DZ Bank’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $479M | Buy |
2,243,923
+236,356
| +12% | +$52.8M | 0.43% | 57 |
|
|
2025
Q4 | $344M | Buy |
2,007,567
+1,403,457
| +232% | +$218M | 0.3% | 80 |
|
|
2025
Q3 | $80.9M | Buy |
604,110
+15,246
| +3% | +$1.61M | 0.07% | 143 |
|
|
2025
Q2 | $57.3M | Sell |
588,864
-36,360
| -6% | -$2.88M | 0.06% | 162 |
|
|
2025
Q1 | $45.5M | Sell |
625,224
-46,649
| -7% | -$3.67M | 0.05% | 165 |
|
|
2024
Q4 | $48.5M | Sell |
671,873
-126,197
| -16% | -$9.57M | 0.05% | 163 |
|
|
2024
Q3 | $65.1M | Sell |
798,070
-206,410
| -21% | -$17.9M | 0.06% | 153 |
|
|
2024
Q2 | $107M | Buy |
1,004,480
+23,030
| +2% | +$2.21M | 0.11% | 120 |
|
|
2024
Q1 | $95.4M | Buy |
981,450
+9,070
| +0.9% | +$798K | 0.1% | 128 |
|
|
2023
Q4 | $76.2M | Buy |
972,380
+74,150
| +8% | +$5.05M | 0.09% | 137 |
|
|
2023
Q3 | $56.3M | Buy |
898,230
+134,810
| +18% | +$8.86M | 0.08% | 137 |
|
|
2023
Q2 | $49.1M | Buy |
763,420
+35,530
| +5% | +$2M | 0.07% | 149 |
|
|
2023
Q1 | $38.6M | Sell |
727,890
-28,400
| -4% | -$1.39M | 0.06% | 179 |
|
|
2022
Q4 | $31.8M | Sell |
756,290
-65,390
| -8% | -$2.74M | 0.06% | 203 |
|
|
2022
Q3 | $30.1M | Sell |
821,680
-342,100
| -29% | -$15.2M | 0.06% | 190 |
|
|
2022
Q2 | $38.2M | Buy |
1,163,780
+68,330
| +6% | +$3.25M | 0.07% | 175 |
|
|
2022
Q1 | $50.7M | Buy |
1,095,450
+73,580
| +7% | +$4.28M | 0.08% | 154 |
|
|
2021
Q4 | $73.4M | Sell |
1,021,870
-68,260
| -6% | -$4.28M | 0.1% | 132 |
|
|
2021
Q3 | $62M | Sell |
1,090,130
-10,806,550
| -91% | -$657M | 0.1% | 132 |
|
|
2021
Q2 | $774M | Buy |
11,896,680
+1,300
| +0% | +$82.1K | 1.26% | 18 |
|
|
2021
Q1 | $708M | Buy |
11,895,380
+11,211,710
| +1,640% | +$611M | 1.3% | 15 |
|
|
2020
Q4 | $32.9M | Buy |
683,670
+63,050
| +10% | +$2.65M | 0.07% | 178 |
|
|
2020
Q3 | $20.6M | Sell |
620,620
-23,450
| -4% | -$808K | 0.05% | 207 |
|
|
2020
Q2 | $20.8M | Sell |
644,070
-8,086,730
| -93% | -$221M | 0.06% | 185 |
|
|
2020
Q1 | $210M | Sell |
8,730,800
-3,760,950
| -30% | -$108M | 0.71% | 39 |
|
|
2019
Q4 | $365M | Buy |
12,491,750
+5,853,660
| +88% | +$155M | 0.96% | 25 |
|
|
2019
Q3 | $153M | Buy |
6,638,090
+5,355,120
| +417% | +$112M | 0.46% | 64 |
|
|
2019
Q2 | $24.1M | Buy |
1,282,970
+100,000
| +8% | +$1.9M | 0.07% | 163 |
|
|
2019
Q1 | $21.2M | Sell |
1,182,970
-61,600
| -5% | -$1.03M | 0.07% | 172 |
|
|
2018
Q4 | $16.9M | Sell |
1,244,570
-76,990
| -6% | -$1.1M | 0.07% | 186 |
|
|
2018
Q3 | $20M | Sell |
1,321,560
-10,370
| -0.8% | -$177K | 0.07% | 187 |
|
|
2018
Q2 | $23M | Sell |
1,331,930
-476,560
| -26% | -$9.18M | 0.09% | 185 |
|
|
2018
Q1 | $36.7M | Sell |
1,808,490
-401,820
| -18% | -$7.96M | 0.14% | 145 |
|
|
2017
Q4 | $40.7M | Buy |
2,210,310
+32,540
| +1% | +$639K | 0.16% | 136 |
|
|
2017
Q3 | $40.3M | Buy |
2,177,770
+1,341,000
| +160% | +$21.8M | 0.17% | 129 |
|
|
2017
Q2 | $11.8M | Buy |
836,770
+289,100
| +53% | +$4.24M | 0.05% | 226 |
|
|
2017
Q1 | $7.03M | Buy |
547,670
+187,670
| +52% | +$2.21M | 0.03% | 300 |
|
|
2016
Q4 | $3.81M | Buy |
+360,000
| New | +$3.66M | 0.02% | 371 |
|
Other funds holding LRCX
VCM
VPM
DZ Bank's LRCX Position: Q1 2026 in Review
DZ Bank increased its Lam Research (LRCX) stake by 12% in Q1 2026, buying an estimated $52.8M and bringing the position to 2,243,923 shares worth $479M. The position accounts for 0.43% of the portfolio, ranked #57.
DZ Bank first reported a position in LRCX in Q4 2016 and has held it in 38 quarters since. The position peaked at $774M in Q2 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- DZ Bank held 2,243,923 shares of Lam Research worth $479M as of Q1 2026.
- DZ Bank bought 236,356 Lam Research shares in Q1 2026, an estimated $52.8M.
- Lam Research made up 0.43% of DZ Bank's portfolio in Q1 2026, its #57 holding.
- DZ Bank first reported a position in Lam Research in Q4 2016 and has held it in 38 quarters since.
- DZ Bank's Lam Research position peaked at $774M in Q2 2021.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.