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LRCX
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Position history for Erste Asset Management GmbH's holdings in LAM RESEARCH CORP

Erste Asset Management GmbH holds 870,675 shares of LRCX (LAM RESEARCH CORP), worth $179.8M as of 2026-Q1. The position was decreased (-25.3% shares). LRCX represents 1.7% of Erste Asset Management GmbH's portfolio.

Current Value

$179.8M

Current Shares

870,675

Total Value Change

+$58.9M

Total Shares Change

+756,740

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
Increased
1.2M
+924.1%
$87.3M1.1%$71.50
76
2024-Q3
Increased
117,234
+2.9%
$96.5M1.2%$81.71
48
2024-Q2
Decreased
113,935
-2.2%
$120.9M1.6%$104.88
0

Other major holders of LRCX: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

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