Meiji Yasuda Life Insurance’s Lam Research LRCX Stock Holding History

Meiji Yasuda Life Insurance’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 Q1	$3.02M	Sell	14,150 -670	-5%	-$150K	0.1%	40
2025 Q4	$2.54M	Sell	14,820 -2,828	-16%	-$440K	0.07%	59
2025 Q3	$2.36M	Sell	17,648 -1,586	-8%	-$168K	0.07%	63
2025 Q2	$1.87M	Sell	19,234 -127	-0.7%	-$10.1K	0.06%	88
2025 Q1	$1.41M	Buy	19,361 +3,161	+20%	+$249K	0.03%	122
2024 Q4	$1.17M	Sell	16,200 -670	-4%	-$50.8K	0.02%	136
2024 Q3	$1.38M	Sell	16,870 -4,560	-21%	-$396K	0.03%	126
2024 Q2	$2.28M	Buy	21,430 +760	+4%	+$72.9K	0.05%	95
2024 Q1	$2.01M	Sell	20,670 -59,330	-74%	-$5.22M	0.04%	112
2023 Q4	$6.27M	Buy	80,000 +16,030	+25%	+$1.09M	0.14%	44
2023 Q3	$4.01M	Buy	63,970 +27,370	+75%	+$1.8M	0.11%	51
2023 Q2	$2.35M	Sell	36,600 -4,600	-11%	-$259K	0.06%	79
2023 Q1	$2.18M	Sell	41,200 -2,630	-6%	-$129K	0.04%	84
2022 Q4	$1.84M	Buy	43,830 +6,620	+18%	+$277K	0.04%	92
2022 Q3	$1.36M	Sell	37,210 -8,530	-19%	-$380K	0.03%	107
2022 Q2	$1.95M	Buy	45,740 +5,490	+14%	+$261K	0.03%	82
2022 Q1	$2.16M	Sell	40,250 -6,430	-14%	-$374K	0.04%	72
2021 Q4	$3.36M	Sell	46,680 -9,420	-17%	-$591K	0.06%	41
2021 Q3	$3.19M	Sell	56,100 -950	-2%	-$57.8K	0.06%	49
2021 Q2	$3.71M	Sell	57,050 -300	-0.5%	-$18.9K	0.07%	33
2021 Q1	$3.41M	Sell	57,350 -8,610	-13%	-$469K	0.06%	33
2020 Q4	$3.12M	Sell	65,960 -25,350	-28%	-$1.07M	0.05%	41
2020 Q3	$3.03M	Buy	91,310 +6,030	+7%	+$208K	0.06%	54
2020 Q2	$2.76M	Buy	85,280 +5,180	+6%	+$141K	0.11%	53
2020 Q1	$1.92M	Sell	80,100 -14,860	-16%	-$428K	0.38%	68
2019 Q4	$2.78M	Sell	94,960 -10,890	-10%	-$289K	0.38%	60
2019 Q3	$2.45M	Buy	105,850 +200	+0.2%	+$4.2K	0.35%	64
2019 Q2	$1.99M	Buy	105,650 +11,930	+13%	+$226K	0.29%	85
2019 Q1	$1.68M	Sell	93,720 -9,730	-9%	-$162K	0.25%	101
2018 Q4	$1.41M	Buy	103,450 +12,100	+13%	+$173K	0.22%	115
2018 Q3	$1.39M	Buy	91,350 +3,400	+4%	+$58.1K	0.17%	145
2018 Q2	$1.52M	Buy	87,950 +13,600	+18%	+$262K	0.21%	128
2018 Q1	$1.51M	Sell	74,350 -25,100	-25%	-$497K	0.23%	118
2017 Q4	$1.83M	Sell	99,450 -46,200	-32%	-$908K	0.25%	102
2017 Q3	$2.69M	Buy	145,650 +17,000	+13%	+$276K	0.4%	58
2017 Q2	$1.82M	Buy	128,650 +8,400	+7%	+$123K	0.28%	94
2017 Q1	$1.54M	Hold	120,250	–	–	0.24%	106
2016 Q4	$1.27M	Hold	120,250	–	–	0.21%	119
2016 Q3	$1.14M	Sell	120,250 -88,300	-42%	-$803K	0.15%	176
2016 Q2	$1.75M	Buy	208,550 +48,300	+30%	+$388K	0.28%	103
2016 Q1	$1.32M	Sell	160,250 -30,800	-16%	-$224K	0.21%	137
2015 Q4	$1.52M	Buy	191,050 +46,800	+32%	+$352K	0.24%	120
2015 Q3	$942K	Hold	144,250	–	–	0.16%	153
2015 Q2	$1.17M	Hold	144,250	–	–	0.18%	148
2015 Q1	$1.01M	Buy	144,250 +34,760	+32%	+$275K	0.16%	163
2014 Q4	$869K	Sell	109,490 -1,000	-0.9%	-$7.75K	0.13%	169
2014 Q3	$825K	Buy	110,490 +4,450	+4%	+$31.7K	0.13%	173
2014 Q2	$717K	Buy	+106,040	New	+$633K	0.11%	189

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meiji Yasuda Life Insurance's LRCX Position: Q1 2026 in Review

Meiji Yasuda Life Insurance reduced its Lam Research (LRCX) stake by 4.5% in Q1 2026, selling an estimated $150K and leaving 14,150 shares worth $3.02M. The position accounts for 0.1% of the portfolio, ranked #40.

Meiji Yasuda Life Insurance first reported a position in LRCX in Q2 2014 and has held it in 48 quarters since. The position peaked at $6.27M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Meiji Yasuda Life Insurance held 14,150 shares of Lam Research worth $3.02M as of Q1 2026.
Meiji Yasuda Life Insurance sold 670 Lam Research shares in Q1 2026, an estimated $150K.
Lam Research made up 0.1% of Meiji Yasuda Life Insurance's portfolio in Q1 2026, its #40 holding.
Meiji Yasuda Life Insurance first reported a position in Lam Research in Q2 2014 and has held it in 48 quarters since.
Meiji Yasuda Life Insurance's Lam Research position peaked at $6.27M in Q4 2023.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Meiji Yasuda Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.