de UBS AM Lam Research LRCX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 5423 M | Vender |
12,514,990
-909,026
| -7% | -USD 276 M | 0.99% | 16 |
|
|
2026
Q1 | USD 2868 M | Comprar |
13,424,016
+691,629
| +5% | +USD 155 M | 0.6% | 25 |
|
|
2025
Q4 | USD 2180 M | Vender |
12,732,387
-10,537
| -0.1% | -USD 1.64 M | 0.46% | 32 |
|
|
2025
Q3 | USD 1706 M | Vender |
12,742,924
-2,252,870
| -15% | -USD 239 M | 0.37% | 41 |
|
|
2025
Q2 | USD 1460 M | Comprar |
14,995,794
+1,615,741
| +12% | +USD 128 M | 0.3% | 63 |
|
|
2025
Q1 | USD 973 M | Vender |
13,380,053
-194,638
| -1% | -USD 15.3 M | 0.25% | 88 |
|
|
2024
Q4 | USD 980 M | Comprar |
13,574,691
+11,480,951
| +548% | +USD 871 M | 0.23% | 77 |
|
|
2024
Q3 | USD 171 M | Vender |
2,093,740
-9,011,620
| -81% | -USD 784 M | 0.04% | 388 |
|
|
2024
Q2 | USD 1183 M | Comprar |
11,105,360
+1,540,040
| +16% | +USD 148 M | 0.34% | 54 |
|
|
2024
Q1 | USD 929 M | Comprar |
9,565,320
+775,430
| +9% | +USD 68.2 M | 0.33% | 58 |
|
|
2023
Q4 | USD 688 M | Comprar |
8,789,890
+740,240
| +9% | +USD 50.4 M | 0.27% | 68 |
|
|
2023
Q3 | USD 505 M | Comprar |
8,049,650
+150,260
| +2% | +USD 9.9 M | 0.23% | 85 |
|
|
2023
Q2 | USD 419 M | Mantener |
7,899,390
| – | – | 0.2% | 102 |
|
|
2023
Q1 | USD 419 M | Vender |
7,899,390
-67,580
| -0.8% | -USD 3.32 M | 0.2% | 102 |
|
|
2022
Q4 | USD 335 M | Vender |
7,966,970
-1,237,210
| -13% | -USD 51.8 M | 0.18% | 125 |
|
|
2022
Q3 | USD 337 M | Vender |
9,204,180
-140,420
| -2% | -USD 6.25 M | 0.19% | 110 |
|
|
2022
Q2 | USD 398 M | Vender |
9,344,600
-387,250
| -4% | -USD 18.4 M | 0.21% | 96 |
|
|
2022
Q1 | USD 523 M | Comprar |
9,731,850
+1,092,550
| +13% | +USD 63.6 M | 0.22% | 89 |
|
|
2021
Q4 | USD 621 M | Comprar |
8,639,300
+2,277,530
| +36% | +USD 143 M | 0.24% | 87 |
|
|
2021
Q3 | USD 362 M | Comprar |
6,361,770
+160,670
| +3% | +USD 9.8 M | 0.15% | 145 |
|
|
2021
Q2 | USD 404 M | Vender |
6,201,100
-170,720
| -3% | -USD 10.8 M | 0.17% | 125 |
|
|
2021
Q1 | USD 379 M | Vender |
6,371,820
-110,240
| -2% | -USD 6.01 M | 0.17% | 123 |
|
|
2020
Q4 | USD 306 M | Vender |
6,482,060
-2,173,950
| -25% | -USD 91.5 M | 0.14% | 143 |
|
|
2020
Q3 | USD 287 M | Comprar |
8,656,010
+378,760
| +5% | +USD 13 M | 0.15% | 127 |
|
|
2020
Q2 | USD 268 M | Comprar |
8,277,250
+905,670
| +12% | +USD 24.7 M | 0.16% | 124 |
|
|
2020
Q1 | USD 177 M | Vender |
7,371,580
-1,208,990
| -14% | -USD 34.8 M | 0.13% | 162 |
|
|
2019
Q4 | USD 251 M | Vender |
8,580,570
-1,540,970
| -15% | -USD 40.9 M | 0.15% | 130 |
|
|
2019
Q3 | USD 234 M | Vender |
10,121,540
-1,551,160
| -13% | -USD 32.6 M | 0.16% | 136 |
|
|
2019
Q2 | USD 219 M | Comprar |
11,672,700
+1,724,090
| +17% | +USD 32.7 M | 0.16% | 130 |
|
|
2019
Q1 | USD 178 M | Vender |
9,948,610
-748,850
| -7% | -USD 12.5 M | 0.13% | 170 |
|
|
2018
Q4 | USD 146 M | Vender |
10,697,460
-260,690
| -2% | -USD 3.74 M | 0.13% | 181 |
|
|
2018
Q3 | USD 166 M | Comprar |
10,958,150
+26,770
| +0.2% | +USD 457 k | 0.12% | 188 |
|
|
2018
