AG2R La Mondiale Gestion d'Actifs’s Lam Research LRCX Stock Holding History

AG2R La Mondiale Gestion d'Actifs’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7M	Buy	54,795 +4,216	+8%	+$1.28M	0.86%	18
2026 Q1	$10.8M	Buy	50,579 +380	+0.8%	+$85K	0.49%	35
2025 Q4	$8.59M	Buy	50,199 +2,227	+5%	+$346K	0.38%	42
2025 Q3	$4.67M	Hold	47,972	–	–	0.24%	88
2025 Q2	$4.67M	Hold	47,972	–	–	0.24%	88
2025 Q1	$3.88M	Buy	+47,972	New	+$3.78M	0.21%	95

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AG2R La Mondiale Gestion d'Actifs's LRCX Position: Q2 2026 in Review

AG2R La Mondiale Gestion d'Actifs increased its Lam Research (LRCX) stake by 8.3% in Q2 2026, buying an estimated $1.28M and bringing the position to 54,795 shares worth $23.7M. The position accounts for 0.86% of the portfolio, ranked #18.

AG2R La Mondiale Gestion d'Actifs first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

AG2R La Mondiale Gestion d'Actifs held 54,795 shares of Lam Research worth $23.7M as of Q2 2026.
AG2R La Mondiale Gestion d'Actifs bought 4,216 Lam Research shares in Q2 2026, an estimated $1.28M.
Lam Research made up 0.86% of AG2R La Mondiale Gestion d'Actifs's portfolio in Q2 2026, its #18 holding.
AG2R La Mondiale Gestion d'Actifs first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q2 2026, filed 23 Jul 2026.