Nomura Asset Management’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 | $271M | Buy |
626,419
+30,474
| +5% | +$9.25M | 0.58% | 27 |
|
|
2026
Q1 | $127M | Buy |
595,945
+41,816
| +8% | +$9.35M | 0.33% | 50 |
|
|
2025
Q4 | $94.9M | Buy |
554,129
+25,104
| +5% | +$3.9M | 0.24% | 76 |
|
|
2025
Q3 | $70.8M | Sell |
529,025
-89,093
| -14% | -$9.43M | 0.18% | 108 |
|
|
2025
Q2 | $60.2M | Buy |
618,118
+12,234
| +2% | +$970K | 0.17% | 134 |
|
|
2025
Q1 | $44M | Buy |
605,884
+27,374
| +5% | +$2.16M | 0.13% | 173 |
|
|
2024
Q4 | $41.8M | Buy |
578,510
+550,980
| +2,001% | +$41.8M | 0.13% | 186 |
|
|
2024
Q3 | $155M | Sell |
27,530
-1,102,230
| -98% | -$95.8M | 0.48% | 36 |
|
|
2024
Q2 | $120M | Buy |
1,129,760
+119,530
| +12% | +$11.5M | 0.41% | 45 |
|
|
2024
Q1 | $98.2M | Buy |
1,010,230
+67,630
| +7% | +$5.95M | 0.36% | 62 |
|
|
2023
Q4 | $73.8M | Buy |
942,600
+24,110
| +3% | +$1.64M | 0.31% | 73 |
|
|
2023
Q3 | $57.6M | Sell |
918,490
-1,013,060
| -52% | -$66.6M | 0.27% | 84 |
|
|
2023
Q2 | $124M | Buy |
1,931,550
+135,450
| +8% | +$7.63M | 0.57% | 30 |
|
|
2023
Q1 | $95.2M | Buy |
1,796,100
+328,750
| +22% | +$16.1M | 0.5% | 36 |
|
|
2022
Q4 | $61.7M | Buy |
1,467,350
+104,130
| +8% | +$4.36M | 0.36% | 60 |
|
|
2022
Q3 | $49.9M | Sell |
1,363,220
-56,460
| -4% | -$2.51M | 0.32% | 68 |
|
|
2022
Q2 | $60.5M | Buy |
1,419,680
+39,940
| +3% | +$1.9M | 0.38% | 55 |
|
|
2022
Q1 | $74.2M | Buy |
1,379,740
+14,590
| +1% | +$849K | 0.4% | 51 |
|
|
2021
Q4 | $98.2M | Buy |
1,365,150
+19,210
| +1% | +$1.2M | 0.5% | 34 |
|
|
2021
Q3 | $76.6M | Buy |
1,345,940
+49,510
| +4% | +$3.01M | 0.43% | 49 |
|
|
2021
Q2 | $84.4M | Buy |
1,296,430
+186,170
| +17% | +$11.8M | 0.49% | 38 |
|
|
2021
Q1 | $66.1M | Buy |
1,110,260
+185,840
| +20% | +$10.1M | 0.42% | 53 |
|
|
2020
Q4 | $43.7M | Buy |
924,420
+408,990
| +79% | +$17.2M | 0.29% | 79 |
|
|
2020
Q3 | $17.1M | Buy |
515,430
+860
| +0.2% | +$29.6K | 0.13% | 159 |
|
|
2020
Q2 | $16.6M | Buy |
514,570
+45,440
| +10% | +$1.24M | 0.14% | 147 |
|
|
2020
Q1 | $11.3M | Buy |
469,130
+70,790
| +18% | +$2.04M | 0.12% | 185 |
|
|
2019
Q4 | $11.6M | Buy |
398,340
+4,440
| +1% | +$118K | 0.1% | 205 |
|
|
2019
Q3 | $9.1M | Buy |
393,900
+57,600
| +17% | +$1.21M | 0.09% | 233 |
|
|
2019
Q2 | $6.32M | Buy |
336,300
+37,570
| +13% | +$713K | 0.06% | 278 |
|
|
2019
Q1 | $5.35M | Sell |
298,730
-16,580
| -5% | -$277K | 0.05% | 307 |
|
|
2018
Q4 | $4.29M | Sell |
315,310
-5,430
| -2% | -$77.8K | 0.05% | 314 |
|
|
2018
Q3 | $4.87M | Sell |
320,740
-1,540
| -0.5% | -$26.3K | 0.05% | 311 |
