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Siemens Fonds Invest’s Lam Research LRCX Stock Holding History

Siemens Fonds Invest’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 		$22.9M Sell
52,745
-1,080
-2% -$328K 1.12% 14
2026
Q1 		$11.5M Sell
53,825
-2,300
-4% -$514K 0.66% 23
2025
Q4 		$9.75M Sell
56,125
-4,790
-8% -$745K 0.52% 26
2025
Q3 		$8.16M Sell
60,915
-1,614
-3% -$171K 0.45% 36
2025
Q2 		$6.09M Buy
62,529
+2,404
+4% +$191K 0.36% 61
2025
Q1 		$4.37M Sell
60,125
-4,115
-6% -$324K 0.3% 85
2024
Q4 		$4.63M Hold
64,240
– – 0.31% 70
2024
Q3 		$3.86M Sell
64,240
-1,740
-3% -$151K 0.31% 89
2024
Q2 		$7.03M Buy
65,980
+550
+0.8% +$52.7K 0.53% 40
2024
Q1 		$6.36M Buy
65,430
+4,550
+7% +$400K 0.49% 43
2023
Q4 		$4.77M Buy
60,880
+5,420
+10% +$369K 0.39% 66
2023
Q3 		$3.48M Sell
55,460
-12,090
-18% -$794K 0.35% 73
2023
Q2 		$4.32M Hold
67,550
– – 0.42% 58
2023
Q1 		$3.58M Sell
67,550
-290
-0.4% -$14.2K 0.38% 80
2022
Q4 		$2.85M Sell
67,840
-3,100
-4% -$130K 0.29% 98
2022
Q3 		$2.6M Sell
70,940
-2,270
-3% -$101K 0.3% 99
2022
Q2 		$3.12M Sell
73,210
-1,490
-2% -$70.9K 0.33% 85
2022
Q1 		$4.02M Sell
74,700
-360
-0.5% -$21K 0.33% 74
2021
Q4 		$5.39M Buy
75,060
+9,730
+15% +$610K 0.36% 57
2021
Q3 		$3.72M Buy
+65,330
New +$3.97M 0.25% 85

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Siemens Fonds Invest's LRCX Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Lam Research (LRCX) stake by 2% in Q2 2026, selling an estimated $328K and leaving 52,745 shares worth $22.9M. The position accounts for 1.12% of the portfolio, ranked #14.

Siemens Fonds Invest first reported a position in LRCX in Q3 2021 and has held it in 20 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Siemens Fonds Invest held 52,745 shares of Lam Research worth $22.9M as of Q2 2026.
  • Siemens Fonds Invest sold 1,080 Lam Research shares in Q2 2026, an estimated $328K.
  • Lam Research made up 1.12% of Siemens Fonds Invest's portfolio in Q2 2026, its #14 holding.
  • Siemens Fonds Invest first reported a position in Lam Research in Q3 2021 and has held it in 20 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.