JVL Associates’s Lam Research LRCX Stock Holding History

JVL Associates’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	$236K	Buy	+545	New	+$165K	0.07%	72

Other funds holding LRCX

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JVL Associates's LRCX Position: Q2 2026 in Review

JVL Associates opened a new position in Lam Research (LRCX) in Q2 2026: 545 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

1,707 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

JVL Associates held 545 shares of Lam Research worth $236K as of Q2 2026.
Lam Research was a new JVL Associates position in Q2 2026.
Lam Research made up 0.07% of JVL Associates's portfolio in Q2 2026, its #72 holding.
1,707 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.