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
Q2 		$4.08B Sell
9,426,153
-721,326
-7% -$219M 0.98% 16
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi's LRCX Position: Q2 2026 in Review

Amundi reduced its Lam Research (LRCX) stake by 7.1% in Q2 2026, selling an estimated $219M and leaving 9,426,153 shares worth $4.08B. The position accounts for 0.98% of the portfolio, ranked #16.

Amundi first reported a position in LRCX in Q2 2021 and has held it in 21 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Amundi held 9,426,153 shares of Lam Research worth $4.08B as of Q2 2026.
  • Amundi sold 721,326 Lam Research shares in Q2 2026, an estimated $219M.
  • Lam Research made up 0.98% of Amundi's portfolio in Q2 2026, its #16 holding.
  • Amundi first reported a position in Lam Research in Q2 2021 and has held it in 21 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.