Swedbank’s Lam Research LRCX Stock Holding History

Swedbank’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	$2.01B	Buy	4,649,445 +1,060,858	+30%	+$322M	1.74%	12
2026 Q1	$767M	Sell	3,588,587 -395,371	-10%	-$88.4M	0.81%	23
2025 Q4	$682M	Buy	3,983,958 +728,321	+22%	+$113M	0.66%	29
2025 Q3	$436M	Buy	3,255,637 +112,923	+4%	+$12M	0.44%	49
2025 Q2	$306M	Sell	3,142,714 -88,716	-3%	-$7.04M	0.34%	63
2025 Q1	$235M	Buy	3,231,430 +162,428	+5%	+$12.8M	0.31%	71
2024 Q4	$222M	Buy	3,069,002 +1,137,412	+59%	+$86.3M	0.27%	77
2024 Q3	$158M	Sell	1,931,590 -7,770	-0.4%	-$676K	0.2%	101
2024 Q2	$207M	Buy	+1,939,360	New	+$186M	0.28%	78
2024 Q1	–	Sell	-1,987,220	Closed	-$156M	–	658
2023 Q4	$156M	Sell	1,987,220 -12,890	-0.6%	-$878K	0.25%	81
2023 Q3	$125M	Buy	2,000,110 +16,220	+0.8%	+$1.07M	0.22%	88
2023 Q2	$128M	Buy	1,983,890 +29,240	+1%	+$1.65M	0.22%	96
2023 Q1	$104M	Buy	1,954,650 +111,580	+6%	+$5.48M	0.2%	104
2022 Q4	$77.5M	Sell	1,843,070 -796,880	-30%	-$33.3M	0.17%	124
2022 Q3	$96.6M	Sell	2,639,950 -332,580	-11%	-$14.8M	0.23%	90
2022 Q2	$127M	Sell	2,972,530 -2,310	-0.1%	-$110K	0.29%	78
2022 Q1	$160M	Buy	2,974,840 +381,410	+15%	+$22.2M	0.3%	73
2021 Q4	$186M	Buy	2,593,430 +213,130	+9%	+$13.4M	0.31%	62
2021 Q3	$135M	Buy	2,380,300 +404,870	+20%	+$24.6M	0.25%	82
2021 Q2	$129M	Buy	1,975,430 +77,170	+4%	+$4.87M	0.24%	92
2021 Q1	$113M	Buy	+1,898,260	New	+$103M	0.23%	102
2020 Q1	–	Sell	-1,909,770	Closed	-$55.9M	–	113
2019 Q4	$55.9M	Sell	1,909,770 -2,390	-0.1%	-$63.5K	0.23%	97
2019 Q3	$44.2M	Hold	1,912,160	–	–	0.2%	97
2019 Q2	$35.9M	Sell	1,912,160 -2,226,980	-54%	-$42.3M	0.16%	102
2019 Q1	$74.1M	Sell	4,139,140 -6,817,830	-62%	-$114M	0.35%	83
2018 Q4	$148M	Sell	10,956,970 -8,489,330	-44%	-$122M	0.82%	43
2018 Q3	$295M	Buy	19,446,300 +1,491,470	+8%	+$25.5M	1.32%	20
2018 Q2	$310M	Buy	17,954,830 +7,026,600	+64%	+$135M	1.53%	19
2018 Q1	$222M	Buy	+10,928,230	New	+$216M	1.15%	28

Other funds holding LRCX

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank's LRCX Position: Q2 2026 in Review

Swedbank increased its Lam Research (LRCX) stake by 30% in Q2 2026, buying an estimated $322M and bringing the position to 4,649,445 shares worth $2.01B. The position accounts for 1.74% of the portfolio, ranked #12.

Swedbank first reported a position in LRCX in Q1 2018 and has held it in 29 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Swedbank held 4,649,445 shares of Lam Research worth $2.01B as of Q2 2026.
Swedbank bought 1,060,858 Lam Research shares in Q2 2026, an estimated $322M.
Lam Research made up 1.74% of Swedbank's portfolio in Q2 2026, its #12 holding.
Swedbank first reported a position in Lam Research in Q1 2018 and has held it in 29 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.