ESC
LRCX icon

Eurizon SLJ Capital’s Lam Research LRCX Stock Holding History

Eurizon SLJ Capital’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 		$18.4M Sell
42,462
-4,547
-10% -$1.38M 6.79% 2
2026
Q1 		$9.42M Sell
47,009
-20,377
-30% -$4.56M 4.48% 8
2025
Q4 		$11.5M Buy
+67,386
New +$10.5M 4.57% 5

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Eurizon SLJ Capital's LRCX Position: Q2 2026 in Review

Eurizon SLJ Capital reduced its Lam Research (LRCX) stake by 9.7% in Q2 2026, selling an estimated $1.38M and leaving 42,462 shares worth $18.4M. The position accounts for 6.79% of the portfolio, ranked #2.

Eurizon SLJ Capital first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,258 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Eurizon SLJ Capital held 42,462 shares of Lam Research worth $18.4M as of Q2 2026.
  • Eurizon SLJ Capital sold 4,547 Lam Research shares in Q2 2026, an estimated $1.38M.
  • Lam Research made up 6.79% of Eurizon SLJ Capital's portfolio in Q2 2026, its #2 holding.
  • Eurizon SLJ Capital first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Eurizon SLJ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.