PFA Pension Forsikringsaktieselskab’s Lam Research LRCX Stock Holding History

PFA Pension Forsikringsaktieselskab’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	$401M	Sell	926,200 -55,850	-6%	-$17M	1.02%	16
2026 Q1	$210M	Sell	982,050 -11,905	-1%	-$2.66M	0.63%	21
2025 Q4	$173M	Buy	+993,955	New	+$155M	0.49%	31

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

PFA Pension Forsikringsaktieselskab's LRCX Position: Q2 2026 in Review

PFA Pension Forsikringsaktieselskab reduced its Lam Research (LRCX) stake by 5.7% in Q2 2026, selling an estimated $17M and leaving 926,200 shares worth $401M. The position accounts for 1.02% of the portfolio, ranked #16.

PFA Pension Forsikringsaktieselskab first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,567 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

PFA Pension Forsikringsaktieselskab held 926,200 shares of Lam Research worth $401M as of Q2 2026.
PFA Pension Forsikringsaktieselskab sold 55,850 Lam Research shares in Q2 2026, an estimated $17M.
Lam Research made up 1.02% of PFA Pension Forsikringsaktieselskab's portfolio in Q2 2026, its #16 holding.
PFA Pension Forsikringsaktieselskab first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
2,567 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on PFA Pension Forsikringsaktieselskab's 13F filing for Q2 2026, filed 12 Aug 2026.