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NLB Skladi upravljanje premozenja’s Lam Research LRCX Stock Holding History

NLB Skladi upravljanje premozenja’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 		$53.3M Buy
123,064
+6,830
+6% +$2.07M 2.02% 10
2026
Q1 		$24.8M Sell
116,234
-281
-0.2% -$62.8K 1.19% 14
2025
Q4 		$19.9M Buy
+116,515
New +$18.1M 0.91% 19

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

NLB Skladi upravljanje premozenja's LRCX Position: Q2 2026 in Review

NLB Skladi upravljanje premozenja increased its Lam Research (LRCX) stake by 5.9% in Q2 2026, buying an estimated $2.07M and bringing the position to 123,064 shares worth $53.3M. The position accounts for 2.02% of the portfolio, ranked #10.

NLB Skladi upravljanje premozenja first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • NLB Skladi upravljanje premozenja held 123,064 shares of Lam Research worth $53.3M as of Q2 2026.
  • NLB Skladi upravljanje premozenja bought 6,830 Lam Research shares in Q2 2026, an estimated $2.07M.
  • Lam Research made up 2.02% of NLB Skladi upravljanje premozenja's portfolio in Q2 2026, its #10 holding.
  • NLB Skladi upravljanje premozenja first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on NLB Skladi upravljanje premozenja's 13F filing for Q2 2026, filed 6 Aug 2026.