Mitsubishi UFJ Asset Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $677M | Buy |
3,167,860
+173,621
| +6% | +$38.8M | 0.45% | 41 |
|
|
2025
Q4 | $554M | Buy |
2,994,239
+32,991
| +1% | +$5.13M | 0.38% | 53 |
|
|
2025
Q3 | $397M | Sell |
2,961,248
-63,305
| -2% | -$6.7M | 0.29% | 67 |
|
|
2025
Q2 | $294M | Buy |
3,024,553
+234,369
| +8% | +$18.6M | 0.24% | 85 |
|
|
2025
Q1 | $203M | Buy |
2,790,184
+280,923
| +11% | +$22.1M | 0.19% | 113 |
|
|
2024
Q4 | $188M | Buy |
2,509,261
+199,681
| +9% | +$15.1M | 0.18% | 109 |
|
|
2024
Q3 | $188M | Buy |
2,309,580
+104,170
| +5% | +$9.06M | 0.2% | 94 |
|
|
2024
Q2 | $235M | Buy |
2,205,410
+180,420
| +9% | +$17.3M | 0.29% | 73 |
|
|
2024
Q1 | $197M | Buy |
2,024,990
+208,490
| +11% | +$18.3M | 0.27% | 78 |
|
|
2023
Q4 | $134M | Buy |
1,816,500
+41,030
| +2% | +$2.8M | 0.24% | 85 |
|
|
2023
Q3 | $111M | Buy |
1,775,470
+92,010
| +5% | +$6.04M | 0.23% | 88 |
|
|
2023
Q2 | $108M | Buy |
1,683,460
+30,770
| +2% | +$1.73M | 0.23% | 90 |
|
|
2023
Q1 | $87.6M | Buy |
1,652,690
+216,180
| +15% | +$10.6M | 0.21% | 99 |
|
|
2022
Q4 | $59.5M | Buy |
1,436,510
+330,370
| +30% | +$13.8M | 0.16% | 116 |
|
|
2022
Q3 | $40.5M | Buy |
1,106,140
+242,730
| +28% | +$10.8M | 0.13% | 134 |
|
|
2022
Q2 | $36.8M | Sell |
863,410
-31,750
| -4% | -$1.51M | 0.16% | 130 |
|
|
2022
Q1 | $48.1M | Buy |
895,160
+62,620
| +8% | +$3.65M | 0.19% | 110 |
|
|
2021
Q4 | $60.4M | Buy |
832,540
+110,710
| +15% | +$6.94M | 0.24% | 88 |
|
|
2021
Q3 | $41.1M | Buy |
721,830
+88,580
| +14% | +$5.39M | 0.2% | 98 |
|
|
2021
Q2 | $41.2M | Buy |
633,250
+45,090
| +8% | +$2.85M | 0.22% | 90 |
|
|
2021
Q1 | $35M | Buy |
588,160
+33,860
| +6% | +$1.84M | 0.23% | 91 |
|
|
2020
Q4 | $26.2M | Sell |
554,300
-38,770
| -7% | -$1.63M | 0.2% | 101 |
|
|
2020
Q3 | $19.7M | Buy |
593,070
+96,260
| +19% | +$3.32M | 0.18% | 112 |
|
|
2020
Q2 | $16.1M | Buy |
496,810
+63,870
| +15% | +$1.74M | 0.18% | 117 |
|
|
2020
Q1 | $10.4M | Buy |
432,940
+129,120
| +42% | +$3.72M | 0.16% | 133 |
|
|
2019
Q4 | $8.95M | Buy |
303,820
+24,980
| +9% | +$663K | 0.12% | 186 |
|
|
2019
Q3 | $6.44M | Buy |
278,840
+5,330
| +2% | +$112K | 0.1% | 198 |
|
|
2019
Q2 | $5.14M | Buy |
273,510
+51,200
| +23% | +$971K | 0.09% | 232 |
|
|
2019
Q1 | $3.98M | Buy |
222,310
+4,180
| +2% | +$69.7K | 0.08% | 240 |
|
|
2018
Q4 | $2.87M | Sell |
218,130
-580
| -0.3% | -$8.31K | 0.07% | 259 |
|
|
2018
Q3 | $3.32M | Sell |
218,710
-8,030
| -4% | -$137K | 0.07% | 275 |
