China Universal Asset Management Company’s Lam Research LRCX Stock Holding History

China Universal Asset Management Company’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	$28.5M	Buy	65,644 +4,796	+8%	+$1.46M	1.7%	13
2026 Q1	$13M	Buy	60,848 +6,361	+12%	+$1.42M	0.99%	25
2025 Q4	$9.34M	Buy	54,487 +4,576	+9%	+$712K	0.72%	31
2025 Q3	$6.69M	Buy	49,911 +14,869	+42%	+$1.57M	0.55%	37
2025 Q2	$3.42M	Sell	35,042 -14,463	-29%	-$1.15M	0.32%	62
2025 Q1	$3.61M	Buy	49,505 +10,565	+27%	+$832K	0.34%	64
2024 Q4	$2.82M	Buy	38,940 +22,470	+136%	+$1.7M	0.26%	80
2024 Q3	$1.35M	Buy	16,470 +8,610	+110%	+$749K	0.15%	119
2024 Q2	$838K	Sell	7,860 -49,050	-86%	-$4.7M	0.12%	112
2024 Q1	$5.54M	Buy	56,910 +54,310	+2,089%	+$4.78M	0.7%	37
2023 Q4	$204K	Sell	2,600 -2,340	-47%	-$159K	0.04%	203
2023 Q3	$310K	Buy	4,940 +3,420	+225%	+$225K	0.09%	123
2023 Q2	$97.9K	Buy	1,520 +1,110	+271%	+$62.6K	0.03%	155
2023 Q1	$21.7K	Buy	+410	New	+$20.1K	0.01%	209
2022 Q2	–	Sell	-41,500	Closed	-$1.98M	–	90
2022 Q1	$2.23M	Hold	41,500	–	–	0.79%	47
2021 Q4	$2.99M	Buy	+41,500	New	+$2.6M	0.71%	46

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

China Universal Asset Management Company's LRCX Position: Q2 2026 in Review

China Universal Asset Management Company increased its Lam Research (LRCX) stake by 7.9% in Q2 2026, buying an estimated $1.46M and bringing the position to 65,644 shares worth $28.5M. The position accounts for 1.7% of the portfolio, ranked #13.

China Universal Asset Management Company first reported a position in LRCX in Q4 2021 and has held it in 16 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

China Universal Asset Management Company held 65,644 shares of Lam Research worth $28.5M as of Q2 2026.
China Universal Asset Management Company bought 4,796 Lam Research shares in Q2 2026, an estimated $1.46M.
Lam Research made up 1.7% of China Universal Asset Management Company's portfolio in Q2 2026, its #13 holding.
China Universal Asset Management Company first reported a position in Lam Research in Q4 2021 and has held it in 16 quarters since.
1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on China Universal Asset Management Company's 13F filing for Q2 2026, filed 24 Jul 2026.