Lam Research Shares Sold by Ceredex Value Advisors

Institutional investor reduces stake in semiconductor equipment manufacturer

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC, an institutional investor, reduced its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 15.1% in the third quarter, according to a recent SEC filing. The firm now owns 314,949 shares of the semiconductor company's stock, down from 371,127 shares previously.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry. Changes in institutional ownership can signal shifts in investor sentiment and market expectations for the company.

The details

According to the SEC filing, Ceredex Value Advisors sold 56,178 shares of Lam Research during the third quarter. The firm's remaining stake in Lam Research was valued at $42,172,000 as of the end of the quarter.

  • Ceredex Value Advisors reduced its Lam Research holdings in the third quarter of 2026.

The players

Ceredex Value Advisors LLC

An institutional investment management firm that reduced its stake in Lam Research Corporation.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry.

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The takeaway

The reduction in Ceredex Value Advisors' Lam Research holdings may signal a shift in investor sentiment around the semiconductor equipment manufacturer, though broader market and industry trends would need to be considered to fully understand the implications.