Royal London 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
$287M Sell
661,673
-12,223
-2% -$3.71M 0.53% 29
2026
Q1
$144M Sell
673,896
-14,489
-2% -$3.24M 0.3% 68
2025
Q4
$118M Sell
688,385
-10,652
-2% -$1.66M 0.25% 78
2025
Q3
$93.6M Sell
699,037
-12,122
-2% -$1.28M 0.2% 94
2025
Q2
$69.2M Sell
711,159
-23,064
-3% -$1.83M 0.16% 122
2025
Q1
$53.4M Buy
734,223
+68,572
+10% +$5.4M 0.13% 145
2024
Q4
$48.1M Buy
665,651
+12,831
+2% +$973K 0.12% 146
2024
Q3
$53.3M Buy
652,820
+18,840
+3% +$1.64M 0.13% 141
2024
Q2
$67.5M Buy
633,980
+40
+0% +$3.84K 0.17% 101
2024
Q1
$61.6M Sell
633,940
-27,370
-4% -$2.41M 0.15% 121
2023
Q4
$51.8M Buy
661,310
+3,800
+0.6% +$259K 0.15% 126
2023
Q3
$41.2M Buy
657,510
+46,250
+8% +$3.04M 0.13% 133
2023
Q2
$39.3M Buy
611,260
+109,520
+22% +$6.17M 0.13% 135
2023
Q1
$26.5M Buy
501,740
+9,590
+2% +$471K 0.11% 165
2022
Q4
$20.7M Buy
492,150
+14,050
+3% +$588K 0.09% 187
2022
Q3
$17.5M Sell
478,100
-21,870
-4% -$974K 0.09% 193
2022
Q2
$21.3M Hold
499,970
0.1% 175
2022
Q1
$26.9M Buy
499,970
+8,930
+2% +$520K 0.11% 168
2021
Q4
$35.3M Sell
491,040
-14,790
-3% -$927K 0.13% 140
2021
Q3
$28.8M Sell
505,830
-21,520
-4% -$1.31M 0.12% 156
2021
Q2
$34.3M Sell
527,350
-20,560
-4% -$1.3M 0.14% 135
2021
Q1
$32.6M Buy
547,910
+19,390
+4% +$1.06M 0.15% 136
2020
Q4
$24.9M Sell
528,520
-30,670
-5% -$1.29M 0.13% 151
2020
Q3
$18.9M Sell
559,190
-4,990
-0.9% -$172K 0.11% 164
2020
Q2
$17.4M Sell
564,180
-26,330
-4% -$718K 0.12% 165
2020
Q1
$15.1M Sell
590,510
-1,280
-0.2% -$36.9K 0.12% 175
2019
Q4
$17.3M Hold
591,790
0.12% 182
2019
Q3
$13.7M Sell
591,790
-14,640
-2% -$307K 0.1% 209
2019
Q2
$11.4M Sell
606,430
-27,010
-4% -$512K 0.11% 194
2019
Q1
$11.3M Sell
633,440
-217,620
-26% -$3.63M 0.09% 229
2018
Q4
$11.5M Buy
851,060
+46,040
+6% +$660K 0.1% 212
2018
Q3
$12.2M Sell
805,020
-19,560
-2% -$334K 0.13% 169
2018
Q2
$14.3M Buy
+824,580
New +$15.9M 0.14% 160
2016
Q2
$6.83M Sell
812,730
-31,362,980
-97% -$252M 0.11% 205
2016
Q1
$39K Buy
32,175,710
+31,361,850
+3,853% +$228M 0.06% 352
2015
Q4
$6.53M Buy
813,860
+243,320
+43% +$1.83M 0.1% 213
2015
Q3
$3.73M Buy
+570,540
New +$4.18M 0.06% 335
2014
Q4
$40.4K Buy
505,210
+106,570
+27% +$826K 0.08% 281
2014
Q3
$3M Buy
398,640
+18,590
+5% +$133K 0.08% 280
2014
Q2
$2.65M Sell
380,050
-1,590
-0.4% -$9.5K 0.06% 332
2014
Q1
$2.22M Sell
381,640
-43,560
-10% -$231K 0.05% 374
2013
Q4
$2.33M Buy
425,200
+880
+0.2% +$4.63K 0.06% 352
2013
Q3
$2.25M Hold
424,320
0.06% 352
2013
Q2
$1.9M Buy
+424,320
New +$1.92M 0.06% 381

Other funds holding LRCX

Royal London Asset Management's LRCX Position: Q2 2026 in Review

Royal London Asset Management reduced its Lam Research (LRCX) stake by 1.8% in Q2 2026, selling an estimated $3.71M and leaving 661,673 shares worth $287M. The position accounts for 0.53% of the portfolio, ranked #29.

Royal London Asset Management first reported a position in LRCX in Q2 2013 and has held it in 44 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Royal London Asset Management held 661,673 shares of Lam Research worth $287M as of Q2 2026.
  • Royal London Asset Management sold 12,223 Lam Research shares in Q2 2026, an estimated $3.71M.
  • Lam Research made up 0.53% of Royal London Asset Management's portfolio in Q2 2026, its #29 holding.
  • Royal London Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 44 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.