APG Asset 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 | $423M | Buy |
1,116,451
+283,859
| +34% | +$86.2M | 1.04% | 17 |
|
|
2026
Q1 | $154M | Buy |
832,592
+95,094
| +13% | +$21.3M | 0.49% | 45 |
|
|
2025
Q4 | $107M | Sell |
737,498
-58,525
| -7% | -$9.1M | 0.31% | 58 |
|
|
2025
Q3 | $90.7M | Hold |
796,023
| – | – | 0.25% | 76 |
|
|
2025
Q2 | $66M | Buy |
796,023
+49,004
| +7% | +$3.89M | 0.2% | 97 |
|
|
2025
Q1 | $50.3M | Sell |
747,019
-34,665
| -4% | -$2.73M | 0.16% | 119 |
|
|
2024
Q4 | $54.5M | Buy |
+781,684
| New | +$59.3M | 0.15% | 114 |
|
|
2024
Q3 | – | Sell |
-942,150
| Closed | -$93.6M | – | 547 |
|
|
2024
Q2 | $93.6M | Sell |
942,150
-2,250
| -0.2% | -$216K | 0.17% | 135 |
|
|
2024
Q1 | $85M | Sell |
944,400
-185,560
| -16% | -$16.3M | 0.15% | 141 |
|
|
2023
Q4 | $80.1M | Sell |
1,129,960
-46,910
| -4% | -$3.2M | 0.16% | 139 |
|
|
2023
Q3 | $73.8M | Sell |
1,176,870
-13,670
| -1% | -$898K | 0.15% | 151 |
|
|
2023
Q2 | $70.2M | Sell |
1,190,540
-38,680
| -3% | -$2.18M | 0.14% | 154 |
|
|
2023
Q1 | $60M | Sell |
1,229,220
-211,160
| -15% | -$10.4M | 0.13% | 180 |
|
|
2022
Q4 | $60.5M | Buy |
1,440,380
+1,187,920
| +471% | +$49.7M | 0.12% | 203 |
|
|
2022
Q3 | $9.43M | Sell |
252,460
-40,960
| -14% | -$1.82M | 0.02% | 393 |
|
|
2022
Q2 | $12M | Buy |
293,420
+90,310
| +44% | +$4.3M | 0.03% | 375 |
|
|
2022
Q1 | $9.81M | Sell |
203,110
-37,000
| -15% | -$2.15M | 0.02% | 418 |
|
|
2021
Q4 | $15.2M | Sell |
240,110
-27,000
| -10% | -$1.69M | 0.03% | 406 |
|
|
2021
Q3 | $13.1M | Sell |
267,110
-155,000
| -37% | -$9.43M | 0.02% | 425 |
|
|
2021
Q2 | $23.2M | Buy |
422,110
+19,110
| +5% | +$1.21M | 0.04% | 387 |
|
|
2021
Q1 | $20.4M | Sell |
403,000
-753,920
| -65% | -$41.1M | 0.03% | 404 |
|
|
2020
Q4 | $44.7M | Sell |
1,156,920
-188,560
| -14% | -$7.93M | 0.07% | 272 |
|
|
2020
Q3 | $38.1M | Sell |
1,345,480
-320,130
| -19% | -$11M | 0.07% | 298 |
|
|
2020
Q2 | $48M | Sell |
1,665,610
-746,120
| -31% | -$20.3M | 0.09% | 236 |
|
|
2020
Q1 | $57.9M | Sell |
2,411,730
-2,432,290
| -50% | -$70M | 0.11% | 195 |
|
|
2019
Q4 | $126M | Buy |
4,844,020
+977,550
| +25% | +$26M | 0.21% | 129 |
|
|
2019
Q3 | $82M | Sell |
3,866,470
-215,940
| -5% | -$4.53M | 0.14% | 188 |
|
|
2019
Q2 | $67.3M | Sell |
4,082,410
-693,000
| -15% | -$13.1M | 0.12% | 216 |
|
|
2019
Q1 | $76.1M | Sell |
4,775,410
-3,575,000
| -43% | -$59.7M | 0.14% | 193 |
|
|
2018
Q4 | $99.5M | Buy |
8,350,410
+100,000
| +1% | +$1.43M | 0.2% | 148 |
|
|
2018
Q3 | $108M | Buy |
8,250,410
+125,000
| +2% | +$2.13M | 0.19% | 151 |
