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MUFG Securities Americas’s Lam Research LRCX Stock Holding History

MUFG Securities 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
Q1 		$7.38M Buy
34,547
+709
+2% +$159K 0.48% 36
2025
Q4 		$5.79M Sell
33,838
-291
-0.9% -$45.3K 0.36% 47
2025
Q3 		$4.57M Buy
34,129
+5,780
+20% +$612K 0.29% 58
2025
Q2 		$2.76M Buy
28,349
+5,627
+25% +$446K 0.24% 84
2025
Q1 		$1.65M Buy
22,722
+3,728
+20% +$294K 0.19% 106
2024
Q4 		$1.37M Buy
+18,994
New +$1.44M 0.17% 106

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MUFG Securities Americas's LRCX Position: Q1 2026 in Review

MUFG Securities Americas increased its Lam Research (LRCX) stake by 2.1% in Q1 2026, buying an estimated $159K and bringing the position to 34,547 shares worth $7.38M. The position accounts for 0.48% of the portfolio, ranked #36.

MUFG Securities Americas first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • MUFG Securities Americas held 34,547 shares of Lam Research worth $7.38M as of Q1 2026.
  • MUFG Securities Americas bought 709 Lam Research shares in Q1 2026, an estimated $159K.
  • Lam Research made up 0.48% of MUFG Securities Americas's portfolio in Q1 2026, its #36 holding.
  • MUFG Securities Americas first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.