Q2 | USD 189 M | Vender |
10,931,380
-824,320
| -7% | -USD 15.9 M | 0.14% | 161 |
|
|
2018
Q1 | USD 239 M | Vender |
11,755,700
-3,925,530
| -25% | -USD 77.8 M | 0.19% | 114 |
|
|
2017
Q4 | USD 289 M | Comprar |
15,681,230
+2,194,790
| +16% | +USD 43.1 M | 0.24% | 86 |
|
|
2017
Q3 | USD 250 M | Comprar |
13,486,440
+3,708,530
| +38% | +USD 60.2 M | 0.23% | 94 |
|
|
2017
Q2 | USD 138 M | Comprar |
9,777,910
+849,120
| +10% | +USD 12.5 M | 0.13% | 177 |
|
|
2017
Q1 | USD 115 M | Comprar |
8,928,790
+3,496,350
| +64% | +USD 41.1 M | 0.12% | 200 |
|
|
2016
Q4 | USD 57.4 M | Vender |
5,432,440
-3,990,860
| -42% | -USD 40.5 M | 0.06% | 331 |
|
|
2016
Q3 | USD 89.2 M | Vender |
9,423,300
-388,560
| -4% | -USD 3.54 M | 0.1% | 237 |
|
|
2016
Q2 | USD 82.5 M | Comprar |
9,811,860
+653,350
| +7% | +USD 5.25 M | 0.09% | 240 |
|
|
2016
Q1 | USD 75.6 M | Comprar |
9,158,510
+213,800
| +2% | +USD 1.56 M | 0.09% | 251 |
|
|
2015
Q4 | USD 71 M | Comprar |
8,944,710
+2,662,130
| +42% | +USD 20 M | 0.08% | 268 |
|
|
2015
Q3 | USD 41 M | Vender |
6,282,580
-478,800
| -7% | -USD 3.51 M | 0.05% | 432 |
|
|
2015
Q2 | USD 55 M | Vender |
6,761,380
-176,370
| -3% | -USD 1.38 M | 0.05% | 384 |
|
|
2015
Q1 | USD 48.7 M | Vender |
6,937,750
-504,080
| -7% | -USD 3.99 M | 0.05% | 424 |
|
|
2014
Q4 | USD 59 M | Vender |
7,441,830
-153,210
| -2% | -USD 1.19 M | 0.06% | 365 |
|
|
2014
Q3 | USD 56.7 M | Vender |
7,595,040
-528,100
| -7% | -USD 3.77 M | 0.06% | 360 |
|
|
2014
Q2 | USD 54.9 M | Comprar |
8,123,140
+256,410
| +3% | +USD 1.53 M | 0.06% | 368 |
|
|
2014
Q1 | USD 43.3 M | Comprar |
7,866,730
+701,160
| +10% | +USD 3.72 M | 0.05% | 422 |
|
|
2013
Q4 | USD 39 M | Comprar |
7,165,570
+1,500,390
| +26% | +USD 7.89 M | 0.04% | 420 |
|
|
2013
Q3 | USD 29 M | Vender |
5,665,180
-322,790
| -5% | -USD 1.58 M | 0.04% | 494 |
|
|
2013
Q2 | USD 26.6 M | Comprar |
+5,987,970
| Nuevas | +USD 27.1 M | 0.03% | 487 |
|
Otros fondos que tienen LRCX en su cartera
Posición de UBS AM en LRCX: resumen de T2 2026
UBS AM redujo su participación en Lam Research (LRCX) en 6.8% durante T2 2026, al vender acciones por un valor estimado de USD 276 M, y conservó 12,514,990 acciones valuadas en USD 5423 M. La posición representa 0.99% de la cartera y ocupa el puesto #16.
UBS AM reportó por primera vez una posición en LRCX en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 3,151 fondos que sigue Wall St. Rank mantienen una posición en LRCX.
- Al cierre de T2 2026, UBS AM tenía 12,514,990 acciones de Lam Research con un valor de USD 5423 M.
- UBS AM vendió 909,026 acciones de Lam Research en T2 2026, por un valor estimado de USD 276 M.
- Lam Research representó 0.99% de la cartera de UBS AM en T2 2026 y fue su posición número 16.
- UBS AM reportó por primera vez una posición en Lam Research en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 3,151 fondos que sigue Wall St. Rank tenían Lam Research en cartera.
Según el Informe 13F de UBS AM correspondiente a T2 2026, presentado el 13 ago 2026.