Mitsubishi UFJ Morgan Stanley Securities’s Lam Research LRCX Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$171K	Sell	394 -1,083	-73%	-$329K	0.52%	37
2026 Q1	$316K	Buy	+1,477	New	+$330K	0.78%	28
2022 Q4	–	Sell	-100	Closed	-$4K	–	203
2022 Q3	$4K	Hold	100	–	–	0.05%	150
2022 Q2	$4K	Hold	100	–	–	0.01%	155
2022 Q1	$5K	Sell	100 -400	-80%	-$23.3K	﹤0.01%	150
2021 Q4	$36K	Sell	500 -500	-50%	-$31.3K	0.02%	102
2021 Q3	$57K	Buy	+1,000	New	+$60.8K	0.05%	63
2014 Q4	$19K	Sell	2,400 -100	-4%	-$775	0.04%	146
2014 Q3	$19K	Sell	2,500 -300	-11%	-$2.14K	0.05%	143
2014 Q2	$19K	Hold	2,800	–	–	0.06%	133
2014 Q1	$15K	Buy	+2,800	New	+$14.9K	0.04%	161
2013 Q3	–	Sell	-5,000	Closed	-$22K	–	259
2013 Q2	$22K	Buy	+5,000	New	+$22.6K	0.07%	135

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's LRCX Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Lam Research (LRCX) stake by 73% in Q2 2026, selling an estimated $329K and leaving 394 shares worth $171K. The position accounts for 0.52% of the portfolio, ranked #37.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in LRCX in Q2 2013 and has held it in 12 quarters since. The position peaked at $316K in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 394 shares of Lam Research worth $171K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 1,083 Lam Research shares in Q2 2026, an estimated $329K.
Lam Research made up 0.52% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #37 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Lam Research in Q2 2013 and has held it in 12 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Lam Research position peaked at $316K in Q1 2026.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.