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Mediolanum International Funds’s Lam Research LRCX Stock Holding History

Mediolanum International Funds’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 		$144M Sell
349,671
-61,650
-15% -$18.7M 1.23% 12
2026
Q1 		$82.2M Sell
411,321
-11,657
-3% -$2.61M 0.87% 17
2025
Q4 		$73.5M Buy
422,978
+160,434
+61% +$25M 0.73% 18
2025
Q3 		$34.4M Buy
262,544
+89,856
+52% +$9.51M 0.36% 61
2025
Q2 		$16.8M Buy
172,688
+15,884
+10% +$1.26M 0.2% 125
2025
Q1 		$11.4M Sell
156,804
-39,398
-20% -$3.1M 0.16% 146
2024
Q4 		$14.1M Buy
+196,202
New +$14.9M 0.18% 127
2024
Q3 		– Sell
-74,270
Closed -$7.32M – 444
2024
Q2 		$7.32M Sell
74,270
-28,230
-28% -$2.71M 0.12% 168
2024
Q1 		$9.9M Buy
+102,500
New +$9.02M 0.16% 149

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

Mediolanum International Funds's LRCX Position: Q2 2026 in Review

Mediolanum International Funds reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $18.7M and leaving 349,671 shares worth $144M. The position accounts for 1.23% of the portfolio, ranked #12.

Mediolanum International Funds first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mediolanum International Funds held 349,671 shares of Lam Research worth $144M as of Q2 2026.
  • Mediolanum International Funds sold 61,650 Lam Research shares in Q2 2026, an estimated $18.7M.
  • Lam Research made up 1.23% of Mediolanum International Funds's portfolio in Q2 2026, its #12 holding.
  • Mediolanum International Funds first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mediolanum International Funds's 13F filing for Q2 2026, filed 23 Jul 2026.