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Towarzystwo Funduszy Inwestycyjnych PZU SA’s Lam Research LRCX Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$1.02M Buy
2,361
+261
+12% +$79.2K 0.29% 55
2026
Q1 		$449K Sell
2,100
-375
-15% -$83.8K 0.15% 107
2025
Q4 		$424K Buy
2,475
+15
+0.6% +$2.33K 0.11% 119
2025
Q3 		$329K Sell
2,460
-190
-7% -$20.1K 0.08% 126
2025
Q2 		$258K Buy
2,650
+200
+8% +$15.9K 0.07% 128
2025
Q1 		$178K Hold
2,450
– – 0.06% 149
2024
Q4 		$177K Buy
2,450
+300
+14% +$22.8K 0.06% 138
2024
Q3 		$175K Buy
2,150
+250
+13% +$21.7K 0.06% 132
2024
Q2 		$202K Buy
1,900
+200
+12% +$19.2K 0.08% 112
2024
Q1 		$165K Hold
1,700
– – 0.07% 126
2023
Q4 		$133K Buy
+1,700
New +$116K 0.06% 134
2021
Q3 		$34.1K Hold
600
– – 0.04% 176
2021
Q2 		$39K Hold
600
– – 0.05% 164
2021
Q1 		$35.7K Hold
600
– – 0.05% 155
2020
Q4 		$28.3K Buy
+600
New +$25.2K 0.03% 165

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's LRCX Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Lam Research (LRCX) stake by 12% in Q2 2026, buying an estimated $79.2K and bringing the position to 2,361 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #55.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in LRCX in Q4 2020 and has held it in 15 quarters since. 2,425 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 2,361 shares of Lam Research worth $1.02M as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 261 Lam Research shares in Q2 2026, an estimated $79.2K.
  • Lam Research made up 0.29% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #55 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Lam Research in Q4 2020 and has held it in 15 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.