Factory Mutual Insurance’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Other funds holding LRCX
Factory Mutual Insurance's LRCX Position: Q2 2026 in Review
Factory Mutual Insurance increased its Lam Research (LRCX) stake by 57% in Q2 2026, buying an estimated $10.4M and bringing the position to 93,550 shares worth $40.5M. The position accounts for 0.38% of the portfolio, ranked #66.
Factory Mutual Insurance first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Factory Mutual Insurance held 93,550 shares of Lam Research worth $40.5M as of Q2 2026.
- Factory Mutual Insurance bought 34,150 Lam Research shares in Q2 2026, an estimated $10.4M.
- Lam Research made up 0.38% of Factory Mutual Insurance's portfolio in Q2 2026, its #66 holding.
- Factory Mutual Insurance first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.