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Triglav Skladi’s Lam Research LRCX Stock Holding History

Triglav Skladi’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 		$40.8M Buy
94,115
+53,895
+134% +$16.4M 2.15% 14
2026
Q1 		$8.59M Buy
40,220
+35,220
+704% +$7.87M 0.6% 34
2025
Q4 		$856K Hold
5,000
– – 0.05% 140
2025
Q3 		$670K Hold
5,000
– – 0.04% 130
2025
Q2 		$487K Hold
5,000
– – 0.04% 124
2025
Q1 		$364K Sell
5,000
-9,750
-66% -$768K 0.03% 126
2024
Q4 		$1.07M Buy
+14,750
New +$1.12M 0.08% 103

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triglav Skladi's LRCX Position: Q2 2026 in Review

Triglav Skladi increased its Lam Research (LRCX) stake by 134% in Q2 2026, buying an estimated $16.4M and bringing the position to 94,115 shares worth $40.8M. The position accounts for 2.15% of the portfolio, ranked #14.

Triglav Skladi first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Triglav Skladi held 94,115 shares of Lam Research worth $40.8M as of Q2 2026.
  • Triglav Skladi bought 53,895 Lam Research shares in Q2 2026, an estimated $16.4M.
  • Lam Research made up 2.15% of Triglav Skladi's portfolio in Q2 2026, its #14 holding.
  • Triglav Skladi first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Triglav Skladi's 13F filing for Q2 2026, filed 11 Aug 2026.