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B. Metzler seel. Sohn & Co’s Lam Research LRCX Stock Holding History

B. Metzler seel. Sohn & Co’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 		$88.5M Buy
204,254
+60,939
+43% +$18.5M 0.76% 29
2026
Q1 		$30.6M Buy
143,315
+1,496
+1% +$334K 0.28% 51
2025
Q4 		$24.3M Buy
141,819
+51,490
+57% +$8.01M 0.21% 65
2025
Q3 		$12.1M Sell
90,329
-102,289
-53% -$10.8M 0.11% 98
2025
Q2 		$18.7M Buy
192,618
+60,253
+46% +$4.78M 0.18% 71
2025
Q1 		$9.62M Sell
132,365
-4,404
-3% -$347K 0.1% 109
2024
Q4 		$9.88M Sell
136,769
-3,211
-2% -$244K 0.1% 102
2024
Q3 		$11.4M Sell
139,980
-7,330
-5% -$637K 0.11% 106
2024
Q2 		$15.7M Buy
147,310
+19,150
+15% +$1.84M 0.15% 81
2024
Q1 		$12.5M Buy
128,160
+11,050
+9% +$972K 0.14% 86
2023
Q4 		$9.17M Buy
117,110
+6,020
+5% +$410K 0.12% 103
2023
Q3 		$6.96M Sell
111,090
-17,530
-14% -$1.15M 0.1% 119
2023
Q2 		$8.27M Buy
128,620
+5,430
+4% +$306K 0.11% 124
2023
Q1 		$6.53M Sell
123,190
-2,450
-2% -$120K 0.1% 129
2022
Q4 		$5.28M Sell
125,640
-41,530
-25% -$1.74M 0.09% 150
2022
Q3 		$6.12M Sell
167,170
-7,480
-4% -$333K 0.11% 133
2022
Q2 		$7.44M Buy
174,650
+7,110
+4% +$338K 0.12% 121
2022
Q1 		$9.01M Buy
167,540
+2,610
+2% +$152K 0.12% 122
2021
Q4 		$11.8M Buy
164,930
+15,520
+10% +$973K 0.15% 97
2021
Q3 		$8.5M Buy
149,410
+37,020
+33% +$2.25M 0.12% 112
2021
Q2 		$7.31M Buy
112,390
+1,970
+2% +$124K 0.11% 123
2021
Q1 		$6.57M Sell
110,420
-510
-0.5% -$27.8K 0.11% 125
2020
Q4 		$5.57M Buy
+110,930
New +$4.67M 0.1% 124

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Metzler seel. Sohn & Co's LRCX Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Lam Research (LRCX) stake by 43% in Q2 2026, buying an estimated $18.5M and bringing the position to 204,254 shares worth $88.5M. The position accounts for 0.76% of the portfolio, ranked #29.

B. Metzler seel. Sohn & Co first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 204,254 shares of Lam Research worth $88.5M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 60,939 Lam Research shares in Q2 2026, an estimated $18.5M.
  • Lam Research made up 0.76% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #29 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.