Amundi
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Amundi’s Lam Research LRCX Stock Holding History

Amundi’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
Q1 		$2.17B Buy
10,147,479
+1,942,862
+24% +$434M 0.59% 23
2025
Q4 		$1.4B Sell
8,204,617
-274,877
-3% -$42.8M 0.38% 46
2025
Q3 		$1.26B Sell
8,479,494
-2,297,578
-21% -$243M 0.41% 47
2025
Q2 		$1.03B Sell
10,777,072
-1,363,347
-11% -$108M 0.36% 57
2025
Q1 		$801M Sell
12,140,419
-804,753
-6% -$63.4M 0.29% 74
2024
Q4 		$990M Buy
12,945,172
+11,264,392
+670% +$854M 0.34% 55
2024
Q3 		$137M Sell
1,680,780
-10,981,330
-87% -$955M 0.05% 330
2024
Q2 		$1.37B Buy
12,662,110
+1,437,050
+13% +$138M 0.52% 33
2024
Q1 		$1.01B Sell
11,225,060
-442,070
-4% -$38.9M 0.44% 44
2023
Q4 		$883M Sell
11,667,130
-2,238,840
-16% -$153M 0.4% 49
2023
Q3 		$892M Sell
13,905,970
-804,530
-5% -$52.9M 0.44% 40
2023
Q2 		$955M Buy
14,710,500
+1,910,740
+15% +$108M 0.48% 33
2023
Q1 		$643M Sell
12,799,760
-827,700
-6% -$40.6M 0.35% 61
2022
Q4 		$620M Sell
13,627,460
-447,900
-3% -$18.7M 0.34% 69
2022
Q3 		$553M Buy
14,075,360
+1,964,760
+16% +$87.5M 0.33% 63
2022
Q2 		$509M Buy
12,110,600
+428,740
+4% +$20.4M 0.41% 51
2022
Q1 		$595M Sell
11,681,860
-1,110,450
-9% -$64.6M 0.4% 52
2021
Q4 		$886M Buy
12,792,310
+4,301,630
+51% +$270M 0.56% 31
2021
Q3 		$483M Sell
8,490,680
-1,125,980
-12% -$68.5M 0.34% 59
2021
Q2 		$626M Buy
+9,616,660
New +$607M 0.43% 45

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi's LRCX Position: Q1 2026 in Review

Amundi increased its Lam Research (LRCX) stake by 24% in Q1 2026, buying an estimated $434M and bringing the position to 10,147,479 shares worth $2.17B. The position accounts for 0.59% of the portfolio, ranked #23.

Amundi first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Amundi held 10,147,479 shares of Lam Research worth $2.17B as of Q1 2026.
  • Amundi bought 1,942,862 Lam Research shares in Q1 2026, an estimated $434M.
  • Lam Research made up 0.59% of Amundi's portfolio in Q1 2026, its #23 holding.
  • Amundi first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.