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AAMU
AEGON Asset Management (UK)’s
Lam Research
LRCX
Stock Holding History
AEGON Asset Management (UK)’s Portfolio
LRCX Stock Details
LRCX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$92.6M
Buy
213,677
+71,695
+50%
+$21.8M
0.99%
24
2026
Q1
$30.3M
Sell
141,982
-72,711
-34%
-$16.3M
0.4%
73
2025
Q4
$36.7M
Buy
214,693
+57,648
+37%
+$8.97M
0.44%
63
2025
Q3
$21M
Buy
+157,045
New
+$16.6M
0.25%
92
2019
Q4
–
Sell
-281,090
Closed
-$6.49M
–
175
2019
Q3
$6.49M
Hold
281,090
–
–
0.17%
79
2019
Q2
$5.28M
Sell
281,090
-63,290
-18%
-$1.2M
0.14%
85
2019
Q1
$6.16M
Sell
344,380
-183,700
-35%
-$3.07M
0.17%
80
2018
Q4
$7.19M
Sell
528,080
-59,780
-10%
-$857K
0.23%
73
2018
Q3
$8.92M
Sell
587,860
-1,317,420
-69%
-$22.5M
0.21%
77
2018
Q2
$32.9M
Buy
1,905,280
+135,070
+8%
+$2.6M
0.81%
48
2018
Q1
$36M
Sell
1,770,210
-226,420
-11%
-$4.48M
0.92%
40
2017
Q4
$36.8M
Sell
1,996,630
-548,190
-22%
-$10.8M
0.93%
40
2017
Q3
$47.1M
Buy
2,544,820
+25,490
+1%
+$414K
1.29%
33
2017
Q2
$35.6M
Buy
2,519,330
+1,994,020
+380%
+$29.2M
1%
36
2017
Q1
$6.74M
Buy
525,310
+180,570
+52%
+$2.12M
0.18%
76
2016
Q4
$3.64M
Buy
344,740
+65,950
+24%
+$670K
0.1%
93
2016
Q3
$2.64M
Buy
+278,790
New
+$2.54M
0.07%
100
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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