Erste Asset Management’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
Q2 | $266M | Sell |
641,871
-228,804
| -26% | -$69.5M | 2.07% | 6 |
|
|
2026
Q1 | $180M | Sell |
870,675
-294,207
| -25% | -$65.8M | 1.67% | 8 |
|
|
2025
Q4 | $202M | Buy |
1,164,882
+231,960
| +25% | +$36.1M | 1.7% | 9 |
|
|
2025
Q3 | $122M | Sell |
932,922
-510,791
| -35% | -$54.1M | 1.18% | 14 |
|
|
2025
Q2 | $140M | Buy |
1,443,713
+181,337
| +14% | +$14.4M | 1.18% | 14 |
|
|
2025
Q1 | $92M | Buy |
1,262,376
+61,722
| +5% | +$4.86M | 1.18% | 14 |
|
|
2024
Q4 | $87.3M | Buy |
1,200,654
+28,314
| +2% | +$2.15M | 1.07% | 14 |
|
|
2024
Q3 | $96.5M | Buy |
1,172,340
+32,990
| +3% | +$2.87M | 1.16% | 13 |
|
|
2024
Q2 | $121M | Sell |
1,139,350
-25,860
| -2% | -$2.48M | 1.6% | 6 |
|
|
2024
Q1 | $113M | Sell |
1,165,210
-2,580
| -0.2% | -$227K | 1.54% | 8 |
|
|
2023
Q4 | $92.2M | Buy |
1,167,790
+76,740
| +7% | +$5.23M | 1.35% | 9 |
|
|
2023
Q3 | $68.3M | Buy |
1,091,050
+169,580
| +18% | +$11.1M | 1.18% | 13 |
|
|
2023
Q2 | $59.1M | Buy |
921,470
+25,400
| +3% | +$1.43M | 1.04% | 15 |
|
|
2023
Q1 | $47.4M | Buy |
896,070
+33,540
| +4% | +$1.65M | 0.91% | 19 |
|
|
2022
Q4 | $36.1M | Buy |
862,530
+39,790
| +5% | +$1.66M | 0.76% | 41 |
|
|
2022
Q3 | $30.5M | Buy |
822,740
+49,580
| +6% | +$2.21M | 0.68% | 40 |
|
|
2022
Q2 | $33.1M | Buy |
773,160
+59,870
| +8% | +$2.85M | 0.74% | 37 |
|
|
2022
Q1 | $39M | Buy |
713,290
+60,420
| +9% | +$3.52M | 0.74% | 37 |
|
|
2021
Q4 | $47.1M | Buy |
652,870
+41,010
| +7% | +$2.57M | 0.85% | 26 |
|
|
2021
Q3 | $35M | Buy |
611,860
+116,990
| +24% | +$7.12M | 0.69% | 41 |
|
|
2021
Q2 | $32.2M | Buy |
494,870
+62,430
| +14% | +$3.94M | 0.64% | 52 |
|
|
2021
Q1 | $25.1M | Buy |
432,440
+27,890
| +7% | +$1.52M | 0.61% | 51 |
|
|
2020
Q4 | $19.4M | Sell |
404,550
-20,970
| -5% | -$882K | 0.54% | 52 |
|
|
2020
Q3 | $14.3M | Buy |
425,520
+140,810
| +49% | +$4.85M | 0.49% | 70 |
|
|
2020
Q2 | $8.84M | Buy |
284,710
+240,120
| +539% | +$6.55M | 0.35% | 91 |
|
|
2020
Q1 | $1.1M | Buy |
44,590
+740
| +2% | +$21.3K | 0.06% | 244 |
|
|
2019
Q4 | $1.29M | Buy |
43,850
+600
| +1% | +$15.9K | 0.06% | 255 |
|
|
2019
Q3 | $1.02M | Buy |
43,250
+440
| +1% | +$9.24K | 0.05% | 265 |
|
|
2019
Q2 | $788K | Buy |
42,810
+1,510
| +4% | +$28.6K | 0.04% | 268 |
|
|
2019
Q1 | $730K | Sell |
41,300
-70,450
| -63% | -$1.18M | 0.04% | 273 |
|
|
2018
Q4 | $1.49M | Buy |
+111,750
| New | +$1.6M | 0.1% | 190 |
|
Other funds holding LRCX
Erste Asset Management's LRCX Position: Q2 2026 in Review
Erste Asset Management reduced its Lam Research (LRCX) stake by 26% in Q2 2026, selling an estimated $69.5M and leaving 641,871 shares worth $266M. The position accounts for 2.07% of the portfolio, ranked #6.
Erste Asset Management first reported a position in LRCX in Q4 2018 and has held it in 31 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Erste Asset Management held 641,871 shares of Lam Research worth $266M as of Q2 2026.
- Erste Asset Management sold 228,804 Lam Research shares in Q2 2026, an estimated $69.5M.
- Lam Research made up 2.07% of Erste Asset Management's portfolio in Q2 2026, its #6 holding.
- Erste Asset Management first reported a position in Lam Research in Q4 2018 and has held it in 31 quarters since.
- 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.