Sumitomo Mitsui DS Asset Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78M | Buy |
180,116
+2,746
| +2% | +$834K | 0.54% | 43 |
|
|
2026
Q1 | $37.9M | Buy |
177,370
+8,851
| +5% | +$1.98M | 0.31% | 66 |
|
|
2025
Q4 | $28.8M | Buy |
168,519
+5,551
| +3% | +$863K | 0.23% | 88 |
|
|
2025
Q3 | $21.8M | Buy |
162,968
+7,890
| +5% | +$835K | 0.18% | 105 |
|
|
2025
Q2 | $15.1M | Buy |
155,078
+2,749
| +2% | +$218K | 0.14% | 137 |
|
|
2025
Q1 | $11.1M | Buy |
152,329
+7,484
| +5% | +$589K | 0.11% | 160 |
|
|
2024
Q4 | $10.5M | Buy |
144,845
+7,865
| +6% | +$597K | 0.11% | 158 |
|
|
2024
Q3 | $11.2M | Buy |
136,980
+2,650
| +2% | +$230K | 0.12% | 157 |
|
|
2024
Q2 | $14.3M | Buy |
134,330
+5,950
| +5% | +$571K | 0.17% | 108 |
|
|
2024
Q1 | $12.5M | Buy |
128,380
+5,670
| +5% | +$499K | 0.16% | 120 |
|
|
2023
Q4 | $9.61M | Buy |
122,710
+1,030
| +0.8% | +$70.2K | 0.13% | 167 |
|
|
2023
Q3 | $7.63M | Buy |
121,680
+4,910
| +4% | +$323K | 0.12% | 155 |
|
|
2023
Q2 | $7.51M | Buy |
116,770
+6,650
| +6% | +$375K | 0.12% | 157 |
|
|
2023
Q1 | $5.84M | Buy |
110,120
+1,240
| +1% | +$60.9K | 0.11% | 161 |
|
|
2022
Q4 | $4.58M | Buy |
108,880
+7,040
| +7% | +$294K | 0.09% | 181 |
|
|
2022
Q3 | $3.73M | Buy |
101,840
+5,170
| +5% | +$230K | 0.09% | 192 |
|
|
2022
Q2 | $4.12M | Buy |
96,670
+4,500
| +5% | +$214K | 0.1% | 174 |
|
|
2022
Q1 | $4.96M | Sell |
92,170
-90
| -0.1% | -$5.24K | 0.11% | 167 |
|
|
2021
Q4 | $6.63M | Buy |
92,260
+4,910
| +6% | +$308K | 0.14% | 139 |
|
|
2021
Q3 | $4.97M | Sell |
87,350
-1,280
| -1% | -$77.9K | 0.12% | 161 |
|
|
2021
Q2 | $5.77M | Sell |
88,630
-3,650
| -4% | -$230K | 0.14% | 148 |
|
|
2021
Q1 | $5.49M | Buy |
92,280
+110
| +0.1% | +$5.99K | 0.14% | 143 |
|
|
2020
Q4 | $4.35M | Sell |
92,170
-210
| -0.2% | -$8.84K | 0.12% | 162 |
|
|
2020
Q3 | $3.06M | Buy |
92,380
+1,110
| +1% | +$38.2K | 0.1% | 181 |
|
|
2020
Q2 | $2.95M | Sell |
91,270
-310
| -0.3% | -$8.45K | 0.1% | 171 |
|
|
2020
Q1 | $2.2M | Sell |
91,580
-120
| -0.1% | -$3.46K | 0.09% | 193 |
|
|
2019
Q4 | $2.68M | Sell |
91,700
-880
| -1% | -$23.4K | 0.09% | 222 |
|
|
2019
Q3 | $2.14M | Buy |
92,580
+5,460
| +6% | +$115K | 0.08% | 243 |
|
|
2019
Q2 | $1.64M | Sell |
87,120
-2,550,910
| -97% | -$48.4M | 0.07% | 269 |
|
|
2019
Q1 | $47.2M | Buy |
2,638,030
+2,065,580
| +361% | +$34.5M | 0.78% | 27 |
|
|
2018
Q4 | $7.79M | Sell |
572,450
-3,496,410
| -86% | -$50.1M | 0.14% | 141 |
|
|
2018
Q3 | $61.7M | Sell |
4,068,860
-2,189,990
| -35% | -$37.4M | 0.95% | 23 |
|
|
2018
Q2 | $108M | Buy |
6,258,850
+1,261,860
| +25% | +$24.3M | 1.66% | 9 |
