sales (Form 144), 90 days
$47.6M
6 notices

LAM Research insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, LAM RESEARCH CORP insiders sold a net $111.6M of stock across 223 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
ARCHER TIMOTHY
President and CEO
SELL
2026-10-26 SECtraded 2026-10-23
31,400
$7.1M
n/a
Context
  • 56 earlier Form 4 trades (code P or S) here by this insider (56 sales), the last on Sep 9, 2026.
  • The trade is 2.9% of the 1,075,966 shares held after it.
  • No other insider sold within 30 days.
  • 1,706 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO ARCHER TIMOTHY sold about $7.1M of LRCX under a 10b5-1 plan on Oct 23, 2026; 1,706 funds added in the latest 13F quarter.
Mayer Bethany
Director
SELL
2026-09-10 SECtraded 2026-09-09
9,557
$3.0M
-20.3%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Nov 7, 2025.
  • The trade is 45.5% of the 20,995 shares held after it.
  • 3 other insiders sold within 30 days.
  • 1,706 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mayer Bethany sold about $3.0M of LRCX on Sep 9, 2026; 3 other insiders sold within 30 days and 1,706 funds added in the latest 13F quarter.
ARCHER TIMOTHY
President and CEO
SELL
2026-09-10 SECtraded 2026-09-09
30,000
$9.6M
-20.3%
Context
  • 55 earlier Form 4 trades (code P or S) here by this insider (55 sales), the last on Aug 6, 2026.
  • The trade is 2.8% of the 1,075,966 shares held after it.
  • 3 other insiders sold within 30 days.
  • 1,706 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO ARCHER TIMOTHY sold about $9.6M of LRCX under a 10b5-1 plan on Sep 9, 2026; 3 other insiders sold within 30 days and 1,706 funds added in the latest 13F quarter.
Varadarajan Seshasayee
Senior Vice President
SELL
2026-09-03 SECtraded 2026-09-02
20,000
$5.8M
-22.7%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Feb 20, 2025.
  • The trade is 9.7% of the 205,546 shares held after it.
  • 3 other insiders sold within 30 days.
  • 1,706 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Vice President Varadarajan Seshasayee sold about $5.8M of LRCX under a 10b5-1 plan on Sep 2, 2026; 3 other insiders sold within 30 days and 1,706 funds added in the latest 13F quarter.
Varadarajan Seshasayee
Senior Vice President
SELL
2026-09-03 SECtraded 2026-09-02
12,270
$3.6M
-22.7%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Feb 20, 2025.
  • The trade is 6.0% of the 205,546 shares held after it.
  • 3 other insiders sold within 30 days.
  • 1,706 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Vice President Varadarajan Seshasayee sold about $3.6M of LRCX under a 10b5-1 plan on Sep 2, 2026; 3 other insiders sold within 30 days and 1,706 funds added in the latest 13F quarter.
223 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 218 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$111.6M over 180 days
-$47.6M over 90 days
below 88% of Semiconductors & Electronics
Congress
2 members bought in the last year
more than 54% of Semiconductors & Electronics
Funds
1,706 funds bought in last quarter
more than 96% of Semiconductors & Electronics
Revenue
+26.0% year over year
more than 68% of Semiconductors & Electronics
Margin
31.3% net margin
more than 95% of Semiconductors & Electronics
Buybacks
$1.0B repurchased, FY to 2026-09-27
more than 91% of Semiconductors & Electronics
Short interest
2.3% of the float short (float per yahoo 2026-10-27) · 3.6 days to cover · settled 2026-10-15
below 65% of Semiconductors & Electronics
What changed in the last 30 days
Oct 26President and CEO ARCHER TIMOTHY sold $7.1M under a 10b5-1 plan (Oct 23)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 23Officer ARCHER TIMOTHY filed to sell $7.1M by Oct 23 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch LRCX

