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iA Global Asset Management’s Lam Research LRCX Stock Holding History

iA Global Asset Management’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 		$105M Sell
242,809
-23,366
-9% -$7.09M 1.25% 18
2026
Q1 		$56.9M Buy
266,175
+43,615
+20% +$9.75M 0.81% 29
2025
Q4 		$38.1M Buy
222,560
+26,273
+13% +$4.09M 0.49% 46
2025
Q3 		$26.3M Buy
196,287
+50,081
+34% +$5.3M 0.36% 59
2025
Q2 		$14.2M Buy
146,206
+322
+0.2% +$25.5K 0.21% 92
2025
Q1 		$10.6M Sell
145,884
-36,436
-20% -$2.87M 0.18% 101
2024
Q4 		$13.2M Buy
182,320
+38,560
+27% +$2.92M 0.23% 81
2024
Q3 		$11.7M Sell
143,760
-10,970
-7% -$954K 0.21% 87
2024
Q2 		$16.5M Sell
154,730
-18,620
-11% -$1.79M 0.31% 66
2024
Q1 		$16.8M Buy
173,350
+1,940
+1% +$171K 0.34% 64
2023
Q4 		$13.4M Buy
171,410
+48,530
+39% +$3.31M 0.31% 71
2023
Q3 		$7.7M Buy
122,880
+23,610
+24% +$1.55M 0.2% 97
2023
Q2 		$6.38M Buy
+99,270
New +$5.6M 0.17% 109

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 $3.37T AUM 44.26% 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

iA Global Asset Management's LRCX Position: Q2 2026 in Review

iA Global Asset Management reduced its Lam Research (LRCX) stake by 8.8% in Q2 2026, selling an estimated $7.09M and leaving 242,809 shares worth $105M. The position accounts for 1.25% of the portfolio, ranked #18.

iA Global Asset Management first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • iA Global Asset Management held 242,809 shares of Lam Research worth $105M as of Q2 2026.
  • iA Global Asset Management sold 23,366 Lam Research shares in Q2 2026, an estimated $7.09M.
  • Lam Research made up 1.25% of iA Global Asset Management's portfolio in Q2 2026, its #18 holding.
  • iA Global Asset Management first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.