US Bancorp DE Reduces Stake in Lam Research Corporation

Semiconductor equipment maker Lam Research sees institutional investor shift in Q3 2026

Published on Feb. 27, 2026

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US Bancorp DE, a major institutional investor, reduced its position in semiconductor equipment manufacturer Lam Research Corporation (NASDAQ:LRCX) by 1.3% during the third quarter of 2026. The firm now holds 408,205 shares of Lam Research, valued at $54.66 million.

Why it matters

Institutional investor activity can provide insights into market sentiment and future performance of a company's stock. The reduction in US Bancorp DE's Lam Research holdings, albeit small, may signal a shift in investor outlook for the semiconductor equipment maker.

The details

According to the report, US Bancorp DE sold 5,187 shares of Lam Research during the third quarter, bringing its total holdings down to 408,205 shares. Lam Research is a global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

  • US Bancorp DE reduced its Lam Research holdings in Q3 2026.

The players

US Bancorp DE

A major institutional investor that reduced its stake in Lam Research Corporation.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

The reduction in US Bancorp DE's Lam Research holdings, while small, could signal a shift in investor sentiment towards the semiconductor equipment maker. Institutional investor activity is closely watched as it can provide insights into the future performance of a company's stock.