ASR Vermogensbeheer’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
$74.7M Buy
172,453
+47,767
+38% +$14.5M 0.77% 21
2026
Q1
$26.6M Buy
124,686
+2,154
+2% +$482K 0.31% 72
2025
Q4
$21M Buy
122,532
+3,373
+3% +$525K 0.24% 83
2025
Q3
$16M Sell
119,159
-466
-0.4% -$49.3K 0.19% 102
2025
Q2
$11.6M Sell
119,625
-451
-0.4% -$35.8K 0.15% 127
2025
Q1
$8.73M Buy
+120,076
New +$9.46M 0.13% 153

Other funds holding LRCX

ASR Vermogensbeheer's LRCX Position: Q2 2026 in Review

ASR Vermogensbeheer increased its Lam Research (LRCX) stake by 38% in Q2 2026, buying an estimated $14.5M and bringing the position to 172,453 shares worth $74.7M. The position accounts for 0.77% of the portfolio, ranked #21.

ASR Vermogensbeheer first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • ASR Vermogensbeheer held 172,453 shares of Lam Research worth $74.7M as of Q2 2026.
  • ASR Vermogensbeheer bought 47,767 Lam Research shares in Q2 2026, an estimated $14.5M.
  • Lam Research made up 0.77% of ASR Vermogensbeheer's portfolio in Q2 2026, its #21 holding.
  • ASR Vermogensbeheer first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on ASR Vermogensbeheer's 13F filing for Q2 2026, filed 20 Jul 2026.