MN Services Vermogensbeheer’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
Q2 | $158M | Sell |
363,843
-132,800
| -27% | -$40.3M | 1.18% | 17 |
|
|
2026
Q1 | $106M | Sell |
496,643
-500
| -0.1% | -$112K | 0.7% | 25 |
|
|
2025
Q4 | $85.1M | Buy |
497,143
+9,203
| +2% | +$1.43M | 0.52% | 30 |
|
|
2025
Q3 | $65.3M | Buy |
487,940
+5,600
| +1% | +$593K | 0.42% | 44 |
|
|
2025
Q2 | $47M | Sell |
482,340
-5,800
| -1% | -$460K | 0.33% | 68 |
|
|
2025
Q1 | $35.5M | Sell |
488,140
-34,200
| -7% | -$2.69M | 0.27% | 75 |
|
|
2024
Q4 | $37.7M | Buy |
522,340
+12,500
| +2% | +$948K | 0.25% | 77 |
|
|
2024
Q3 | $41.6M | Sell |
509,840
-11,000
| -2% | -$956K | 0.29% | 72 |
|
|
2024
Q2 | $55.5M | Sell |
520,840
-12,000
| -2% | -$1.15M | 0.4% | 51 |
|
|
2024
Q1 | $51.8M | Sell |
532,840
-104,000
| -16% | -$9.15M | 0.38% | 56 |
|
|
2023
Q4 | $49.9M | Sell |
636,840
-23,000
| -3% | -$1.57M | 0.45% | 58 |
|
|
2023
Q3 | $41.4M | Buy |
659,840
+17,000
| +3% | +$1.12M | 0.4% | 70 |
|
|
2023
Q2 | $41.3M | Sell |
642,840
-55,000
| -8% | -$3.1M | 0.39% | 67 |
|
|
2023
Q1 | $37M | Buy |
697,840
+32,000
| +5% | +$1.57M | 0.38% | 67 |
|
|
2022
Q4 | $28M | Sell |
665,840
-110,000
| -14% | -$4.6M | 0.31% | 84 |
|
|
2022
Q3 | $28.4M | Sell |
775,840
-47,000
| -6% | -$2.09M | 0.3% | 87 |
|
|
2022
Q2 | $35.1M | Sell |
822,840
-202,000
| -20% | -$9.62M | 0.33% | 80 |
|
|
2022
Q1 | $55.1M | Sell |
1,024,840
-66,000
| -6% | -$3.84M | 0.37% | 68 |
|
|
2021
Q4 | $78.4M | Buy |
1,090,840
+20,000
| +2% | +$1.25M | 0.46% | 57 |
|
|
2021
Q3 | $60.9M | Buy |
1,070,840
+23,000
| +2% | +$1.4M | 0.38% | 69 |
|
|
2021
Q2 | $57.5M | Buy |
+1,047,840
| New | +$66.1M | 0.45% | 59 |
|
|
2020
Q4 | $60.5M | Buy |
1,281,840
+20,000
| +2% | +$841K | 0.43% | 66 |
|
|
2020
Q3 | $41.9M | Buy |
1,261,840
+22,000
| +2% | +$758K | 0.33% | 91 |
|
|
2020
Q2 | $40.1M | Sell |
1,239,840
-59,000
| -5% | -$1.61M | 0.34% | 84 |
|
|
2020
Q1 | $31.2M | Sell |
1,298,840
-91,000
| -7% | -$2.62M | 0.35% | 77 |
|
|
2019
Q4 | $40.6M | Buy |
1,389,840
+31,000
| +2% | +$823K | 0.35% | 77 |
|
|
2019
Q3 | $31.4M | Buy |
1,358,840
+571,630
| +73% | +$12M | 0.29% | 95 |
|
|
2019
Q2 | $14.8M | Sell |
787,210
-100,000
| -11% | -$1.9M | 0.17% | 140 |
|
|
2019
Q1 | $15.9M | Buy |
887,210
+5,000
| +0.6% | +$83.4K | 0.18% | 122 |
|
|
2018
Q4 | $10.5M | Buy |
882,210
+618,840
| +235% | +$8.87M | 0.16% | 136 |
|
|
2018
Q3 | $4M | Buy |
263,370
+9,000
| +4% | +$154K | 0.09% | 227 |
|
|
2018
Q2 | $4.4M | Hold |
254,370
| – | – | 0.11% | 202 |
|
|
2018
Q1 | $5.17M | Buy |
254,370
+3,000
| +1% | +$59.4K | 0.13% | 181 |
|
|
2017
Q4 | $3.85M | Sell |
251,370
-13,000
| -5% | -$255K | 0.12% | 191 |
|
|
2017
Q3 | $4.89M | Hold |
264,370
| – | – | 0.13% | 183 |
|
|
2017
Q2 | $3.74M | Buy |
264,370
+220,940
| +509% | +$3.24M | 0.1% | 226 |
|
|
2017
Q1 | $521K | Buy |
43,430
+2,520
| +6% | +$29.6K | 0.1% | 224 |
|
|
2016
Q4 | $410K | Hold |
40,910
| – | – | 0.08% | 265 |
|
|
2016
Q3 | $387K | Buy |
40,910
+770
| +2% | +$7.01K | 0.08% | 284 |
|
|
2016
Q2 | $304K | Buy |
40,140
+940
| +2% | +$7.55K | 0.07% | 300 |
|
|
2016
Q1 | $284K | Buy |
+39,200
| New | +$285K | 0.07% | 330 |
|
Other funds holding LRCX
MN Services Vermogensbeheer's LRCX Position: Q2 2026 in Review
MN Services Vermogensbeheer reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $40.3M and leaving 363,843 shares worth $158M. The position accounts for 1.18% of the portfolio, ranked #17.
MN Services Vermogensbeheer first reported a position in LRCX in Q1 2016 and has held it in 41 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- MN Services Vermogensbeheer held 363,843 shares of Lam Research worth $158M as of Q2 2026.
- MN Services Vermogensbeheer sold 132,800 Lam Research shares in Q2 2026, an estimated $40.3M.
- Lam Research made up 1.18% of MN Services Vermogensbeheer's portfolio in Q2 2026, its #17 holding.
- MN Services Vermogensbeheer first reported a position in Lam Research in Q1 2016 and has held it in 41 quarters since.
- 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on MN Services Vermogensbeheer's 13F filing for Q2 2026, filed 31 Jul 2026.