SEB Asset Management
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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
Q3 		$199M Buy
605,574
+156,665
+35% +$48.9M 0.74% 20
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

SEB Asset Management's LRCX Position: Q3 2026 in Review

SEB Asset Management increased its Lam Research (LRCX) stake by 35% in Q3 2026, buying an estimated $48.9M and bringing the position to 605,574 shares worth $199M. The position accounts for 0.74% of the portfolio, ranked #20.

SEB Asset Management first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • SEB Asset Management held 605,574 shares of Lam Research worth $199M as of Q3 2026.
  • SEB Asset Management bought 156,665 Lam Research shares in Q3 2026, an estimated $48.9M.
  • Lam Research made up 0.74% of SEB Asset Management's portfolio in Q3 2026, its #20 holding.
  • SEB Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on SEB Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.