E. Ohman J:or Asset Management’s Lam Research LRCX Stock Holding History

E. Ohman J:or Asset Management’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	$24.9M	Buy	57,351 +1,430	+3%	+$434K	0.58%	46
2026 Q1	$11.9M	Sell	55,921 -2,270	-4%	-$508K	0.32%	59
2025 Q4	$9.96M	Buy	58,191 +4,434	+8%	+$690K	0.23%	62
2025 Q3	$7.2M	Hold	53,757	–	–	0.17%	73
2025 Q2	$5.23M	Sell	53,757 -2,693	-5%	-$214K	0.13%	90
2025 Q1	$4.1M	Sell	56,450 -2,500	-4%	-$197K	0.11%	104
2024 Q4	$4.26M	Buy	+58,950	New	+$4.47M	0.1%	100
2024 Q3	–	Sell	-56,200	Closed	-$5.98M	–	420
2024 Q2	$5.98M	Buy	56,200 +1,700	+3%	+$163K	0.15%	79
2024 Q1	$5.3M	Buy	54,500 +2,000	+4%	+$176K	0.14%	85
2023 Q4	$4.11M	Sell	52,500 -10,000	-16%	-$682K	0.15%	81
2023 Q3	$3.92M	Hold	62,500	–	–	0.15%	88
2023 Q2	$4.02M	Hold	62,500	–	–	0.14%	93
2023 Q1	$3.31M	Buy	62,500 +4,000	+7%	+$196K	0.13%	101
2022 Q4	$2.46M	Hold	58,500	–	–	0.11%	118
2022 Q3	$2.14M	Sell	58,500 -6,000	-9%	-$267K	0.1%	127
2022 Q2	$2.75M	Hold	64,500	–	–	0.12%	108
2022 Q1	$3.47M	Sell	64,500 -5,000	-7%	-$291K	0.12%	105
2021 Q4	$5M	Buy	69,500 +5,000	+8%	+$313K	0.14%	97
2021 Q3	$3.67M	Buy	64,500 +2,000	+3%	+$122K	0.12%	102
2021 Q2	$4.07M	Buy	62,500 +3,000	+5%	+$189K	0.13%	102
2021 Q1	$3.54M	Sell	59,500 -3,000	-5%	-$163K	0.13%	99
2020 Q4	$2.95M	Hold	62,500	–	–	0.12%	108
2020 Q3	$2.07M	Buy	62,500 +5,000	+9%	+$172K	0.1%	119
2020 Q2	$1.86M	Buy	57,500 +5,000	+10%	+$136K	0.11%	113
2020 Q1	$1.26M	Sell	52,500 -23,000	-30%	-$662K	0.09%	121
2019 Q4	$2.21M	Buy	75,500 +8,000	+12%	+$212K	0.12%	108
2019 Q3	$1.56M	Hold	67,500	–	–	0.1%	120
2019 Q2	$1.27M	Buy	67,500 +3,000	+5%	+$56.9K	0.08%	138
2019 Q1	$1.15M	Hold	64,500	–	–	0.08%	140
2018 Q4	$878K	Sell	64,500 -9,000	-12%	-$129K	0.06%	160
2018 Q3	$1.11M	Buy	73,500 +6,000	+9%	+$102K	0.07%	159
2018 Q2	$1.17M	Buy	67,500 +21,000	+45%	+$404K	0.08%	147
2018 Q1	$945K	Sell	46,500 -3,000	-6%	-$59.4K	0.08%	162
2017 Q4	$911K	Buy	49,500 +8,000	+19%	+$157K	0.07%	173
2017 Q3	$768K	Buy	41,500 +1,500	+4%	+$24.3K	0.07%	184
2017 Q2	$566K	Hold	40,000	–	–	0.06%	224
2017 Q1	$513K	Hold	40,000	–	–	0.06%	245
2016 Q4	$423K	Hold	40,000	–	–	0.06%	243
2016 Q3	$379K	Hold	40,000	–	–	0.06%	246
2016 Q2	$336K	Buy	40,000 +16,000	+67%	+$129K	0.06%	246
2016 Q1	$198K	Sell	24,000 -11,000	-31%	-$80K	0.04%	338
2015 Q4	$278K	Hold	35,000	–	–	0.05%	267
2015 Q3	$229K	Hold	35,000	–	–	0.06%	295
2015 Q2	$285K	Hold	35,000	–	–	0.07%	270
2015 Q1	$246K	Hold	35,000	–	–	0.06%	316
2014 Q4	$280K	Hold	35,000	–	–	0.07%	286
2014 Q3	$261K	Hold	35,000	–	–	0.06%	289
2014 Q2	$237K	Hold	35,000	–	–	0.06%	328
2014 Q1	$193K	Hold	35,000	–	–	0.05%	375
2013 Q4	$191K	Hold	35,000	–	–	0.04%	377
2013 Q3	$179K	Hold	35,000	–	–	0.05%	390
2013 Q2	$155K	Buy	+35,000	New	+$158K	0.04%	401

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. Ohman J:or Asset Management's LRCX Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Lam Research (LRCX) stake by 2.6% in Q2 2026, buying an estimated $434K and bringing the position to 57,351 shares worth $24.9M. The position accounts for 0.58% of the portfolio, ranked #46.

E. Ohman J:or Asset Management first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

E. Ohman J:or Asset Management held 57,351 shares of Lam Research worth $24.9M as of Q2 2026.
E. Ohman J:or Asset Management bought 1,430 Lam Research shares in Q2 2026, an estimated $434K.
Lam Research made up 0.58% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #46 holding.
E. Ohman J:or Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.