Universal-Beteiligungs- und Servicegesellschaft’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
Q2
$586M Sell
1,353,418
-75,813
-5% -$23M 0.9% 15
2026
Q1
$305M Sell
1,429,231
-69,838
-5% -$15.6M 0.53% 26
2025
Q4
$258M Sell
1,499,069
-86,634
-5% -$13.5M 0.42% 33
2025
Q3
$212M Sell
1,585,703
-345,242
-18% -$36.6M 0.35% 45
2025
Q2
$188M Buy
1,930,945
+199,448
+12% +$15.8M 0.33% 53
2025
Q1
$126M Buy
1,731,497
+351,079
+25% +$27.6M 0.25% 84
2024
Q4
$99.7M Buy
+1,380,418
New +$105M 0.2% 105

Other funds holding LRCX

Universal-Beteiligungs- und Servicegesellschaft's LRCX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Lam Research (LRCX) stake by 5.3% in Q2 2026, selling an estimated $23M and leaving 1,353,418 shares worth $586M. The position accounts for 0.9% of the portfolio, ranked #15.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,353,418 shares of Lam Research worth $586M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 75,813 Lam Research shares in Q2 2026, an estimated $23M.
  • Lam Research made up 0.9% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #15 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.