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Construction & Building Unions Superannuation Fund’s Lam Research LRCX Stock Holding History

Construction & Building Unions Superannuation Fund’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 		$124M Sell
285,584
-46,054
-14% -$14M 2.21% 8
2026
Q1 		$70.9M Sell
331,638
-674,289
-67% -$151M 1.34% 13
2025
Q4 		$172M Buy
1,005,927
+572,364
+132% +$89M 2.39% 9
2025
Q3 		$58.1M Buy
433,563
+2,896
+0.7% +$307K 2.12% 14
2025
Q2 		$41.9M Sell
430,667
-24,084
-5% -$1.91M 1.62% 23
2025
Q1 		$33.1M Buy
454,751
+100
+0% +$7.88K 1.34% 30
2024
Q4 		$32.8M Buy
454,651
+16,061
+4% +$1.22M 1.28% 30
2024
Q3 		$35.8M Buy
438,590
+7,280
+2% +$633K 1.43% 29
2024
Q2 		$45.9M Buy
431,310
+258,640
+150% +$24.8M 1.94% 22
2024
Q1 		$16.8M Buy
+172,670
New +$15.2M 0.75% 35

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

Construction & Building Unions Superannuation Fund's LRCX Position: Q2 2026 in Review

Construction & Building Unions Superannuation Fund reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $14M and leaving 285,584 shares worth $124M. The position accounts for 2.21% of the portfolio, ranked #8.

Construction & Building Unions Superannuation Fund first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. The position peaked at $172M in Q4 2025. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Construction & Building Unions Superannuation Fund held 285,584 shares of Lam Research worth $124M as of Q2 2026.
  • Construction & Building Unions Superannuation Fund sold 46,054 Lam Research shares in Q2 2026, an estimated $14M.
  • Lam Research made up 2.21% of Construction & Building Unions Superannuation Fund's portfolio in Q2 2026, its #8 holding.
  • Construction & Building Unions Superannuation Fund first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • Construction & Building Unions Superannuation Fund's Lam Research position peaked at $172M in Q4 2025.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Construction & Building Unions Superannuation Fund's 13F filing for Q2 2026, filed 6 Aug 2026.