Arbejdsmarkedets Tillaegspension’s Lam Research LRCX Stock Holding History

Arbejdsmarkedets Tillaegspension’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	$35.7M	Sell	82,300 -23,782	-22%	-$7.22M	0.78%	2
2026 Q1	$22.7M	Sell	106,082 -34,193	-24%	-$7.65M	0.56%	149
2025 Q4	$24M	Buy	+140,275	New	+$21.8M	0.61%	59

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

Arbejdsmarkedets Tillaegspension's LRCX Position: Q2 2026 in Review

Arbejdsmarkedets Tillaegspension reduced its Lam Research (LRCX) stake by 22% in Q2 2026, selling an estimated $7.22M and leaving 82,300 shares worth $35.7M. The position accounts for 0.78% of the portfolio, ranked #2.

Arbejdsmarkedets Tillaegspension first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Arbejdsmarkedets Tillaegspension held 82,300 shares of Lam Research worth $35.7M as of Q2 2026.
Arbejdsmarkedets Tillaegspension sold 23,782 Lam Research shares in Q2 2026, an estimated $7.22M.
Lam Research made up 0.78% of Arbejdsmarkedets Tillaegspension's portfolio in Q2 2026, its #2 holding.
Arbejdsmarkedets Tillaegspension first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Arbejdsmarkedets Tillaegspension's 13F filing for Q2 2026, filed 17 Jul 2026.