|
|
2018
Q2 | $3.92M | Buy |
226,740
+1,950
| +0.9% | +$37.6K | 0.09% | 229 |
|
|
2018
Q1 | $4.57M | Sell |
224,790
-19,550
| -8% | -$387K | 0.11% | 206 |
|
|
2017
Q4 | $4.7M | Sell |
244,340
-87,090
| -26% | -$1.71M | 0.1% | 208 |
|
|
2017
Q3 | $6.13M | Buy |
331,430
+97,330
| +42% | +$1.58M | 0.14% | 151 |
|
|
2017
Q2 | $3.31M | Sell |
234,100
-27,640
| -11% | -$405K | 0.08% | 258 |
|
|
2017
Q1 | $3.36M | Buy |
261,740
+13,550
| +5% | +$159K | 0.08% | 275 |
|
|
2016
Q4 | $2.66M | Buy |
248,190
+2,070
| +0.8% | +$21K | 0.06% | 316 |
|
|
2016
Q3 | $2.33M | Sell |
246,120
-193,330
| -44% | -$1.76M | 0.06% | 332 |
|
|
2016
Q2 | $3.69M | Buy |
439,450
+134,640
| +44% | +$1.08M | 0.1% | 210 |
|
|
2016
Q1 | $2.52M | Buy |
304,810
+20,550
| +7% | +$149K | 0.07% | 293 |
|
|
2015
Q4 | $2.26M | Buy |
284,260
+11,560
| +4% | +$86.9K | 0.07% | 299 |
|
|
2015
Q3 | $1.78M | Sell |
272,700
-214,800
| -44% | -$1.57M | 0.06% | 338 |
|
|
2015
Q2 | $3.97M | Sell |
487,500
-340,630
| -41% | -$2.67M | 0.12% | 167 |
|
|
2015
Q1 | $5.82M | Buy |
828,130
+287,890
| +53% | +$2.28M | 0.17% | 123 |
|
|
2014
Q4 | $4.29M | Buy |
540,240
+16,070
| +3% | +$125K | 0.13% | 173 |
|
|
2014
Q3 | $3.92M | Sell |
524,170
-132,690
| -20% | -$947K | 0.12% | 201 |
|
|
2014
Q2 | $4.44M | Buy |
656,860
+178,130
| +37% | +$1.06M | 0.11% | 201 |
|
|
2014
Q1 | $2.63M | Buy |
478,730
+84,480
| +21% | +$449K | 0.07% | 313 |
|
|
2013
Q4 | $2.13M | Buy |
394,250
+15,820
| +4% | +$83.2K | 0.06% | 355 |
|
|
2013
Q3 | $1.94M | Buy |
378,430
+23,430
| +7% | +$115K | 0.05% | 415 |
|
|
2013
Q2 | $1.57M | Buy |
+355,000
| New | +$1.61M | 0.04% | 455 |
|
Other funds holding LRCX
VCM
VPM
Mitsubishi UFJ Asset Management's LRCX Position: Q1 2026 in Review
Mitsubishi UFJ Asset Management increased its Lam Research (LRCX) stake by 5.8% in Q1 2026, buying an estimated $38.8M and bringing the position to 3,167,860 shares worth $677M. The position accounts for 0.45% of the portfolio, ranked #41.
Mitsubishi UFJ Asset Management first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Mitsubishi UFJ Asset Management held 3,167,860 shares of Lam Research worth $677M as of Q1 2026.
- Mitsubishi UFJ Asset Management bought 173,621 Lam Research shares in Q1 2026, an estimated $38.8M.
- Lam Research made up 0.45% of Mitsubishi UFJ Asset Management's portfolio in Q1 2026, its #41 holding.
- Mitsubishi UFJ Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2026, filed 12 May 2026.