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Van Lanschot Kempen Investment Management’s Lam Research LRCX Stock Holding History

Van Lanschot Kempen Investment 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
Q1 		$31.8M Sell
148,761
-49,664
-25% -$11.1M 0.28% 66
2025
Q4 		$34M Buy
198,425
+144,861
+270% +$22.5M 0.29% 54
2025
Q3 		$7.17M Sell
53,564
-17,264
-24% -$1.83M 0.06% 186
2025
Q2 		$6.89M Buy
70,828
+18,901
+36% +$1.5M 0.07% 192
2025
Q1 		$3.78M Buy
51,927
+1,650
+3% +$130K 0.04% 194
2024
Q4 		$3.63M Sell
50,277
-503
-1% -$38.2K 0.04% 196
2024
Q3 		$4.14M Sell
50,780
-18,590
-27% -$1.62M 0.04% 174
2024
Q2 		$7.39M Sell
69,370
-5,330
-7% -$511K 0.08% 145
2024
Q1 		$7.26M Buy
74,700
+9,550
+15% +$840K 0.09% 142
2023
Q4 		$5.1M Sell
65,150
-970
-1% -$66.1K 0.07% 150
2023
Q3 		$4.14M Buy
66,120
+810
+1% +$53.2K 0.08% 130
2023
Q2 		$4.2M Sell
65,310
-12,780
-16% -$720K 0.08% 132
2023
Q1 		$4.14M Buy
78,090
+1,440
+2% +$70.7K 0.08% 134
2022
Q4 		$3.22M Buy
76,650
+7,400
+11% +$310K 0.09% 136
2022
Q3 		$2.54M Sell
69,250
-2,100
-3% -$93.5K 0.1% 131
2022
Q2 		$3.04M Buy
71,350
+25,840
+57% +$1.23M 0.11% 123
2022
Q1 		$2.45M Buy
45,510
+8,820
+24% +$513K 0.07% 141
2021
Q4 		$2.64M Sell
36,690
-4,380
-11% -$275K 0.08% 125
2021
Q3 		$2.34M Buy
41,070
+1,090
+3% +$66.3K 0.08% 133
2021
Q2 		$2.6M Buy
39,980
+3,150
+9% +$199K 0.09% 133
2021
Q1 		$2.19M Buy
+36,830
New +$2.01M 0.1% 115

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

Van Lanschot Kempen Investment Management's LRCX Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Lam Research (LRCX) stake by 25% in Q1 2026, selling an estimated $11.1M and leaving 148,761 shares worth $31.8M. The position accounts for 0.28% of the portfolio, ranked #66.

Van Lanschot Kempen Investment Management first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. The position peaked at $34M in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Van Lanschot Kempen Investment Management held 148,761 shares of Lam Research worth $31.8M as of Q1 2026.
  • Van Lanschot Kempen Investment Management sold 49,664 Lam Research shares in Q1 2026, an estimated $11.1M.
  • Lam Research made up 0.28% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #66 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
  • Van Lanschot Kempen Investment Management's Lam Research position peaked at $34M in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.