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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triglav Skladi's LRCX Position: Q1 2026 in Review

Triglav Skladi increased its Lam Research (LRCX) stake by 704% in Q1 2026, buying an estimated $7.87M and bringing the position to 40,220 shares worth $8.59M. The position accounts for 0.6% of the portfolio, ranked #34.

Triglav Skladi first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Triglav Skladi held 40,220 shares of Lam Research worth $8.59M as of Q1 2026.
  • Triglav Skladi bought 35,220 Lam Research shares in Q1 2026, an estimated $7.87M.
  • Lam Research made up 0.6% of Triglav Skladi's portfolio in Q1 2026, its #34 holding.
  • Triglav Skladi first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Triglav Skladi's 13F filing for Q1 2026, filed 4 May 2026.