Question 1

How many shares of LRCX does Asset Management One Co., Ltd. own?

Accepted Answer

As of 2026-Q2, Asset Management One Co., Ltd. holds 630,534 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is Asset Management One Co., Ltd.'s LRCX position worth?

Accepted Answer

As of 2026-Q2, Asset Management One Co., Ltd.'s LRCX position is worth $273.2M.

Question 3

Is Asset Management One Co., Ltd. buying or selling LRCX?

Accepted Answer

In 2026-Q2, Asset Management One Co., Ltd. decreased their LRCX position (-5.7% change in shares).

Question 4

When did Asset Management One Co., Ltd. first buy LRCX?

Accepted Answer

Based on available 13F filings, Asset Management One Co., Ltd. first reported a position in LRCX in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	630,534	-5.7%	$273.2M	0.7%	$433.33	0
2026-Q1	Increased	668,713	+2.1%	$142.9M	0.4%	$217.27	37
2025-Q4	Increased	654,768	+9.4%	$114.8M	0.3%	$173.78	39
2025-Q3	Increased	598,637	+8.3%	$80.2M	0.2%	$130.87	39
2025-Q2	Increased	552,691	+1.9%	$53.8M	0.2%	$96.85	36
2025-Q1	Increased	542,215	+6.4%	$39.4M	0.1%	$72.17	37
2024-Q4	Increased	509,753	+842.6%	$37.4M	0.1%	$71.50	56
2024-Q3	Decreased	54,080	-12.3%	$44.1M	0.2%	$81.71	0