E Fund Management (HK)’s Lam Research LRCX Stock Holding History

E Fund Management (HK)’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	$4.9M	Buy	11,311 +5,659	+100%	+$1.72M	1.63%	15
2026 Q1	$1.21M	Buy	5,652 +1,594	+39%	+$356K	0.55%	37
2025 Q4	$964K	Buy	4,058 +2,892	+248%	+$450K	0.32%	41
2025 Q3	$156K	Buy	1,166 +545	+88%	+$57.7K	0.1%	61
2025 Q2	$60.4K	Hold	621	–	–	0.06%	83
2025 Q1	$45K	Buy	621 +517	+497%	+$40.7K	0.04%	97
2024 Q4	$8K	Buy	104 +84	+420%	+$6.37K	0.01%	107
2024 Q3	$2K	Hold	20	–	–	﹤0.01%	104
2024 Q2	$2K	Buy	+20	New	+$1.92K	﹤0.01%	83

Other funds holding LRCX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E Fund Management (HK)'s LRCX Position: Q2 2026 in Review

E Fund Management (HK) increased its Lam Research (LRCX) stake by 100% in Q2 2026, buying an estimated $1.72M and bringing the position to 11,311 shares worth $4.9M. The position accounts for 1.63% of the portfolio, ranked #15.

E Fund Management (HK) first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

E Fund Management (HK) held 11,311 shares of Lam Research worth $4.9M as of Q2 2026.
E Fund Management (HK) bought 5,659 Lam Research shares in Q2 2026, an estimated $1.72M.
Lam Research made up 1.63% of E Fund Management (HK)'s portfolio in Q2 2026, its #15 holding.
E Fund Management (HK) first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.