Sumitomo Mitsui Trust Group’s Lam Research LRCX Stock Holding History

Sumitomo Mitsui Trust Group’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	$1.3B	Sell	3,000,953 -98,360	-3%	-$29.9M	0.74%	21
2026 Q1	$662M	Sell	3,099,313 -144,573	-4%	-$32.3M	0.43%	38
2025 Q4	$555M	Sell	3,243,886 -14,649	-0.4%	-$2.28M	0.33%	52
2025 Q3	$436M	Buy	3,258,535 +22,826	+0.7%	+$2.42M	0.25%	75
2025 Q2	$315M	Buy	3,235,709 +47,478	+1%	+$3.77M	0.2%	102
2025 Q1	$232M	Buy	3,188,231 +27,708	+0.9%	+$2.18M	0.16%	130
2024 Q4	$228M	Sell	3,160,523 -248,027	-7%	-$18.8M	0.15%	128
2024 Q3	$278M	Buy	3,408,550 +280,890	+9%	+$24.4M	0.19%	105
2024 Q2	$333M	Sell	3,127,660 -253,630	-8%	-$24.3M	0.25%	81
2024 Q1	$329M	Sell	3,381,290 -13,550	-0.4%	-$1.19M	0.23%	88
2023 Q4	$266M	Sell	3,394,840 -61,410	-2%	-$4.19M	0.2%	113
2023 Q3	$217M	Sell	3,456,250 -36,450	-1%	-$2.39M	0.18%	123
2023 Q2	$225M	Sell	3,492,700 -690,320	-17%	-$38.9M	0.17%	125
2023 Q1	$222M	Sell	4,183,020 -502,080	-11%	-$24.6M	0.17%	132
2022 Q4	$197M	Sell	4,685,100 -234,810	-5%	-$9.82M	0.16%	143
2022 Q3	$180M	Buy	4,919,910 +185,010	+4%	+$8.24M	0.15%	154
2022 Q2	$202M	Sell	4,734,900 -167,360	-3%	-$7.97M	0.16%	142
2022 Q1	$264M	Sell	4,902,260 -427,360	-8%	-$24.9M	0.18%	123
2021 Q4	$383M	Buy	5,329,620 +440,020	+9%	+$27.6M	0.23%	92
2021 Q3	$278M	Sell	4,889,600 -12,100	-0.2%	-$736K	0.17%	126
2021 Q2	$319M	Sell	4,901,700 -57,220	-1%	-$3.61M	0.19%	122
2021 Q1	$295M	Buy	4,958,920 +53,970	+1%	+$2.94M	0.18%	122
2020 Q4	$232M	Sell	4,904,950 -680,790	-12%	-$28.6M	0.15%	150
2020 Q3	$185M	Sell	5,585,740 -499,320	-8%	-$17.2M	0.12%	180
2020 Q2	$197M	Sell	6,085,060 -2,943,830	-33%	-$80.3M	0.14%	161
2020 Q1	$217M	Buy	9,028,890 +2,641,170	+41%	+$76M	0.19%	121
2019 Q4	$187M	Buy	6,387,720 +315,010	+5%	+$8.37M	0.15%	155
2019 Q3	$140M	Buy	6,072,710 +24,670	+0.4%	+$518K	0.12%	197
2019 Q2	$114M	Sell	6,048,040 -359,520	-6%	-$6.82M	0.1%	225
2019 Q1	$115M	Sell	6,407,560 -53,090	-0.8%	-$886K	0.11%	214
2018 Q4	$87.5M	Buy	6,460,650 +828,310	+15%	+$11.9M	0.09%	233
2018 Q3	$85.4M	Buy	5,632,340 +205,180	+4%	+$3.5M	0.09%	240
2018 Q2	$93.8M	Sell	5,427,160 -39,950	-0.7%	-$770K	0.11%	206
2018 Q1	$111M	Sell	5,467,110 -104,210	-2%	-$2.06M	0.14%	168
2017 Q4	$103M	Buy	5,571,320 +17,720	+0.3%	+$348K	0.13%	178
2017 Q3	$103M	Sell	5,553,600 -53,450	-1%	-$867K	0.15%	166
2017 Q2	$79.3M	Buy	5,607,050 +286,620	+5%	+$4.2M	0.12%	202
2017 Q1	$68.3M	Buy	5,320,430 +278,360	+6%	+$3.27M	0.11%	224
2016 Q4	$53.3M	Buy	5,042,070 +360,430	+8%	+$3.66M	0.09%	261
2016 Q3	$44.3M	Buy	4,681,640 +374,460	+9%	+$3.41M	0.07%	308
2016 Q2	$36.2M	Sell	4,307,180 -30,010	-0.7%	-$241K	0.06%	352
2016 Q1	$35.8M	Buy	4,337,190 +110,730	+3%	+$805K	0.06%	354
2015 Q4	$33.9M	Sell	4,226,460 -639,330	-13%	-$4.81M	0.06%	361
2015 Q3	$31.8M	Buy	4,865,790 +91,590	+2%	+$671K	0.06%	362
2015 Q2	$38.8M	Sell	4,774,200 -107,210	-2%	-$842K	0.07%	321
2015 Q1	$34.3M	Buy	4,881,410 +355,240	+8%	+$2.81M	0.06%	361
2014 Q4	$36.2M	Sell	4,526,170 -72,170	-2%	-$559K	0.07%	322
2014 Q3	$34.4M	Sell	4,598,340 -38,020	-0.8%	-$271K	0.07%	329
2014 Q2	$31.3M	Sell	4,636,360 -168,150	-3%	-$1M	0.06%	354
2014 Q1	$26.4M	Sell	4,804,510 -89,820	-2%	-$477K	0.06%	401
2013 Q4	$26.6M	Buy	4,894,330 +138,790	+3%	+$730K	0.06%	399
2013 Q3	$24.3M	Buy	4,755,540 +212,010	+5%	+$1.04M	0.05%	424
2013 Q2	$20.1M	Buy	+4,543,530	New	+$20.5M	0.05%	455

Other funds holding LRCX

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's LRCX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Lam Research (LRCX) stake by 3.2% in Q2 2026, selling an estimated $29.9M and leaving 3,000,953 shares worth $1.3B. The position accounts for 0.74% of the portfolio, ranked #21.

Sumitomo Mitsui Trust Group first reported a position in LRCX in Q2 2013 and has held it in 53 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Sumitomo Mitsui Trust Group held 3,000,953 shares of Lam Research worth $1.3B as of Q2 2026.
Sumitomo Mitsui Trust Group sold 98,360 Lam Research shares in Q2 2026, an estimated $29.9M.
Lam Research made up 0.74% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #21 holding.
Sumitomo Mitsui Trust Group first reported a position in Lam Research in Q2 2013 and has held it in 53 quarters since.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.