Norges Bank’s Lam Research LRCX Stock Holding History

Norges Bank’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	–	Sell	-21,295,871	Closed	-$3.65B	–	791
2025 Q4	$3.65B	Buy	+21,295,871	New	+$3.31B	0.39%	38
2025 Q3	–	Sell	-19,463,578	Closed	-$1.89B	–	884
2025 Q2	$1.89B	Sell	19,463,578 -305,583	-2%	-$24.2M	0.24%	76
2025 Q1	$1.44B	Sell	19,769,161 -3,236,129	-14%	-$255M	0.2%	92
2024 Q4	$1.66B	Buy	23,005,290 +2,277,620	+11%	+$173M	0.22%	78
2024 Q3	$1.69B	Buy	20,727,670 +2,594,320	+14%	+$226M	0.24%	77
2024 Q2	$1.93B	Buy	18,133,350 +1,337,730	+8%	+$128M	0.29%	58
2024 Q1	$1.63B	Sell	16,795,620 -1,258,550	-7%	-$111M	0.26%	71
2023 Q4	$1.41B	Buy	18,054,170 +1,836,830	+11%	+$125M	0.25%	73
2023 Q3	$1.02B	Buy	16,217,340 +134,410	+0.8%	+$8.83M	0.21%	94
2023 Q2	$1.03B	Sell	16,082,930 -23,710	-0.1%	-$1.34M	0.2%	96
2023 Q1	$854M	Buy	16,106,640 +1,373,690	+9%	+$67.4M	0.19%	106
2022 Q4	$619M	Sell	14,732,950 -154,320	-1%	-$6.46M	0.15%	144
2022 Q3	$545M	Buy	14,887,270 +981,800	+7%	+$43.7M	0.14%	137
2022 Q2	$593M	Buy	13,905,470 +305,460	+2%	+$14.5M	0.15%	138
2022 Q1	$731M	Sell	13,600,010 -376,160	-3%	-$21.9M	0.16%	120
2021 Q4	$1.01B	Sell	13,976,170 -1,102,410	-7%	-$69.1M	0.21%	94
2021 Q3	$858M	Buy	15,078,580 +379,730	+3%	+$23.1M	0.19%	98
2021 Q2	$956M	Sell	14,698,850 -662,730	-4%	-$41.8M	0.21%	88
2021 Q1	$914M	Sell	15,361,580 -73,150	-0.5%	-$3.99M	0.21%	84
2020 Q4	$729M	Sell	15,434,730 -81,690	-0.5%	-$3.44M	0.17%	110
2020 Q3	$515M	Sell	15,516,420 -408,260	-3%	-$14.1M	0.14%	140
2020 Q2	$515M	Buy	15,924,680 +85,880	+0.5%	+$2.34M	0.15%	129
2020 Q1	$380M	Sell	15,838,800 -324,920	-2%	-$9.36M	0.14%	145
2019 Q4	$473M	Hold	16,163,720	–	–	0.13%	160
2019 Q3	$374M	Sell	16,163,720 -344,550	-2%	-$7.23M	0.11%	180
2019 Q2	$310M	Buy	16,508,270 +428,650	+3%	+$8.13M	0.1%	204
2019 Q1	$288M	Buy	16,079,620 +255,550	+2%	+$4.26M	0.09%	208
2018 Q4	$215M	Sell	15,824,070 -1,198,080	-7%	-$17.2M	0.08%	235
2018 Q3	$258M	Buy	17,022,150 +338,280	+2%	+$5.78M	0.08%	232
2018 Q2	$288M	Buy	16,683,870 +525,210	+3%	+$10.1M	0.1%	207
2018 Q1	$328M	Hold	16,158,660	–	–	0.12%	176
2017 Q4	$297M	Buy	16,158,660 +1,212,600	+8%	+$23.8M	0.11%	193
2017 Q3	$277M	Buy	14,946,060 +290,220	+2%	+$4.71M	0.1%	193
2017 Q2	$207M	Buy	14,655,840 +1,513,050	+12%	+$22.2M	0.08%	250
2017 Q1	$169M	Hold	13,142,790	–	–	0.07%	274
2016 Q4	$139M	Buy	13,142,790 +967,720	+8%	+$9.83M	0.06%	306
2016 Q3	$110M	Buy	12,175,070 +2,208,670	+22%	+$20.1M	0.05%	354
2016 Q2	$83.8M	Buy	9,966,400 +417,460	+4%	+$3.35M	0.04%	443
2016 Q1	$78.9M	Sell	9,548,940 -3,903,870	-29%	-$28.4M	0.04%	446
2015 Q4	$107M	Hold	13,452,810	–	–	0.05%	332
2015 Q3	$87.9M	Sell	13,452,810 -79,260	-0.6%	-$581K	0.05%	394
2015 Q2	$110M	Hold	13,532,070	–	–	0.06%	335
2015 Q1	$95M	Buy	13,532,070 +779,090	+6%	+$6.16M	0.05%	389
2014 Q4	$101M	Hold	12,752,980	–	–	0.05%	346
2014 Q3	$95.3M	Sell	12,752,980 -11,810,220	-48%	-$84.2M	0.05%	350
2014 Q2	$166M	Buy	24,563,200 +12,281,600	+100%	+$73.4M	0.04%	403
2014 Q1	$67.5M	Hold	12,281,600	–	–	0.04%	453
2013 Q4	$66.9M	Sell	12,281,600 -1,217,630	-9%	-$6.41M	0.04%	447
2013 Q3	$69.1M	Sell	13,499,230 -1,377,810	-9%	-$6.73M	0.04%	454
2013 Q2	$66M	Buy	+14,877,040	New	+$67.3M	0.04%	428

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank's LRCX Position: Q1 2026 in Review

Norges Bank sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 21,295,871 shares — an estimated $3.65B sold.

Norges Bank first reported a position in LRCX in Q2 2013 and held it in 50 quarters. The position peaked at $3.65B in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Norges Bank reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Norges Bank sold 21,295,871 Lam Research shares in Q1 2026, an estimated $3.65B.
Norges Bank first reported a position in Lam Research in Q2 2013 and held it in 50 quarters.
Norges Bank's Lam Research position peaked at $3.65B in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Norges Bank's 13F filing for Q1 2026.