BDLIB
LRCX icon

Banque de Luxembourg Investments (BLI)’s Lam Research LRCX Stock Holding History

Banque de Luxembourg Investments (BLI)’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 		$39.9M Buy
97,000
+33,000
+52% +$10M 1.41% 20
2026
Q1 		$10.9M Hold
64,000
– – 0.33% 82
2025
Q4 		$11.1M Buy
64,000
+10,000
+19% +$1.56M 0.33% 84
2025
Q3 		$7.08M Buy
54,000
+10,300
+24% +$1.09M 0.21% 109
2025
Q2 		$4.25M Buy
+43,700
New +$3.47M 0.12% 131

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 $3.38T AUM 44.17% 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

Banque de Luxembourg Investments (BLI)'s LRCX Position: Q2 2026 in Review

Banque de Luxembourg Investments (BLI) increased its Lam Research (LRCX) stake by 52% in Q2 2026, buying an estimated $10M and bringing the position to 97,000 shares worth $39.9M. The position accounts for 1.41% of the portfolio, ranked #20.

Banque de Luxembourg Investments (BLI) first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Banque de Luxembourg Investments (BLI) held 97,000 shares of Lam Research worth $39.9M as of Q2 2026.
  • Banque de Luxembourg Investments (BLI) bought 33,000 Lam Research shares in Q2 2026, an estimated $10M.
  • Lam Research made up 1.41% of Banque de Luxembourg Investments (BLI)'s portfolio in Q2 2026, its #20 holding.
  • Banque de Luxembourg Investments (BLI) first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q2 2026, filed 10 Aug 2026.