Avanza Fonder
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Avanza Fonder’s Lam Research LRCX Stock Holding History

Avanza Fonder’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
Q3 		$48.5M Buy
147,553
+15,656
+12% +$4.89M 0.93% 18
2026
Q2 		$57.2M Buy
131,897
+9,874
+8% +$3M 1.24% 13
2026
Q1 		$26.1M Buy
122,023
+7,710
+7% +$1.72M 0.72% 26
2025
Q4 		$19.6M Sell
114,313
-4,152
-4% -$646K 0.5% 33
2025
Q3 		$15.9M Buy
118,465
+4,246
+4% +$450K 0.41% 35
2025
Q2 		$11.1M Buy
114,219
+5,485
+5% +$435K 0.33% 54
2025
Q1 		$8.02M Sell
108,734
-14,890
-12% -$1.17M 0.26% 72
2024
Q4 		$8.93M Buy
+123,624
New +$9.38M 0.27% 64

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Avanza Fonder's LRCX Position: Q3 2026 in Review

Avanza Fonder increased its Lam Research (LRCX) stake by 12% in Q3 2026, buying an estimated $4.89M and bringing the position to 147,553 shares worth $48.5M. The position accounts for 0.93% of the portfolio, ranked #18.

Avanza Fonder first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $57.2M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Avanza Fonder held 147,553 shares of Lam Research worth $48.5M as of Q3 2026.
  • Avanza Fonder bought 15,656 Lam Research shares in Q3 2026, an estimated $4.89M.
  • Lam Research made up 0.93% of Avanza Fonder's portfolio in Q3 2026, its #18 holding.
  • Avanza Fonder first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's Lam Research position peaked at $57.2M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.