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MUFG Securities EMEA’s Lam Research LRCX Stock Holding History

MUFG Securities EMEA’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 		$65.1M Buy
150,248
+99,053
+193% +$30.1M 0.68% 34
2026
Q1 		$10.9M Sell
51,195
-137,297
-73% -$30.7M 0.16% 100
2025
Q4 		$32.3M Buy
188,492
+87,267
+86% +$13.6M 0.37% 59
2025
Q3 		$13.6M Buy
101,225
+97,443
+2,576% +$10.3M 0.34% 52
2025
Q2 		$368K Sell
3,782
-118,217
-97% -$9.38M 0.01% 154
2025
Q1 		$8.87M Buy
121,999
+64,999
+114% +$5.12M 0.2% 69
2024
Q4 		$4.12M Sell
57,000
-273,990
-83% -$20.8M 0.07% 141
2024
Q3 		$2.7M Buy
+330,990
New +$28.8M 0.1% 121
2024
Q1 		– Sell
-300,000
Closed -$23.5M – 99
2023
Q4 		$23.5M Buy
+300,000
New +$20.4M 1.38% 21
2022
Q1 		– Sell
-1,280
Closed -$92K – 185
2021
Q4 		$92K Sell
1,280
-1,100
-46% -$69K ﹤0.01% 166
2021
Q3 		$135K Sell
2,380
-297,620
-99% -$18.1M ﹤0.01% 262
2021
Q2 		$19.5M Buy
300,000
+210,000
+233% +$13.3M 0.19% 77
2021
Q1 		$5.36M Buy
+90,000
New +$4.9M 0.04% 213
2020
Q2 		– Sell
-306,550
Closed -$7.36M – 465
2020
Q1 		$7.36M Buy
306,550
+56,550
+23% +$1.63M 0.07% 171
2019
Q4 		$7.31M Buy
+250,000
New +$6.64M 0.06% 234
2018
Q4 		– Sell
-42,720
Closed -$648K – 594
2018
Q3 		$648K Buy
42,720
+40,880
+2,222% +$698K 0.01% 415
2018
Q2 		$32K Buy
+1,840
New +$35.4K ﹤0.01% 340

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MUFG Securities EMEA's LRCX Position: Q2 2026 in Review

MUFG Securities EMEA increased its Lam Research (LRCX) stake by 193% in Q2 2026, buying an estimated $30.1M and bringing the position to 150,248 shares worth $65.1M. The position accounts for 0.68% of the portfolio, ranked #34.

MUFG Securities EMEA first reported a position in LRCX in Q2 2018 and has held it in 17 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • MUFG Securities EMEA held 150,248 shares of Lam Research worth $65.1M as of Q2 2026.
  • MUFG Securities EMEA bought 99,053 Lam Research shares in Q2 2026, an estimated $30.1M.
  • Lam Research made up 0.68% of MUFG Securities EMEA's portfolio in Q2 2026, its #34 holding.
  • MUFG Securities EMEA first reported a position in Lam Research in Q2 2018 and has held it in 17 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.