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Danske Bank’s Lam Research LRCX Stock Holding History

Danske Bank’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 		$413M Sell
954,179
-101,657
-10% -$30.9M 0.82% 18
2026
Q1 		$226M Sell
1,055,836
-138,873
-12% -$31.1M 0.54% 26
2025
Q4 		$205M Sell
1,194,709
-64,867
-5% -$10.1M 0.48% 34
2025
Q3 		$169M Sell
1,259,576
-72,450
-5% -$7.67M 0.42% 33
2025
Q2 		$130M Buy
1,332,026
+378,765
+40% +$30M 0.32% 57
2025
Q1 		$69.3M Buy
953,261
+13,105
+1% +$1.03M 0.21% 91
2024
Q4 		$67.9M Sell
940,156
-66,334
-7% -$5.03M 0.2% 83
2024
Q3 		$82.1M Buy
1,006,490
+229,510
+30% +$20M 0.27% 62
2024
Q2 		$82.7M Sell
776,980
-219,850
-22% -$21.1M 0.31% 54
2024
Q1 		$96.8M Buy
+996,830
New +$87.7M 0.3% 63

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

Danske Bank's LRCX Position: Q2 2026 in Review

Danske Bank reduced its Lam Research (LRCX) stake by 9.6% in Q2 2026, selling an estimated $30.9M and leaving 954,179 shares worth $413M. The position accounts for 0.82% of the portfolio, ranked #18.

Danske Bank first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Danske Bank held 954,179 shares of Lam Research worth $413M as of Q2 2026.
  • Danske Bank sold 101,657 Lam Research shares in Q2 2026, an estimated $30.9M.
  • Lam Research made up 0.82% of Danske Bank's portfolio in Q2 2026, its #18 holding.
  • Danske Bank first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Danske Bank's 13F filing for Q2 2026, filed 10 Aug 2026.