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+61.5%12M
-5%+61%+128%+195%2025-102025-122026-022026-042026-062026-082026-10 2025-12-17 · ARCHER TIMOTHY sold $18.6M2026-07-02 · ARCHER TIMOTHY sold $11.7M2026-03-04 · Bettinger Douglas R sold $11.2M2026-09-09 · ARCHER TIMOTHY sold $9.6M2026-03-02 · Bettinger Douglas R sold $9.3M2026-08-06 · ARCHER TIMOTHY sold $9.0M2025-12-17 · ARCHER TIMOTHY sold $8.2M2026-09-02 · Varadarajan Seshasayee sold $8.0M2026-10-23 · ARCHER TIMOTHY sold $7.1M2026-07-13 · TALWALKAR ABHIJIT Y sold $6.1M2025-11-14 · Bettinger Douglas R sold $6.0M2026-09-02 · Varadarajan Seshasayee sold $5.8M2026-05-01 · Fernandes Neil J sold $4.6M2026-02-06 · BRANDT ERIC sold $4.1M2026-02-06 · BRANDT ERIC sold $3.8M2026-09-02 · Varadarajan Seshasayee sold $3.6M2026-06-12 · BRANDT ERIC sold $3.1M2026-09-09 · Mayer Bethany sold $3.0M2026-06-12 · BRANDT ERIC sold $2.9M2026-06-01 · Fernandes Neil J sold $2.4M2026-06-11 · BRANDT ERIC sold $2.3M2026-06-12 · BRANDT ERIC sold $2.1M2026-06-11 · BRANDT ERIC sold $2.1M2026-06-12 · BRANDT ERIC sold $1.9M2026-04-27 · Harter Ava sold $1.6M2026-06-12 · BRANDT ERIC sold $1.5M2026-08-31 · Harter Ava sold $1.5M2026-06-11 · BRANDT ERIC sold $1.5M2026-06-12 · BRANDT ERIC sold $1.5M2026-06-12 · BRANDT ERIC sold $1.4M2026-06-11 · BRANDT ERIC sold $1.2M2026-06-11 · BRANDT ERIC sold $1.2M2026-06-11 · BRANDT ERIC sold $1.1M2026-06-12 · BRANDT ERIC sold $981.4K2026-06-11 · BRANDT ERIC sold $979.4K2025-10-27 · Harter Ava sold $946.3K2026-06-11 · BRANDT ERIC sold $943.2K2026-03-02 · Harter Ava sold $930.0K2026-06-12 · BRANDT ERIC sold $852.0K2026-06-12 · BRANDT ERIC sold $838.1K2026-06-12 · BRANDT ERIC sold $686.4K2026-06-11 · BRANDT ERIC sold $673.5K2026-10-23 · ARCHER TIMOTHY filed to sell $7.1M2026-09-09 · ARCHER TIMOTHY filed to sell $9.6M2026-09-09 · BETHANY MAYER filed to sell $3.0M2026-09-02 · Varadarajan Seshasayee filed to sell $17.4M2026-08-31 · Harter Ava filed to sell $1.5M2026-08-06 · ARCHER TIMOTHY filed to sell $9.0M2026-07-13 · TALWALKAR ABHIJIT Y filed to sell $6.1M2026-07-02 · ARCHER TIMOTHY filed to sell $11.7M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns LRCX: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
132,727,776 sh
$57.5B
VANGUARD CAPITAL MANAGEMENT LLC
81,683,639 sh
$35.4B
STATE STREET CORP
60,704,130 sh
$26.3B
Invesco Ltd.
52,319,973 sh
$22.7B
JPMORGAN CHASE & CO
45,317,479 sh
$18.6B

Congress trades in LRCX

STOCK Act disclosures, US House only, filed up to 45 days after the trade
David J. Taylor
Sold 2026-06-05 · disclosed 7 days later
$1,001 - $15,000
David J. Taylor
Sold 2026-04-27 · disclosed 10 days later
$1,001 - $15,000
David J. Taylor
Bought 2026-03-12 · disclosed 8 days later
$1,001 - $15,000
David J. Taylor
Sold 2026-02-26 · disclosed 8 days later
$1,001 - $15,000
Cleo Fields
Bought 2026-02-03 · disclosed 21 days later
$15,001 - $50,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

LRCX planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
ARCHER TIMOTHY
Filed 2026-10-23
$7.1M
ARCHER TIMOTHY
Filed 2026-09-09
$9.6M
BETHANY MAYER
Filed 2026-09-09
$3.0M
Varadarajan Seshasayee
Filed 2026-09-02
$17.4M
Harter Ava
Filed 2026-08-31
$1.5M

LRCX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
MIDAS SPECIAL OPPORTUNITIES
$5.2M position · as of 2026-06-30
17.7%
NORTHQUEST CAPITAL FUND INC
$1.7M position · as of 2026-06-30
14.7%
Neiman Large Cap Value Fund
$5.8M position · as of 2026-06-30
11.5%
Baron Technology ETF
$18.1M position · as of 2026-06-30
8.8%
Invesco Global Equity Portfolio
$96.4M position · as of 2026-06-30
8.5%
MassMutual Global Fund
$12.2M position · as of 2026-06-30
8.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Timothy M. Archer
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$40.4M
$320.6M
$8.8M
+533%
+330%
2024
$28.3M
$14.7M
$8.4M
+61%
+79%
2023
$30.1M
$71.7M
$6.9M
+75%
+75%
2022
$18.3M
$35.5M
$4.7M
-1%
+11%
2021
$16.9M
$10.3M
$4.2M
-28%
-15%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $111.6M sold by insiders over 180 days, 1,706 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $47.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
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Sector by SEC SIC code
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LRCX financials

