Mizuho Markets Americas’s Lam Research LRCX Stock Holding History

Mizuho Markets Americas’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	$48.3M	Sell	111,532 -24,129	-18%	-$7.32M	0.76%	37
2026 Q1	$29M	Buy	135,661 +1,661	+1%	+$371K	0.79%	36
2025 Q4	$22.9M	Hold	134,000	–	–	0.44%	56
2025 Q3	$17.9M	Buy	+134,000	New	+$14.2M	0.34%	57
2025 Q1	–	Sell	-43,000	Closed	-$3.11M	–	248
2024 Q4	$3.11M	Buy	+43,000	New	+$3.26M	0.06%	129
2022 Q1	–	Sell	-1,270,130	Closed	-$91.3M	–	68
2021 Q4	$91.3M	Buy	+1,270,130	New	+$79.6M	4.76%	6

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

Mizuho Markets Americas's LRCX Position: Q2 2026 in Review

Mizuho Markets Americas reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $7.32M and leaving 111,532 shares worth $48.3M. The position accounts for 0.76% of the portfolio, ranked #37.

Mizuho Markets Americas first reported a position in LRCX in Q4 2021 and has held it in 6 quarters since. The position peaked at $91.3M in Q4 2021. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mizuho Markets Americas held 111,532 shares of Lam Research worth $48.3M as of Q2 2026.
Mizuho Markets Americas sold 24,129 Lam Research shares in Q2 2026, an estimated $7.32M.
Lam Research made up 0.76% of Mizuho Markets Americas's portfolio in Q2 2026, its #37 holding.
Mizuho Markets Americas first reported a position in Lam Research in Q4 2021 and has held it in 6 quarters since.
Mizuho Markets Americas's Lam Research position peaked at $91.3M in Q4 2021.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.