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Groupe la Francaise’s Lam Research LRCX Stock Holding History

Groupe la Francaise’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 		$51.4M Sell
118,568
-76,226
-39% -$23.1M 0.62% 40
2026
Q1 		$41.6M Buy
194,794
+133,024
+215% +$29.7M 0.57% 40
2025
Q4 		$10.6M Buy
61,770
+9,004
+17% +$1.4M 0.15% 95
2025
Q3 		$7.02M Buy
52,766
+713
+1% +$75.5K 0.1% 122
2025
Q2 		$5.05M Buy
52,053
+9,099
+21% +$722K 0.08% 150
2025
Q1 		$3.21M Buy
42,954
+38,460
+856% +$3.03M 0.07% 180
2024
Q4 		$328K Buy
+4,494
New +$341K 0.01% 265

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Groupe la Francaise's LRCX Position: Q2 2026 in Review

Groupe la Francaise reduced its Lam Research (LRCX) stake by 39% in Q2 2026, selling an estimated $23.1M and leaving 118,568 shares worth $51.4M. The position accounts for 0.62% of the portfolio, ranked #40.

Groupe la Francaise first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Groupe la Francaise held 118,568 shares of Lam Research worth $51.4M as of Q2 2026.
  • Groupe la Francaise sold 76,226 Lam Research shares in Q2 2026, an estimated $23.1M.
  • Lam Research made up 0.62% of Groupe la Francaise's portfolio in Q2 2026, its #40 holding.
  • Groupe la Francaise first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.