SEB Asset Management’s Lam Research LRCX Stock Holding History

SEB Asset Management’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	$195M	Buy	448,909 +4,996	+1%	+$1.52M	0.73%	25
2026 Q1	$94.8M	Buy	+443,913	New	+$99.3M	0.41%	41

Other funds holding LRCX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

SEB Asset Management's LRCX Position: Q2 2026 in Review

SEB Asset Management increased its Lam Research (LRCX) stake by 1.1% in Q2 2026, buying an estimated $1.52M and bringing the position to 448,909 shares worth $195M. The position accounts for 0.73% of the portfolio, ranked #25.

SEB Asset Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

SEB Asset Management held 448,909 shares of Lam Research worth $195M as of Q2 2026.
SEB Asset Management bought 4,996 Lam Research shares in Q2 2026, an estimated $1.52M.
Lam Research made up 0.73% of SEB Asset Management's portfolio in Q2 2026, its #25 holding.
SEB Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SEB Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.