Securian Asset Management’s Lam Research LRCX Stock Holding History

Securian 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	$10.4M	Sell	33,270 -607	-2%	-$184K	0.37%	40
2026 Q1	$7.24M	Sell	33,877 -276	-0.8%	-$61.7K	0.29%	51
2025 Q4	$5.85M	Sell	34,153 -26,968	-44%	-$4.19M	0.22%	61
2025 Q3	$8.18M	Sell	61,121 -5,684	-9%	-$602K	0.22%	73
2025 Q2	$6.5M	Sell	66,805 -1,192	-2%	-$94.5K	0.19%	102
2025 Q1	$4.94M	Buy	+67,997	New	+$5.35M	0.15%	122
2024 Q4	–	Sell	-72,570	Closed	-$5.92M	–	930
2024 Q3	$5.92M	Sell	72,570 -3,660	-5%	-$318K	0.17%	105
2024 Q2	$8.12M	Sell	76,230 -1,000	-1%	-$95.9K	0.24%	75
2024 Q1	$7.5M	Sell	77,230 -6,480	-8%	-$570K	0.22%	82
2023 Q4	$6.56M	Sell	83,710 -11,670	-12%	-$795K	0.19%	97
2023 Q3	$5.98M	Sell	95,380 -17,230	-15%	-$1.13M	0.18%	108
2023 Q2	$7.24M	Sell	112,610 -3,070	-3%	-$173K	0.19%	104
2023 Q1	$6.13M	Hold	115,680	–	–	0.16%	119
2022 Q4	$4.86M	Sell	115,680 -1,260	-1%	-$52.7K	0.14%	141
2022 Q3	$4.28M	Sell	116,940 -1,250	-1%	-$55.6K	0.13%	144
2022 Q2	$5.04M	Sell	118,190 -1,090	-0.9%	-$51.9K	0.12%	175
2022 Q1	$6.41M	Sell	119,280 -2,430	-2%	-$141K	0.13%	166
2021 Q4	$8.75M	Sell	121,710 -2,820	-2%	-$177K	0.16%	140
2021 Q3	$7.09M	Sell	124,530 -1,000	-0.8%	-$60.8K	0.15%	153
2021 Q2	$8.17M	Sell	125,530 -1,000	-0.8%	-$63.1K	0.17%	137
2021 Q1	$7.53M	Sell	126,530 -4,550	-3%	-$248K	0.16%	142
2020 Q4	$6.19M	Sell	131,080 -4,270	-3%	-$180K	0.14%	162
2020 Q3	$4.49M	Sell	135,350 -2,220	-2%	-$76.5K	0.11%	198
2020 Q2	$4.45M	Sell	137,570 -7,830	-5%	-$214K	0.11%	193
2020 Q1	$3.49M	Sell	145,400 -1,860	-1%	-$53.6K	0.1%	211
2019 Q4	$4.31M	Sell	147,260 -860	-0.6%	-$22.8K	0.1%	223
2019 Q3	$3.42M	Sell	148,120 -5,350	-3%	-$112K	0.08%	255
2019 Q2	$2.88M	Sell	153,470 -3,170	-2%	-$60.1K	0.07%	280
2019 Q1	$2.8M	Sell	156,640 -1,000	-0.6%	-$16.7K	0.07%	272
2018 Q4	$2.15M	Sell	157,640 -5,010	-3%	-$71.8K	0.06%	301
2018 Q3	$2.47M	Sell	162,650 -6,620	-4%	-$113K	0.06%	297
2018 Q2	$2.93M	Buy	169,270 +1,710	+1%	+$32.9K	0.07%	265
2018 Q1	$3.4M	Hold	167,560	–	–	0.09%	242
2017 Q4	$3.08M	Buy	167,560 +2,360	+1%	+$46.4K	0.08%	256
2017 Q3	$3.06M	Buy	165,200 +3,040	+2%	+$49.3K	0.08%	252
2017 Q2	$2.29M	Sell	162,160 -2,000	-1%	-$29.3K	0.06%	309
2017 Q1	$2.11M	Buy	164,160 +1,020	+0.6%	+$12K	0.06%	317
2016 Q4	$1.73M	Buy	163,140 +3,480	+2%	+$35.3K	0.05%	362
2016 Q3	$1.51M	Buy	159,660 +2,820	+2%	+$25.7K	0.04%	375
2016 Q2	$1.32M	Buy	156,840 +2,430	+2%	+$19.5K	0.04%	394
2016 Q1	$1.27M	Buy	154,410 +260	+0.2%	+$1.89K	0.04%	406
2015 Q4	$1.22M	Buy	154,150 +6,170	+4%	+$46.4K	0.04%	408
2015 Q3	$967K	Sell	147,980 -1,000	-0.7%	-$7.33K	0.03%	469
2015 Q2	$1.21M	Buy	148,980 +820	+0.6%	+$6.44K	0.04%	414
2015 Q1	$1.04M	Buy	148,160 +4,340	+3%	+$34.3K	0.03%	486
2014 Q4	$1.14M	Buy	143,820 +820	+0.6%	+$6.36K	0.04%	419
2014 Q3	$1.07M	Hold	143,000	–	–	0.04%	426
2014 Q2	$966K	Sell	143,000 -480	-0.3%	-$2.87K	0.03%	464
2014 Q1	$789K	Buy	143,480 +100	+0.1%	+$531	0.03%	534
2013 Q4	$781K	Buy	143,380 +40	+0%	+$210	0.03%	537
2013 Q3	$734K	Buy	143,340 +2,260	+2%	+$11K	0.03%	540
2013 Q2	$626K	Buy	+141,080	New	+$638K	0.03%	569

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Securian Asset Management reduced its Lam Research (LRCX) stake by 1.8% in Q2 2026, selling an estimated $184K and leaving 33,270 shares worth $10.4M. The position accounts for 0.37% of the portfolio, ranked #40.

Securian Asset Management first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 899 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Securian Asset Management held 33,270 shares of Lam Research worth $10.4M as of Q2 2026.
Securian Asset Management sold 607 Lam Research shares in Q2 2026, an estimated $184K.
Lam Research made up 0.37% of Securian Asset Management's portfolio in Q2 2026, its #40 holding.
Securian Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
899 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Securian Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.