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Empire Life Investments’s Lam Research LRCX Stock Holding History

Empire Life Investments’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 		$85.6M Sell
197,593
-71,393
-27% -$21.7M 4.78% 3
2026
Q1 		$59.7M Sell
268,986
-50,906
-16% -$11.4M 3.63% 6
2025
Q4 		$54.8M Buy
319,892
+16,385
+5% +$2.55M 3.09% 6
2025
Q3 		$40.6M Sell
303,507
-32,631
-10% -$3.46M 2.38% 8
2025
Q2 		$32.7M Buy
336,138
+53,897
+19% +$4.27M 2.08% 9
2025
Q1 		$20.5M Sell
282,241
-303
-0.1% -$23.9K 1.34% 27
2024
Q4 		$20.4M Buy
282,544
+4,874
+2% +$370K 1.28% 28
2024
Q3 		$22.7M Buy
277,670
+133,020
+92% +$11.6M 1.38% 27
2024
Q2 		$15.4M Sell
144,650
-3,410
-2% -$327K 0.97% 41
2024
Q1 		$14.4M Sell
148,060
-51,680
-26% -$4.55M 0.88% 45
2023
Q4 		$15.6M Buy
199,740
+18,030
+10% +$1.23M 1.01% 39
2023
Q3 		$11.4M Sell
181,710
-119,650
-40% -$7.86M 0.83% 45
2023
Q2 		$19.4M Buy
301,360
+2,800
+0.9% +$158K 1.32% 30
2023
Q1 		$15.8M Buy
298,560
+1,340
+0.5% +$65.8K 1.13% 34
2022
Q4 		$12.5M Buy
+297,220
New +$12.4M 0.86% 41
2019
Q3 		– Sell
-261,510
Closed -$4.91M – 95
2019
Q2 		$4.91M Sell
261,510
-818,230
-76% -$15.5M 0.4% 68
2019
Q1 		$19.3M Sell
1,079,740
-241,850
-18% -$4.04M 1.62% 25
2018
Q4 		$18M Buy
1,321,590
+6,670
+0.5% +$95.6K 1.62% 25
2018
Q3 		$19.9M Sell
1,314,920
-87,970
-6% -$1.5M 1.52% 26
2018
Q2 		$24.2M Buy
1,402,890
+6,810
+0.5% +$131K 1.75% 18
2018
Q1 		$28.4M Buy
1,396,080
+111,960
+9% +$2.22M 2.01% 13
2017
Q4 		$23.6M Buy
1,284,120
+15,840
+1% +$311K 1.82% 19
2017
Q3 		$23.5M Sell
1,268,280
-24,600
-2% -$399K 1.9% 18
2017
Q2 		$18.3M Buy
1,292,880
+137,070
+12% +$2.01M 1.59% 22
2017
Q1 		$10.8M Sell
1,155,810
-197,080
-15% -$2.32M 1.06% 40
2016
Q4 		$13.9M Buy
+1,352,890
New +$13.7M 1.13% 36

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Empire Life Investments's LRCX Position: Q2 2026 in Review

Empire Life Investments reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $21.7M and leaving 197,593 shares worth $85.6M. The position accounts for 4.78% of the portfolio, ranked #3.

Empire Life Investments first reported a position in LRCX in Q4 2016 and has held it in 26 quarters since. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Empire Life Investments held 197,593 shares of Lam Research worth $85.6M as of Q2 2026.
  • Empire Life Investments sold 71,393 Lam Research shares in Q2 2026, an estimated $21.7M.
  • Lam Research made up 4.78% of Empire Life Investments's portfolio in Q2 2026, its #3 holding.
  • Empire Life Investments first reported a position in Lam Research in Q4 2016 and has held it in 26 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.