Tokio Marine 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
Q1 | $9.77M | Buy |
45,740
+1,062
| +2% | +$237K | 0.35% | 50 |
|
|
2025
Q4 | $7.65M | Buy |
44,678
+1,542
| +4% | +$240K | 0.26% | 66 |
|
|
2025
Q3 | $5.78M | Buy |
43,136
+832
| +2% | +$88.1K | 0.21% | 85 |
|
|
2025
Q2 | $4.12M | Sell |
42,304
-118,518
| -74% | -$9.4M | 0.16% | 113 |
|
|
2025
Q1 | $11.7M | Buy |
160,822
+21,362
| +15% | +$1.68M | 0.42% | 46 |
|
|
2024
Q4 | $10.1M | Buy |
139,460
+103,000
| +283% | +$7.81M | 0.36% | 52 |
|
|
2024
Q3 | $2.98M | Buy |
36,460
+1,980
| +6% | +$172K | 0.13% | 123 |
|
|
2024
Q2 | $3.67M | Sell |
34,480
-42,570
| -55% | -$4.08M | 0.18% | 91 |
|
|
2024
Q1 | $7.49M | Sell |
77,050
-20,830
| -21% | -$1.83M | 0.38% | 53 |
|
|
2023
Q4 | $7.67M | Sell |
97,880
-260
| -0.3% | -$17.7K | 0.42% | 53 |
|
|
2023
Q3 | $6.15M | Sell |
98,140
-1,960
| -2% | -$129K | 0.39% | 56 |
|
|
2023
Q2 | $6.44M | Sell |
100,100
-30,700
| -23% | -$1.73M | 0.41% | 54 |
|
|
2023
Q1 | $6.93M | Sell |
130,800
-10,050
| -7% | -$493K | 0.48% | 49 |
|
|
2022
Q4 | $5.92M | Buy |
140,850
+3,580
| +3% | +$150K | 0.46% | 52 |
|
|
2022
Q3 | $5.02M | Sell |
137,270
-510
| -0.4% | -$22.7K | 0.43% | 49 |
|
|
2022
Q2 | $5.87M | Buy |
137,780
+119,560
| +656% | +$5.69M | 0.52% | 44 |
|
|
2022
Q1 | $980K | Buy |
18,220
+5,030
| +38% | +$293K | 0.08% | 159 |
|
|
2021
Q4 | $949K | Buy |
13,190
+290
| +2% | +$18.2K | 0.08% | 159 |
|
|
2021
Q3 | $734K | Buy |
12,900
+1,030
| +9% | +$62.7K | 0.07% | 184 |
|
|
2021
Q2 | $772K | Buy |
11,870
+980
| +9% | +$61.9K | 0.07% | 160 |
|
|
2021
Q1 | $648K | Buy |
10,890
+1,240
| +13% | +$67.6K | 0.07% | 170 |
|
|
2020
Q4 | $456K | Buy |
9,650
+1,040
| +12% | +$43.8K | 0.05% | 188 |
|
|
2020
Q3 | $286K | Buy |
8,610
+1,000
| +13% | +$34.5K | 0.04% | 227 |
|
|
2020
Q2 | $246K | Buy |
+7,610
| New | +$208K | 0.04% | 216 |
|
|
2018
Q1 | – | Sell |
-11,380
| Closed | -$209K | – | 286 |
|
|
2017
Q4 | $209K | Sell |
11,380
-3,730
| -25% | -$73.3K | 0.03% | 293 |
|
|
2017
Q3 | $280K | Sell |
15,110
-4,890
| -24% | -$79.3K | 0.04% | 275 |
|
|
2017
Q2 | $283K | Sell |
20,000
-7,850
| -28% | -$115K | 0.04% | 314 |
|
|
2017
Q1 | $357K | Sell |
27,850
-7,630
| -22% | -$89.7K | 0.05% | 303 |
|
|
2016
Q4 | $375K | Sell |
35,480
-15,200
| -30% | -$154K | 0.04% | 271 |
|
|
2016
Q3 | $480K | Sell |
50,680
-6,950
| -12% | -$63.2K | 0.05% | 282 |
|
|
2016
Q2 | $484K | Sell |
57,630
-1,510
| -3% | -$12.1K | 0.05% | 303 |
|
|
2016
Q1 | $488K | Hold |
59,140
| – | – | 0.05% | 312 |
|
|
2015
Q4 | $470K | Sell |
59,140
-6,960
| -11% | -$52.3K | 0.05% | 310 |
|
|
2015
Q3 | $432K | Hold |
66,100
| – | – | 0.05% | 356 |
|
|
2015
Q2 | $538K | Sell |
66,100
-11,540
| -15% | -$90.6K | 0.05% | 321 |
|
|
2015
Q1 | $545K | Sell |
77,640
-12,480
| -14% | -$98.7K | 0.05% | 362 |
|
|
2014
Q4 | $715K | Sell |
90,120
-37,790
| -30% | -$293K | 0.06% | 309 |
|
|
2014
Q3 | $955K | Sell |
127,910
-16,500
| -11% | -$118K | 0.07% | 296 |
|
|
2014
Q2 | $976K | Sell |
144,410
-6,110
| -4% | -$36.5K | 0.07% | 314 |
|
|
2014
Q1 | $828K | Sell |
150,520
-16,000
| -10% | -$85K | 0.05% | 380 |
|
|
2013
Q4 | $907K | Sell |
166,520
-15,070
| -8% | -$79.3K | 0.06% | 364 |
|
|
2013
Q3 | $930K | Sell |
181,590
-7,650
| -4% | -$37.4K | 0.06% | 353 |
|
|
2013
Q2 | $839K | Buy |
+189,240
| New | +$856K | 0.05% | 389 |
|
Other funds holding LRCX
VCM
VPM
Tokio Marine Asset Management's LRCX Position: Q1 2026 in Review
Tokio Marine Asset Management increased its Lam Research (LRCX) stake by 2.4% in Q1 2026, buying an estimated $237K and bringing the position to 45,740 shares worth $9.77M. The position accounts for 0.35% of the portfolio, ranked #50.
Tokio Marine Asset Management first reported a position in LRCX in Q2 2013 and has held it in 43 quarters since. The position peaked at $11.7M in Q1 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Tokio Marine Asset Management held 45,740 shares of Lam Research worth $9.77M as of Q1 2026.
- Tokio Marine Asset Management bought 1,062 Lam Research shares in Q1 2026, an estimated $237K.
- Lam Research made up 0.35% of Tokio Marine Asset Management's portfolio in Q1 2026, its #50 holding.
- Tokio Marine Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 43 quarters since.
- Tokio Marine Asset Management's Lam Research position peaked at $11.7M in Q1 2025.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Tokio Marine Asset Management's 13F filing for Q1 2026, filed 13 May 2026.