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Storebrand Asset Management’s Lam Research LRCX Stock Holding History

Storebrand 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 		$366M Sell
844,760
-58,506
-6% -$17.8M 0.9% 17
2026
Q1 		$193M Buy
903,266
+15,666
+2% +$3.5M 0.55% 26
2025
Q4 		$152M Buy
887,600
+49,037
+6% +$7.63M 0.41% 39
2025
Q3 		$112M Buy
838,563
+63,540
+8% +$6.73M 0.3% 69
2025
Q2 		$75.4M Sell
775,023
-738,669
-49% -$58.6M 0.22% 100
2025
Q1 		$110M Buy
1,513,692
+757,071
+100% +$59.6M 0.36% 56
2024
Q4 		$54.7M Sell
756,621
-185,369
-20% -$14.1M 0.17% 124
2024
Q3 		$76.9M Buy
941,990
+87,950
+10% +$7.65M 0.24% 91
2024
Q2 		$90.9M Buy
854,040
+36,130
+4% +$3.47M 0.3% 75
2024
Q1 		$79.5M Sell
817,910
-35,660
-4% -$3.14M 0.27% 90
2023
Q4 		$66.9M Buy
853,570
+53,050
+7% +$3.62M 0.24% 97
2023
Q3 		$50.2M Buy
800,520
+15,190
+2% +$998K 0.24% 104
2023
Q2 		$50.5M Buy
785,330
+97,330
+14% +$5.49M 0.23% 109
2023
Q1 		$36.5M Buy
688,000
+15,430
+2% +$757K 0.18% 147
2022
Q4 		$28.3M Buy
672,570
+4,200
+0.6% +$176K 0.16% 174
2022
Q3 		$24.5M Hold
668,370
– – 0.15% 178
2022
Q2 		$28.5M Sell
668,370
-4,740
-0.7% -$226K 0.16% 158
2022
Q1 		$36.2M Sell
673,110
-280,810
-29% -$16.3M 0.17% 143
2021
Q4 		$68.6M Sell
953,920
-42,910
-4% -$2.69M 0.3% 71
2021
Q3 		$56.7M Sell
996,830
-127,310
-11% -$7.74M 0.28% 81
2021
Q2 		$73.1M Buy
1,124,140
+197,260
+21% +$12.5M 0.36% 62
2021
Q1 		$55.2M Buy
926,880
+113,200
+14% +$6.17M 0.29% 75
2020
Q4 		$38.4M Sell
813,680
-64,510
-7% -$2.71M 0.23% 105
2020
Q3 		$29.1M Sell
878,190
-37,120
-4% -$1.28M 0.21% 111
2020
Q2 		$29.6M Sell
915,310
-89,050
-9% -$2.43M 0.24% 90
2020
Q1 		$24.1M Buy
+1,004,360
New +$28.9M 0.25% 93

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Storebrand Asset Management reduced its Lam Research (LRCX) stake by 6.5% in Q2 2026, selling an estimated $17.8M and leaving 844,760 shares worth $366M. The position accounts for 0.9% of the portfolio, ranked #17.

Storebrand Asset Management first reported a position in LRCX in Q1 2020 and has held it in 26 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Storebrand Asset Management held 844,760 shares of Lam Research worth $366M as of Q2 2026.
  • Storebrand Asset Management sold 58,506 Lam Research shares in Q2 2026, an estimated $17.8M.
  • Lam Research made up 0.9% of Storebrand Asset Management's portfolio in Q2 2026, its #17 holding.
  • Storebrand Asset Management first reported a position in Lam Research in Q1 2020 and has held it in 26 quarters since.
  • 2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.