Question 1

How many shares of LRCX does Sumitomo Mitsui DS Asset Management Company, Ltd own?

Accepted Answer

As of 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd holds 180,116 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is Sumitomo Mitsui DS Asset Management Company, Ltd's LRCX position worth?

Accepted Answer

As of 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd's LRCX position is worth $78M.

Question 3

Is Sumitomo Mitsui DS Asset Management Company, Ltd buying or selling LRCX?

Accepted Answer

In 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd increased their LRCX position (+1.6% change in shares).

Question 4

When did Sumitomo Mitsui DS Asset Management Company, Ltd first buy LRCX?

Accepted Answer

Based on available 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd first reported a position in LRCX in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	180,116	+1.6%	$78M	0.5%	$433.33	42
2026-Q1	Increased	177,370	+5.3%	$37.9M	0.3%	$217.27	37
2025-Q4	Increased	168,519	+3.4%	$28.8M	0.2%	$173.78	36
2025-Q3	Increased	162,968	+5.1%	$21.8M	0.2%	$130.87	36
2025-Q2	Increased	155,078	+1.8%	$15.1M	0.1%	$96.85	34
2025-Q1	Increased	152,329	+5.2%	$11.1M	0.1%	$72.17	35
2024-Q4	Increased	144,845	+957.4%	$10.5M	0.1%	$71.50	54
2024-Q3	Increased	13,698	+2.0%	$11.2M	0.1%	$81.71	34
2024-Q2	Increased	13,433	+4.6%	$14.3M	0.2%	$104.88	35
2024-Q1	Increased	12,838	+4.6%	$12.5M	0.2%	$95.51	35
2023-Q4	Increased	12,271	+0.8%	$9.6M	0.1%	$76.83	33
2023-Q3	Increased	12,168	+4.2%	$7.6M	0.1%	$61.32	34
2023-Q2	Increased	11,677	+6.0%	$7.5M	0.1%	$62.46	35
2023-Q1	Increased	11,012	+1.1%	$5.8M	0.1%	$51.68	33
2022-Q4	Increased	10,888	+6.9%	$4.6M	0.1%	$40.73	29
2022-Q3	Increased	10,184	+5.3%	$3.7M	0.1%	$35.78	28
2022-Q2	Increased	9,667	+4.9%	$4.1M	0.1%	$41.07	28
2022-Q1	Decreased	9,217	-0.1%	$5M	0.1%	$52.58	0
2021-Q4	Increased	9,226	+5.6%	$6.6M	0.1%	$68.64	34
2021-Q3	Decreased	8,735	-1.4%	$5M	0.1%	$54.11	0
2021-Q2	Decreased	8,863	-4.0%	$5.8M	0.1%	$61.99	0
2021-Q1	Increased	9,228	+0.1%	$5.5M	0.1%	$54.35	32
2020-Q4	Decreased	9,217	-0.2%	$4.4M	0.1%	$45.87	0
2020-Q3	Increased	9,238	+1.2%	$3.1M	0.1%	$31.90	27
2020-Q2	Decreased	9,127	-0.3%	$3M	0.1%	$29.02	0
2020-Q1	Decreased	9,158	-0.1%	$2.2M	0.1%	$23.92	0
2019-Q4	Decreased	9,170	-0.9%	$2.7M	0.1%	$27.25	0
2019-Q3	Increased	9,258	+6.3%	$2.1M	0.1%	$21.23	28
2019-Q2	Decreased	8,712	-96.7%	$1.6M	0.1%	$17.34	0
2019-Q1	New	263,803	-	$47.2M	0.8%	$16.43	57

LRCX30 quarters

LRCX
30 quarters