IFM Investors’s Lam Research LRCX Stock Holding History

IFM Investors’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	$124M	Buy	287,229 +24,456	+9%	+$7.42M	0.82%	20
2026 Q1	$56.1M	Buy	262,773 +7,994	+3%	+$1.79M	0.47%	35
2025 Q4	$43.6M	Buy	254,779 +188	+0.1%	+$29.2K	0.36%	42
2025 Q3	$32.7M	Sell	254,591 -954	-0.4%	-$101K	0.29%	61
2025 Q2	$24.9M	Buy	255,545 +6,495	+3%	+$515K	0.24%	82
2025 Q1	$18.1M	Hold	249,050	–	–	0.2%	95
2024 Q4	$18M	Sell	249,050 -21,600	-8%	-$1.64M	0.18%	99
2024 Q3	$22.1M	Sell	270,650 -1,840	-0.7%	-$160K	0.21%	93
2024 Q2	$29M	Buy	272,490 +570	+0.2%	+$54.7K	0.29%	60
2024 Q1	$26.4M	Sell	271,920 -3,030	-1%	-$267K	0.29%	64
2023 Q4	$21.5M	Sell	274,950 -3,860	-1%	-$263K	0.26%	76
2023 Q3	$17.5M	Buy	278,810 +6,420	+2%	+$422K	0.23%	86
2023 Q2	$17.5M	Buy	272,390 +15,370	+6%	+$866K	0.23%	86
2023 Q1	$13.6M	Buy	257,020 +7,930	+3%	+$389K	0.21%	97
2022 Q4	$10.5M	Buy	249,090 +6,990	+3%	+$292K	0.18%	126
2022 Q3	$8.86M	Buy	242,100 +710	+0.3%	+$31.6K	0.16%	131
2022 Q2	$10.3M	Buy	241,390 +18,460	+8%	+$879K	0.18%	118
2022 Q1	$12M	Buy	222,930 +32,200	+17%	+$1.87M	0.19%	105
2021 Q4	$13.7M	Sell	190,730 -3,320	-2%	-$208K	0.25%	80
2021 Q3	$11M	Buy	194,050 +550	+0.3%	+$33.5K	0.23%	85
2021 Q2	$12.6M	Buy	193,500 +36,020	+23%	+$2.27M	0.26%	79
2021 Q1	$9.37M	Buy	157,480 +16,980	+12%	+$925K	0.25%	84
2020 Q4	$6.63M	Buy	140,500 +20,560	+17%	+$865K	0.21%	98
2020 Q3	$3.98M	Buy	119,940 +12,610	+12%	+$434K	0.17%	128
2020 Q2	$3.47M	Sell	107,330 -39,160	-27%	-$1.07M	0.18%	121
2020 Q1	$3.74M	Sell	146,490 -5,480	-4%	-$158K	0.17%	132
2019 Q4	$4.44M	Sell	151,970 -11,310	-7%	-$300K	0.16%	145
2019 Q3	$3.77M	Buy	163,280 +53,560	+49%	+$1.12M	0.14%	165
2019 Q2	$2.06M	Buy	109,720 +10,240	+10%	+$194K	0.12%	186
2019 Q1	$1.78M	Buy	99,480 +6,560	+7%	+$109K	0.11%	187
2018 Q4	$1.26M	Buy	92,920 +6,840	+8%	+$98K	0.1%	204
2018 Q3	$1.31M	Buy	86,080 +12,740	+17%	+$218K	0.1%	208
2018 Q2	$1.27M	Buy	73,340 +23,340	+47%	+$450K	0.12%	181
2018 Q1	$1.02M	Buy	50,000 +4,690	+10%	+$92.9K	0.15%	164
2017 Q4	$834K	Buy	45,310 +320	+0.7%	+$6.29K	0.13%	173
2017 Q3	$832K	Buy	44,990 +730	+2%	+$11.8K	0.14%	167
2017 Q2	$626K	Buy	44,260 +12,680	+40%	+$186K	0.11%	213
2017 Q1	$405K	Buy	31,580 +12,220	+63%	+$144K	0.1%	230
2016 Q4	$205K	Buy	+19,360	New	+$197K	0.1%	283

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors's LRCX Position: Q2 2026 in Review

IFM Investors increased its Lam Research (LRCX) stake by 9.3% in Q2 2026, buying an estimated $7.42M and bringing the position to 287,229 shares worth $124M. The position accounts for 0.82% of the portfolio, ranked #20.

IFM Investors first reported a position in LRCX in Q4 2016 and has held it in 39 quarters since. 987 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

IFM Investors held 287,229 shares of Lam Research worth $124M as of Q2 2026.
IFM Investors bought 24,456 Lam Research shares in Q2 2026, an estimated $7.42M.
Lam Research made up 0.82% of IFM Investors's portfolio in Q2 2026, its #20 holding.
IFM Investors first reported a position in Lam Research in Q4 2016 and has held it in 39 quarters since.
987 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.