Question 1

How many shares of LRCX does AVIVA PLC own?

Accepted Answer

As of 2026-Q2, AVIVA PLC holds 1.1M shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is AVIVA PLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, AVIVA PLC's LRCX position is worth $488.1M.

Question 3

Is AVIVA PLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, AVIVA PLC increased their LRCX position (+0.9% change in shares).

Question 4

When did AVIVA PLC first buy LRCX?

Accepted Answer

Based on available 13F filings, AVIVA PLC 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	Increased	1.1M	+0.9%	$488.1M	0.7%	$433.33	44
2026-Q1	Increased	1.1M	+3.0%	$238.5M	0.4%	$217.27	38
2025-Q4	Increased	1.1M	+5.4%	$185.6M	0.3%	$173.78	38
2025-Q3	Increased	1M	+6.3%	$137.7M	0.3%	$130.87	39
2025-Q2	Decreased	967,245	-3.6%	$94.2M	0.2%	$96.85	0
2025-Q1	Increased	1M	+16.3%	$72.9M	0.2%	$72.17	41
2024-Q4	Increased	862,455	+881.5%	$62.3M	0.2%	$71.50	57
2024-Q3	Increased	87,868	+2.4%	$71.7M	0.2%	$81.71	36