Achmea Investment Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $184M | Sell |
425,361
-116,594
| -22% | -$35.4M | 4.61% | 5 |
|
|
2026
Q1 | $116M | Sell |
541,955
-149,577
| -22% | -$33.4M | 3.06% | 6 |
|
|
2025
Q4 | $118M | Buy |
+691,532
| New | +$108M | 3.02% | 7 |
|
|
2025
Q2 | – | Sell |
-844,023
| Closed | -$61.4M | – | 355 |
|
|
2025
Q1 | $61.4M | Buy |
844,023
+574,561
| +213% | +$45.2M | 0.89% | 15 |
|
|
2024
Q4 | $19.5M | Buy |
269,462
+12,582
| +5% | +$954K | 0.32% | 75 |
|
|
2024
Q3 | $21M | Buy |
256,880
+52,400
| +26% | +$4.56M | 0.35% | 73 |
|
|
2024
Q2 | $21.8M | Buy |
204,480
+24,270
| +13% | +$2.33M | 0.39% | 62 |
|
|
2024
Q1 | $17.5M | Sell |
180,210
-7,090
| -4% | -$624K | 0.33% | 76 |
|
|
2023
Q4 | $14.7M | Sell |
187,300
-17,080
| -8% | -$1.16M | 0.3% | 81 |
|
|
2023
Q3 | $12.8M | Buy |
204,380
+8,460
| +4% | +$556K | 0.28% | 92 |
|
|
2023
Q2 | $12.6M | Buy |
195,920
+41,760
| +27% | +$2.35M | 0.27% | 93 |
|
|
2023
Q1 | $8.17M | Buy |
154,160
+3,800
| +3% | +$186K | 0.24% | 112 |
|
|
2022
Q4 | $5.92M | Buy |
150,360
+8,790
| +6% | +$368K | 0.2% | 141 |
|
|
2022
Q3 | $5.18M | Sell |
141,570
-21,600
| -13% | -$962K | 0.18% | 140 |
|
|
2022
Q2 | $6.95M | Sell |
163,170
-4,780
| -3% | -$228K | 0.22% | 116 |
|
|
2022
Q1 | $9.03M | Buy |
+167,950
| New | +$9.78M | 0.24% | 106 |
|
|
2021
Q4 | – | Sell |
-212,240
| Closed | -$12.1M | – | 384 |
|
|
2021
Q3 | $12.1M | Buy |
212,240
+6,060
| +3% | +$369K | 0.37% | 59 |
|
|
2021
Q2 | $13.4M | Sell |
206,180
-23,030
| -10% | -$1.45M | 0.46% | 40 |
|
|
2021
Q1 | $13.6M | Sell |
229,210
-65,900
| -22% | -$3.59M | 0.48% | 37 |
|
|
2020
Q4 | $13.9M | Sell |
295,110
-59,040
| -17% | -$2.48M | 0.5% | 39 |
|
|
2020
Q3 | $11.7M | Buy |
+354,150
| New | +$12.2M | 0.49% | 40 |
|
|
2020
Q1 | – | Sell |
-284,750
| Closed | -$8.33M | – | 424 |
|
|
2019
Q4 | $8.33M | Sell |
284,750
-122,360
| -30% | -$3.25M | 0.32% | 70 |
|
|
2019
Q3 | $9.41M | Buy |
407,110
+20,070
| +5% | +$421K | 0.37% | 57 |
|
|
2019
Q2 | $7.27M | Sell |
387,040
-21,870
| -5% | -$415K | 0.28% | 90 |
|
|
2019
Q1 | $7.32M | Sell |
408,910
-2,890
| -0.7% | -$48.2K | 0.3% | 77 |
|
|
2018
Q4 | $5.61M | Sell |
411,800
-36,230
| -8% | -$519K | 0.26% | 97 |
|
|
2018
Q3 | $6.79M | Sell |
448,030
-135,990
| -23% | -$2.32M | 0.26% | 92 |
|
|
2018
Q2 | $10.1M | Sell |
584,020
-39,920
| -6% | -$769K | 0.35% | 70 |
|
|
2018
Q1 | $12.7M | Buy |
623,940
+8,990
| +1% | +$178K | 0.43% | 56 |
|
|
2017
Q4 | $11.3M | Buy |
614,950
+325,120
| +112% | +$6.39M | 0.38% | 62 |
|
|
2017
Q3 | $5.36M | Buy |
289,830
+21,260
| +8% | +$345K | 0.3% | 81 |
|
|
2017
Q2 | $3.8M | Buy |
268,570
+5,960
| +2% | +$87.4K | 0.23% | 110 |
|
|
2017
Q1 | $3.37M | Buy |
+262,610
| New | +$3.09M | 0.16% | 170 |
|
Other funds holding LRCX
Achmea Investment Management's LRCX Position: Q2 2026 in Review
Achmea Investment Management reduced its Lam Research (LRCX) stake by 22% in Q2 2026, selling an estimated $35.4M and leaving 425,361 shares worth $184M. The position accounts for 4.61% of the portfolio, ranked #5.
Achmea Investment Management first reported a position in LRCX in Q1 2017 and has held it in 33 quarters since. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Achmea Investment Management held 425,361 shares of Lam Research worth $184M as of Q2 2026.
- Achmea Investment Management sold 116,594 Lam Research shares in Q2 2026, an estimated $35.4M.
- Lam Research made up 4.61% of Achmea Investment Management's portfolio in Q2 2026, its #5 holding.
- Achmea Investment Management first reported a position in Lam Research in Q1 2017 and has held it in 33 quarters since.
- 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.