|
|
2018
Q2 | $5.57M | Sell |
322,280
-1,920,400
| -86% | -$37M | 0.06% | 272 |
|
|
2018
Q1 | $45.6M | Buy |
2,242,680
+20,620
| +0.9% | +$408K | 0.5% | 50 |
|
|
2017
Q4 | $40.9M | Buy |
2,222,060
+48,920
| +2% | +$961K | 0.47% | 51 |
|
|
2017
Q3 | $40.2M | Buy |
2,173,140
+1,871,280
| +620% | +$30.4M | 0.52% | 50 |
|
|
2017
Q2 | $4.27M | Buy |
301,860
+53,480
| +22% | +$784K | 0.06% | 292 |
|
|
2017
Q1 | $3.19M | Buy |
248,380
+18,790
| +8% | +$221K | 0.04% | 345 |
|
|
2016
Q4 | $2.43M | Sell |
229,590
-2,370
| -1% | -$24.1K | 0.04% | 377 |
|
|
2016
Q3 | $2.2M | Buy |
231,960
+22,340
| +11% | +$203K | 0.04% | 407 |
|
|
2016
Q2 | $1.76M | Sell |
209,620
-263,680
| -56% | -$2.12M | 0.03% | 447 |
|
|
2016
Q1 | $3.91M | Sell |
473,300
-77,040
| -14% | -$560K | 0.07% | 255 |
|
|
2015
Q4 | $4.37M | Sell |
550,340
-39,790
| -7% | -$299K | 0.08% | 237 |
|
|
2015
Q3 | $3.86M | Buy |
590,130
+1,420
| +0.2% | +$10.4K | 0.08% | 246 |
|
|
2015
Q2 | $4.79M | Sell |
588,710
-100,070
| -15% | -$786K | 0.09% | 223 |
|
|
2015
Q1 | $4.84M | Sell |
688,780
-14,180
| -2% | -$112K | 0.09% | 225 |
|
|
2014
Q4 | $5.6M | Buy |
702,960
+490,450
| +231% | +$3.8M | 0.1% | 210 |
|
|
2014
Q3 | $1.59M | Buy |
212,510
+2,000
| +1% | +$14.3K | 0.03% | 425 |
|
|
2014
Q2 | $1.42M | Buy |
210,510
+6,000
| +3% | +$35.8K | 0.03% | 470 |
|
|
2014
Q1 | $1.13M | Buy |
204,510
+18,100
| +10% | +$96.2K | 0.02% | 527 |
|
|
2013
Q4 | $1.01M | Sell |
186,410
-170,000
| -48% | -$894K | 0.02% | 548 |
|
|
2013
Q3 | $1.82M | Buy |
356,410
+102,000
| +40% | +$499K | 0.03% | 400 |
|
|
2013
Q2 | $1.13M | Buy |
+254,410
| New | +$1.15M | 0.02% | 537 |
|
Other funds holding LRCX
Nomura Asset Management's LRCX Position: Q2 2026 in Review
Nomura Asset Management increased its Lam Research (LRCX) stake by 5.1% in Q2 2026, buying an estimated $9.25M and bringing the position to 626,419 shares worth $271M. The position accounts for 0.58% of the portfolio, ranked #27.
Nomura Asset Management first reported a position in LRCX in Q2 2013 and has held it in 53 quarters since. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Nomura Asset Management held 626,419 shares of Lam Research worth $271M as of Q2 2026.
- Nomura Asset Management bought 30,474 Lam Research shares in Q2 2026, an estimated $9.25M.
- Lam Research made up 0.58% of Nomura Asset Management's portfolio in Q2 2026, its #27 holding.
- Nomura Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 53 quarters since.
- 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.