Question 1

How many shares of LRCX does ROYAL LONDON ASSET MANAGEMENT LTD own?

Accepted Answer

As of 2026-Q2, ROYAL LONDON ASSET MANAGEMENT LTD holds 661,673 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is ROYAL LONDON ASSET MANAGEMENT LTD's LRCX position worth?

Accepted Answer

As of 2026-Q2, ROYAL LONDON ASSET MANAGEMENT LTD's LRCX position is worth $286.7M.

Question 3

Is ROYAL LONDON ASSET MANAGEMENT LTD buying or selling LRCX?

Accepted Answer

In 2026-Q2, ROYAL LONDON ASSET MANAGEMENT LTD decreased their LRCX position (-1.8% change in shares).

Question 4

When did ROYAL LONDON ASSET MANAGEMENT LTD first buy LRCX?

Accepted Answer

Based on available 13F filings, ROYAL LONDON ASSET MANAGEMENT LTD first reported a position in LRCX in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	661,673	-1.8%	$286.7M	0.5%	$433.33	0
2026-Q1	Decreased	673,896	-2.1%	$144M	0.3%	$217.27	0
2025-Q4	Decreased	688,385	-1.5%	$117.8M	0.2%	$173.78	0
2025-Q3	Decreased	699,037	-1.7%	$93.6M	0.2%	$130.87	0
2025-Q2	Decreased	711,159	-3.1%	$69.2M	0.2%	$96.85	0
2025-Q1	Increased	734,223	+10.3%	$53.4M	0.1%	$72.17	39
2024-Q4	Increased	665,651	+919.6%	$48.1M	0.1%	$71.50	56
2024-Q3	Increased	65,282	+3.0%	$53.3M	0.1%	$81.71	36