Första AP-fonden’s Lam Research LRCX Stock Holding History

Första AP-fonden’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 Q1	–	Sell	-424,900	Closed	-$72.7M	–	302
2025 Q4	$72.7M	Sell	424,900 -38,900	-8%	-$6.05M	0.43%	32
2025 Q3	$62.1M	Buy	463,800 +62,500	+16%	+$6.62M	0.37%	39
2025 Q2	$39.1M	Buy	401,300 +2,500	+0.6%	+$198K	0.26%	63
2025 Q1	$29M	Sell	398,800 -13,200	-3%	-$1.04M	0.22%	84
2024 Q4	$29.8M	Buy	+412,000	New	+$31.2M	0.21%	82
2024 Q3	–	Sell	-366,000	Closed	-$39M	–	565
2024 Q2	$39M	Sell	366,000 -45,000	-11%	-$4.32M	0.35%	51
2024 Q1	$39.9M	Buy	411,000 +20,000	+5%	+$1.76M	0.34%	54
2023 Q4	$30.6M	Sell	391,000 -33,000	-8%	-$2.25M	0.31%	61
2023 Q3	$26.6M	Buy	424,000 +87,000	+26%	+$5.72M	0.3%	60
2023 Q2	$21.7M	Buy	337,000 +48,000	+17%	+$2.71M	0.23%	82
2023 Q1	$15.3M	Sell	289,000 -191,000	-40%	-$9.37M	0.18%	119
2022 Q4	$20.2M	Buy	480,000 +144,000	+43%	+$6.02M	0.23%	92
2022 Q3	$12.3M	Sell	336,000 -14,000	-4%	-$623K	0.15%	148
2022 Q2	$14.9M	Buy	350,000 +7,000	+2%	+$333K	0.19%	114
2022 Q1	$18.4M	Sell	343,000 -11,000	-3%	-$640K	0.21%	92
2021 Q4	$25.5M	Buy	354,000 +4,000	+1%	+$251K	0.26%	79
2021 Q3	$19.9M	Buy	350,000 +9,000	+3%	+$547K	0.23%	88
2021 Q2	$22.2M	Buy	341,000 +24,000	+8%	+$1.52M	0.26%	75
2021 Q1	$18.9M	Buy	317,000 +12,000	+4%	+$654K	0.26%	76
2020 Q4	$14.4M	Buy	305,000 +49,000	+19%	+$2.06M	0.22%	96
2020 Q3	$8.49M	Buy	256,000 +65,000	+34%	+$2.24M	0.18%	125
2020 Q2	$6.18M	Buy	191,000 +16,000	+9%	+$436K	0.16%	163
2020 Q1	$4.2M	Buy	+175,000	New	+$5.04M	0.15%	179

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Första AP-fonden's LRCX Position: Q1 2026 in Review

Första AP-fonden sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 424,900 shares — an estimated $72.7M sold.

Första AP-fonden first reported a position in LRCX in Q1 2020 and held it in 23 quarters. The position peaked at $72.7M in Q4 2025. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Första AP-fonden reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Första AP-fonden sold 424,900 Lam Research shares in Q1 2026, an estimated $72.7M.
Första AP-fonden first reported a position in Lam Research in Q1 2020 and held it in 23 quarters.
Första AP-fonden's Lam Research position peaked at $72.7M in Q4 2025.
2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.