UniSuper Management’s Lam Research LRCX Stock Holding History

UniSuper Management’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	$104M	Buy	240,066 +30,339	+14%	+$9.21M	0.54%	36
2026 Q1	$44.8M	Sell	209,727 -14,256	-6%	-$3.19M	0.29%	72
2025 Q4	$38.3M	Sell	223,983 -18,072	-7%	-$2.81M	0.23%	84
2025 Q3	$32.4M	Sell	242,055 -4,706	-2%	-$498K	0.2%	94
2025 Q2	$24M	Sell	246,761 -9,755	-4%	-$774K	0.16%	108
2025 Q1	$18.6M	Buy	256,516 +10,400	+4%	+$819K	0.14%	116
2024 Q4	$17.8M	Sell	246,116 -201,764	-45%	-$15.3M	0.13%	117
2024 Q3	$36.6M	Buy	447,880 +52,480	+13%	+$4.56M	0.28%	76
2024 Q2	$42.1M	Buy	395,400 +45,190	+13%	+$4.33M	0.35%	55
2024 Q1	$34M	Buy	350,210 +193,270	+123%	+$17M	0.33%	70
2023 Q4	$12.3M	Sell	156,940 -60	-0%	-$4.09K	0.14%	119
2023 Q3	$9.84M	Hold	157,000	–	–	0.12%	127
2023 Q2	$10.1M	Buy	+157,000	New	+$8.85M	0.11%	131

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UniSuper Management's LRCX Position: Q2 2026 in Review

UniSuper Management increased its Lam Research (LRCX) stake by 14% in Q2 2026, buying an estimated $9.21M and bringing the position to 240,066 shares worth $104M. The position accounts for 0.54% of the portfolio, ranked #36.

UniSuper Management first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

UniSuper Management held 240,066 shares of Lam Research worth $104M as of Q2 2026.
UniSuper Management bought 30,339 Lam Research shares in Q2 2026, an estimated $9.21M.
Lam Research made up 0.54% of UniSuper Management's portfolio in Q2 2026, its #36 holding.
UniSuper Management first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.