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LRCXLRCX
7 quarters

Position history for Erste Asset Management GmbHErste Asset Management GmbH's holdings in LAM RESEARCH CORP COM NEW

Erste Asset Management GmbH holds 641,871 shares of LRCX (LAM RESEARCH CORP COM NEW), worth $266.2M as of 2026-Q2. The position was decreased (-26.3% shares). LRCX represents 2.1% of Erste Asset Management GmbH's portfolio.

Current Value

$266.2M

Current Shares

641,871

Total Value Change

+$178.9M

Total Shares Change

-558,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
641,871
-26.3%
$266.2M2.1%$433.33
0
2026-Q1
Decreased
870,675
-25.3%
$179.8M1.7%$217.27
0
2025-Q4
Increased
1.2M
+24.9%
$202M1.7%$173.78
59
2025-Q3
Decreased
932,922
-35.4%
$122.2M1.2%$130.87
0
2025-Q2
Increased
1.4M
+14.4%
$140.4M1.2%$96.85
54
2025-Q1
Increased
1.3M
+5.1%
$92M1.2%$72.17
50
2024-Q4
New
1.2M
-
$87.3M1.1%$71.50
68

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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