NO
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Ninety One’s Lam Research LRCX Stock Holding History

Ninety One’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 		$1.52M Buy
+3,525
New +$1.07M 0.08% 65
2022
Q3 		– Sell
-97,000
Closed -$4.12M – 89
2022
Q2 		$4.12M Buy
97,000
+1,460
+2% +$69.5K 1.46% 14
2022
Q1 		$5.32M Sell
95,540
-2,040
-2% -$119K 1.49% 11
2021
Q4 		$7.03M Buy
97,580
+17,320
+22% +$1.09M 2.05% 11
2021
Q3 		$4.6M Sell
80,260
-910
-1% -$55.4K 1.79% 13
2021
Q2 		$5.25M Sell
81,170
-7,640
-9% -$482K 1.92% 9
2021
Q1 		$5.29M Buy
88,810
+2,070
+2% +$113K 2.01% 10
2020
Q4 		$4.06M Buy
86,740
+1,780
+2% +$74.9K 1.6% 11
2020
Q3 		$2.83M Buy
84,960
+830
+1% +$28.6K 1.43% 17
2020
Q2 		$2.73M Buy
84,130
+580
+0.7% +$15.8K 1.3% 17
2020
Q1 		$2.1M Buy
83,550
+2,220
+3% +$63.9K 1.03% 16
2019
Q4 		$1.87M Hold
81,330
– – 1.06% 27
2019
Q3 		$1.87M Sell
81,330
-2,140
-3% -$44.9K 1.06% 27
2019
Q2 		$1.57M Buy
83,470
+9,180
+12% +$174K 0.88% 41
2019
Q1 		$1.32M Buy
74,290
+1,930
+3% +$32.2K 0.7% 49
2018
Q4 		$988K Buy
72,360
+60,580
+514% +$868K 0.58% 57
2018
Q3 		$179K Sell
11,780
-233,280
-95% -$3.98M 0.03% 94
2018
Q2 		$4.25M Buy
245,060
+164,030
+202% +$3.16M 0.58% 51
2018
Q1 		$1.64M Hold
81,030
– – 0.77% 28
2017
Q4 		$1.5M Hold
81,030
– – 0.75% 30
2017
Q3 		$1.48M Buy
81,030
+2,650
+3% +$43K 0.78% 28
2017
Q2 		$1.11M Sell
78,380
-14,450
-16% -$212K 0.62% 39
2017
Q1 		$1.19M Buy
92,830
+2,830
+3% +$33.3K 0.78% 18
2016
Q4 		$958K Hold
90,000
– – 0.65% 29
2016
Q3 		$847K Buy
+90,000
New +$819K 0.54% 42

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One's LRCX Position: Q2 2026 in Review

Ninety One opened a new position in Lam Research (LRCX) in Q2 2026: 3,525 shares worth $1.52M. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Ninety One previously reported a position in LRCX as recently as Q2 2022.

Ninety One first reported a position in LRCX in Q3 2016 and has held it in 25 quarters since. The position peaked at $7.03M in Q4 2021. 746 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ninety One held 3,525 shares of Lam Research worth $1.52M as of Q2 2026.
  • Lam Research was a new Ninety One position in Q2 2026.
  • Lam Research made up 0.08% of Ninety One's portfolio in Q2 2026, its #65 holding.
  • Ninety One first reported a position in Lam Research in Q3 2016 and has held it in 25 quarters since.
  • Ninety One's Lam Research position peaked at $7.03M in Q4 2021.
  • 746 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.