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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avanza Fonder's LRCX Position: Q2 2026 in Review

Avanza Fonder increased its Lam Research (LRCX) stake by 8.1% in Q2 2026, buying an estimated $3M and bringing the position to 131,897 shares worth $57.2M. The position accounts for 1.24% of the portfolio, ranked #13.

Avanza Fonder first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Avanza Fonder held 131,897 shares of Lam Research worth $57.2M as of Q2 2026.
  • Avanza Fonder bought 9,874 Lam Research shares in Q2 2026, an estimated $3M.
  • Lam Research made up 1.24% of Avanza Fonder's portfolio in Q2 2026, its #13 holding.
  • Avanza Fonder first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.