Meag Munich Ergo’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
220,493
+17,234
| +8% | +$1.37M | 0.61% | 53 |
|
|
2025
Q1 | $14.8M | Buy |
203,259
+159,409
| +364% | +$12.6M | 0.43% | 57 |
|
|
2024
Q4 | $3.16M | Buy |
43,850
+37,310
| +570% | +$2.83M | 0.1% | 94 |
|
|
2024
Q3 | $534K | Sell |
6,540
-7,760
| -54% | -$675K | 0.02% | 140 |
|
|
2024
Q2 | $1.52M | Sell |
14,300
-22,680
| -61% | -$2.18M | 0.05% | 123 |
|
|
2024
Q1 | $3.59M | Buy |
36,980
+9,090
| +33% | +$800K | 0.13% | 99 |
|
|
2023
Q4 | $2.18M | Sell |
27,890
-550
| -2% | -$37.5K | 0.08% | 110 |
|
|
2023
Q3 | $1.78M | Buy |
28,440
+6,480
| +30% | +$426K | 0.08% | 111 |
|
|
2023
Q2 | $1.41M | Sell |
21,960
-2,910
| -12% | -$164K | 0.06% | 118 |
|
|
2023
Q1 | $1.32M | Sell |
24,870
-10,830
| -30% | -$531K | 0.06% | 117 |
|
|
2022
Q4 | $1.5M | Sell |
35,700
-13,500
| -27% | -$565K | 0.08% | 126 |
|
|
2022
Q3 | $1.8M | Buy |
49,200
+32,400
| +193% | +$1.44M | 0.11% | 111 |
|
|
2022
Q2 | $716K | Hold |
16,800
| – | – | 0.04% | 161 |
|
|
2022
Q1 | $914K | Buy |
16,800
+12,540
| +294% | +$730K | 0.07% | 139 |
|
|
2021
Q4 | $307K | Sell |
4,260
-23,950
| -85% | -$1.5M | 0.02% | 162 |
|
|
2021
Q3 | $1.61M | Sell |
28,210
-15,500
| -35% | -$943K | 0.28% | 81 |
|
|
2021
Q2 | $2.84M | Sell |
43,710
-25,150
| -37% | -$1.59M | 0.27% | 98 |
|
|
2021
Q1 | $4.1M | Buy |
68,860
+22,060
| +47% | +$1.2M | 0.41% | 67 |
|
|
2020
Q4 | $2.27M | Sell |
46,800
-15,180
| -24% | -$639K | 0.52% | 59 |
|
|
2020
Q3 | $2.06M | Sell |
61,980
-14,900
| -19% | -$513K | 0.38% | 71 |
|
|
2020
Q2 | $2.49M | Sell |
76,880
-4,690
| -6% | -$128K | 0.47% | 49 |
|
|
2020
Q1 | $1.96M | Sell |
81,570
-24,190
| -23% | -$696K | 0.47% | 65 |
|
|
2019
Q4 | $3.09M | Sell |
105,760
-34,070
| -24% | -$905K | 0.33% | 75 |
|
|
2019
Q3 | $3.2M | Buy |
139,830
+13,410
| +11% | +$282K | 0.17% | 139 |
|
|
2019
Q2 | $2.36M | Buy |
126,420
+19,180
| +18% | +$364K | 0.18% | 124 |
|
|
2019
Q1 | $1.88M | Buy |
+107,240
| New | +$1.79M | 0.15% | 156 |
|
|
2018
Q3 | – | Sell |
-55,220
| Closed | -$951K | – | 410 |
|
|
2018
Q2 | $951K | Sell |
55,220
-111,860
| -67% | -$2.15M | 0.06% | 265 |
|
|
2018
Q1 | $3.26M | Buy |
167,080
+89,280
| +115% | +$1.77M | 0.13% | 216 |
|
|
2017
Q4 | $1.45M | Buy |
+77,800
| New | +$1.53M | 0.06% | 317 |
|
|
2017
Q3 | – | Sell |
-709,210
| Closed | -$10.1M | – | 305 |
|
|
2017
Q2 | $10.1M | Buy |
+709,210
| New | +$10.4M | 0.45% | 73 |
|
|
2016
Q2 | – | Sell |
-1,582,460
| Closed | -$13.1M | – | 208 |
|
|
2016
Q1 | $13.1M | Buy |
+1,582,460
| New | +$11.5M | 0.68% | 47 |
|
Other funds holding LRCX
Meag Munich Ergo's LRCX Position: Q2 2025 in Review
Meag Munich Ergo increased its Lam Research (LRCX) stake by 8.5% in Q2 2025, buying an estimated $1.37M and bringing the position to 220,493 shares worth $21.5M. The position accounts for 0.61% of the portfolio, ranked #53.
Meag Munich Ergo first reported a position in LRCX in Q1 2016 and has held it in 31 quarters since. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.
- Meag Munich Ergo held 220,493 shares of Lam Research worth $21.5M as of Q2 2025.
- Meag Munich Ergo bought 17,234 Lam Research shares in Q2 2025, an estimated $1.37M.
- Lam Research made up 0.61% of Meag Munich Ergo's portfolio in Q2 2025, its #53 holding.
- Meag Munich Ergo first reported a position in Lam Research in Q1 2016 and has held it in 31 quarters since.
- 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.
Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.