|
|
2018
Q2 | $120M | Buy |
8,125,410
+69,000
| +0.9% | +$1.33M | 0.22% | 143 |
|
|
2018
Q1 | $133M | Buy |
8,056,410
+794,340
| +11% | +$15.7M | 0.26% | 127 |
|
|
2017
Q4 | $111M | Buy |
7,262,070
+1,819,090
| +33% | +$35.7M | 0.2% | 155 |
|
|
2017
Q3 | $101M | Buy |
5,442,980
+2,328,000
| +75% | +$37.8M | 0.17% | 184 |
|
|
2017
Q2 | $44.1M | Buy |
3,114,980
+1,058,700
| +51% | +$15.5M | 0.08% | 311 |
|
|
2017
Q1 | $26.4M | Sell |
2,056,280
-444,930
| -18% | -$5.23M | 0.05% | 376 |
|
|
2016
Q4 | $25.1M | Sell |
2,501,210
-283,530
| -10% | -$2.88M | 0.05% | 383 |
|
|
2016
Q3 | $26.4M | Buy |
2,784,740
+431,870
| +18% | +$3.93M | 0.05% | 393 |
|
|
2016
Q2 | $19.8M | Buy |
2,352,870
+284,000
| +14% | +$2.28M | 0.04% | 425 |
|
|
2016
Q1 | $17.1M | Sell |
2,068,870
-965,000
| -32% | -$7.02M | 0.04% | 433 |
|
|
2015
Q4 | $24.1M | Sell |
3,033,870
-246,210
| -8% | -$1.85M | 0.06% | 345 |
|
|
2015
Q3 | $21.4M | Sell |
3,280,080
-1,045,460
| -24% | -$7.66M | 0.05% | 368 |
|
|
2015
Q2 | $35.2M | Sell |
4,325,540
-129,330
| -3% | -$1.02M | 0.07% | 319 |
|
|
2015
Q1 | $31.3M | Buy |
4,454,870
+1,471,740
| +49% | +$11.6M | 0.06% | 330 |
|
|
2014
Q4 | $23.7M | Buy |
2,983,130
+344,820
| +13% | +$2.67M | 0.05% | 395 |
|
|
2014
Q3 | $19.7M | Buy |
2,638,310
+26,700
| +1% | +$190K | 0.04% | 422 |
|
|
2014
Q2 | $17.6M | Buy |
2,611,610
+1,137,770
| +77% | +$6.8M | 0.04% | 439 |
|
|
2014
Q1 | $8.11M | Hold |
1,473,840
| – | – | 0.02% | 608 |
|
|
2013
Q4 | $8.03M | Sell |
1,473,840
-46,830
| -3% | -$246K | 0.02% | 519 |
|
|
2013
Q3 | $7.78M | Sell |
1,520,670
-256,640
| -14% | -$1.25M | 0.02% | 529 |
|
|
2013
Q2 | $7.88M | Buy |
+1,777,310
| New | +$8.04M | 0.02% | 542 |
|
Other funds holding LRCX
VCM
VPM
APG Asset Management's LRCX Position: Q2 2026 in Review
APG Asset Management increased its Lam Research (LRCX) stake by 34% in Q2 2026, buying an estimated $86.2M and bringing the position to 1,116,451 shares worth $423M. The position accounts for 1.04% of the portfolio, ranked #17.
APG Asset Management first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,641 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- APG Asset Management held 1,116,451 shares of Lam Research worth $423M as of Q2 2026.
- APG Asset Management bought 283,859 Lam Research shares in Q2 2026, an estimated $86.2M.
- Lam Research made up 1.04% of APG Asset Management's portfolio in Q2 2026, its #17 holding.
- APG Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
- 2,641 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.