Revenue growth
+26.0%
XBRL, annual
Net margin
31.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$26.1B
four quarters, 2025-09-29 to 2026-09-27
Net margin, TTM
+32.3%
net income over revenue, 2025-09-29 to 2026-09-27
Free cash flow, TTM
$6.5B
operating cash flow minus capex, 2025-09-29 to 2026-09-27
Debt to equity
0.27x
long-term 2026-09-27 plus current 2026-06-28; equity 2026-09-27
Cash flow to debt
2.03x
TTM operating cash flow over long-term 2026-09-27 plus current 2026-06-28
Return on equity
+70.1%
TTM net income over average of 2025-09-28 and 2026-09-27
Return on assets
+35.0%
TTM net income over average of 2025-09-28 and 2026-09-27
Return on invested capital
+96.3%
operating income after a 13.0% effective tax rate, over long-term 2026-09-27 plus current 2026-06-28 plus average of 2025-09-28 and 2026-09-27 minus cash
Return on capital employed
+56.4%
operating income (EBIT proxy) over average of 2025-09-28 and 2026-09-27 minus current liabilities
P/E, trailing
35.39x
close 2026-10-26 over four quarters of diluted EPS, 2025-09-29 to 2026-09-27
Enterprise value
$293.0B
market value at close 2026-10-26 on 2026-10-20 shares, plus long-term 2026-09-27 plus current 2026-06-28, minus cash 2026-09-27
FCF yield
+2.2%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.74x
P/E over trailing EPS growth of 48%: four quarters to 2026-09-27 against the four to 2025-09-28
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-062025-062024-062023-06
Revenue$23.2B$18.4B$14.9B$17.4B
Gross profit$11.7B$9.0B$7.1B$7.8B
Operating income$8.2B$5.9B$4.3B$5.2B
Net income$7.3B$5.4B$3.8B$4.5B
EPS (diluted)5.764.152.903.32
Operating cash flow$5.9B$6.2B$4.7B$5.2B
Cash$5.6B$6.4B$5.8B$5.3B
Long-term debt$3.7B$3.7B$4.5B$5.0B
Buybacks$3.9B$3.4B$2.8B$2.0B
Dividends paid$1.3B$1.1B$1.0B$907.9M
SEC XBRL, fiscal years, as known on 2026-10-28

LRCX Stock Sonar score 6/7 axes

Find similar shapesCompare

LRCX ranks highest on profitability (97th percentile) and institutional and government (76th), and lowest on insider conviction (7th), among Semiconductors & Electronics peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
97
Inputs
  • Return on equity+70.1% · 97 pct, sector of 154
  • Return on assets+35.0% · 98 pct, sector of 171
  • Return on invested capital+96.3% · 96 pct, sector of 56
  • Return on capital employed+56.4% · 98 pct, sector of 155
Financial health
67
Inputs
  • Debt to equity0.27x · 48 pct, sector of 152
  • Cash flow to debt2.03x · 87 pct, sector of 136
Growth
53
Inputs
  • Revenue growth, YoY+26.0% · 68 pct, sector of 194
  • Backlog growth, YoY-3.9% · 38 pct, sector of 51
Insider conviction
7
Inputs
  • Net Form 4 buying (codes P and S), 180d-$76.0M · 14 pct, sector of 146
  • Insider buyers, 180d0 · 0 pct, sector of 150
Institutional and government
76
Inputs
  • Funds adding, latest quarter1,706 · 96 pct, sector of 184
  • Congress net buyers, 365d1 · 59 pct, sector of 40
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$810K · 73 pct, sector of 53
Risk and compliance
42
Inputs
  • Short interest, % of float+2.3% · 73 pct, sector of 220
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+27.6% · 11 pct, sector of 152
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

LRCX filings, in plain words

Are LAM Research insiders buying or selling LRCX?

In the 180 days to 2026-10-28, LAM Research insiders were net sellers, a net $111.6M across purchases and sales reported on Form 4, by 7 sellers.

Have members of Congress traded LRCX?

Yes. In the year to 2026-10-28, 2 House members disclosed buying LRCX and 1 House member disclosed selling it; the latest on record is a sale by David J. Taylor dated 2026-06-05.

Are there planned insider sales of LRCX?

Yes. 6 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $47.6M of stock; the latest, by ARCHER TIMOTHY, was filed 2026-10-23.

Read the full summary

In the 180 days to 2026-10-28, LAM Research insiders were net sellers of LRCX, a net $111.6M across purchases and sales reported on Form 4 by 7 sellers. 11% of the 55 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-28, 2 members of Congress disclosed buying LRCX and 1 member disclosed selling it; the latest on record is a sale by David J. Taylor dated 2026-06-05. Insiders filed 6 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $47.6M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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