|
|
2018
Q1 | $102M | Buy |
4,996,990
+3,259,670
| +188% | +$64.6M | 1.5% | 11 |
|
|
2017
Q4 | $32M | Buy |
1,737,320
+1,613,770
| +1,306% | +$31.7M | 0.48% | 55 |
|
|
2017
Q3 | $2.29M | Sell |
123,550
-5,750
| -4% | -$93.3K | 0.04% | 315 |
|
|
2017
Q2 | $1.83M | Sell |
129,300
-6,620
| -5% | -$97.1K | 0.03% | 363 |
|
|
2017
Q1 | $1.74M | Buy |
135,920
+11,610
| +9% | +$136K | 0.03% | 363 |
|
|
2016
Q4 | $1.31M | Sell |
124,310
-630
| -0.5% | -$6.4K | 0.03% | 392 |
|
|
2016
Q3 | $1.18M | Sell |
124,940
-195,340
| -61% | -$1.78M | 0.03% | 395 |
|
|
2016
Q2 | $2.69M | Buy |
320,280
+34,680
| +12% | +$279K | 0.08% | 215 |
|
|
2016
Q1 | $2.36M | Buy |
285,600
+173,760
| +155% | +$1.26M | 0.07% | 233 |
|
|
2015
Q4 | $888K | Sell |
111,840
-7,500
| -6% | -$56.4K | 0.03% | 423 |
|
|
2015
Q3 | $779K | Sell |
119,340
-5,850
| -5% | -$42.9K | 0.03% | 469 |
|
|
2015
Q2 | $1.02M | Buy |
125,190
+980
| +0.8% | +$7.7K | 0.03% | 429 |
|
|
2015
Q1 | $872K | Sell |
124,210
-10,230
| -8% | -$80.9K | 0.03% | 503 |
|
|
2014
Q4 | $1.07M | Sell |
134,440
-135,030
| -50% | -$1.05M | 0.03% | 447 |
|
|
2014
Q3 | $2.01M | Sell |
269,470
-1,180
| -0.4% | -$8.42K | 0.06% | 292 |
|
|
2014
Q2 | $1.83M | Sell |
270,650
-200,840
| -43% | -$1.2M | 0.05% | 331 |
|
|
2014
Q1 | $2.59M | Buy |
471,490
+73,040
| +18% | +$388K | 0.08% | 244 |
|
|
2013
Q4 | $2.17M | Buy |
398,450
+23,360
| +6% | +$123K | 0.06% | 273 |
|
|
2013
Q3 | $1.92M | Sell |
375,090
-83,100
| -18% | -$406K | 0.06% | 304 |
|
|
2013
Q2 | $2.03M | Buy |
+458,190
| New | +$2.07M | 0.06% | 293 |
|
Other funds holding LRCX
Sumitomo Mitsui DS Asset Management's LRCX Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management increased its Lam Research (LRCX) stake by 1.5% in Q2 2026, buying an estimated $834K and bringing the position to 180,116 shares worth $78M. The position accounts for 0.54% of the portfolio, ranked #43.
Sumitomo Mitsui DS Asset Management first reported a position in LRCX in Q2 2013 and has held it in 53 quarters since. The position peaked at $108M in Q2 2018. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 180,116 shares of Lam Research worth $78M as of Q2 2026.
- Sumitomo Mitsui DS Asset Management bought 2,746 Lam Research shares in Q2 2026, an estimated $834K.
- Lam Research made up 0.54% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #43 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 53 quarters since.
- Sumitomo Mitsui DS Asset Management's Lam Research position peaked at $108M in Q2 2018.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.