JSSH
LRCX icon

J. Safra Sarasin Holding’s Lam Research LRCX Stock Holding History

J. Safra Sarasin Holding’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 		$20.8M Buy
96,952
+21,331
+28% +$6.48M 0.3% 82
2026
Q1 		$16.2M Buy
75,621
+3,118
+4% +$697K 0.28% 88
2025
Q4 		$12.4M Buy
72,503
+49,851
+220% +$7.75M 0.2% 100
2025
Q3 		$3.03M Buy
+22,652
New +$2.4M 0.05% 180
2024
Q3 		– Sell
-39,700
Closed -$4.23M – 462
2024
Q2 		$4.23M Buy
+39,700
New +$3.81M 0.08% 145

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

J. Safra Sarasin Holding's LRCX Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Lam Research (LRCX) stake by 28% in Q2 2026, buying an estimated $6.48M and bringing the position to 96,952 shares worth $20.8M. The position accounts for 0.3% of the portfolio, ranked #82.

J. Safra Sarasin Holding first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J. Safra Sarasin Holding held 96,952 shares of Lam Research worth $20.8M as of Q2 2026.
  • J. Safra Sarasin Holding bought 21,331 Lam Research shares in Q2 2026, an estimated $6.48M.
  • Lam Research made up 0.3% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #82 holding.
  • J. Safra Sarasin Holding first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.