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Lansforsakringar Fondforvaltning’s Lam Research LRCX Stock Holding History

Lansforsakringar Fondforvaltning’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 		$174M Sell
401,561
-21,935
-5% -$6.66M 0.78% 20
2026
Q1 		$90.5M Buy
423,496
+14,682
+4% +$3.28M 0.47% 35
2025
Q4 		$70M Sell
408,814
-728
-0.2% -$113K 0.35% 49
2025
Q3 		$54.8M Buy
409,542
+13,370
+3% +$1.42M 0.28% 67
2025
Q2 		$38.6M Sell
396,172
-31,754
-7% -$2.52M 0.22% 85
2025
Q1 		$31.1M Sell
427,926
-8,816
-2% -$694K 0.19% 103
2024
Q4 		$31.5M Buy
+436,742
New +$33.1M 0.18% 105

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

Lansforsakringar Fondforvaltning's LRCX Position: Q2 2026 in Review

Lansforsakringar Fondforvaltning reduced its Lam Research (LRCX) stake by 5.2% in Q2 2026, selling an estimated $6.66M and leaving 401,561 shares worth $174M. The position accounts for 0.78% of the portfolio, ranked #20.

Lansforsakringar Fondforvaltning first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lansforsakringar Fondforvaltning held 401,561 shares of Lam Research worth $174M as of Q2 2026.
  • Lansforsakringar Fondforvaltning sold 21,935 Lam Research shares in Q2 2026, an estimated $6.66M.
  • Lam Research made up 0.78% of Lansforsakringar Fondforvaltning's portfolio in Q2 2026, its #20 holding.
  • Lansforsakringar Fondforvaltning first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lansforsakringar Fondforvaltning's 13F filing for Q2 2026, filed 13 Aug 2026.