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Activest Wealth Management’s Lam Research LRCX Stock Holding History

Activest Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Sell
267
-647
-71% -$196K 0.02% 171
2026
Q1 		$195K Sell
914
-654
-42% -$146K 0.03% 155
2025
Q4 		$268K Buy
1,568
+867
+124% +$135K 0.05% 126
2025
Q3 		$93.9K Buy
701
+159
+29% +$16.8K 0.02% 191
2025
Q2 		$52.8K Sell
542
-375
-41% -$29.7K 0.01% 202
2025
Q1 		$66.7K Buy
917
+363
+66% +$28.6K 0.02% 167
2024
Q4 		$40K Buy
554
+114
+26% +$8.65K 0.01% 191
2024
Q3 		$35.7K Buy
440
+380
+633% +$33K 0.01% 202
2024
Q2 		$6.06K Sell
60
-110
-65% -$10.6K ﹤0.01% 333
2024
Q1 		$16.2K Buy
+170
New +$15K 0.01% 187
2023
Q4 		– Sell
-1,540
Closed -$105K – 358
2023
Q3 		$96.8K Buy
1,540
+610
+66% +$40.1K 0.06% 59
2023
Q2 		$59.2K Buy
930
+100
+12% +$5.64K 0.04% 61
2023
Q1 		$44.1K Buy
+830
New +$40.7K 0.03% 92
2022
Q3 		– Sell
-870
Closed -$37K – 550
2022
Q2 		$37K Hold
870
– – 0.03% 109
2022
Q1 		$47K Buy
870
+230
+36% +$13.4K 0.03% 102
2021
Q4 		$46K Buy
+640
New +$40.1K 0.03% 111

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Activest Wealth Management's LRCX Position: Q2 2026 in Review

Activest Wealth Management reduced its Lam Research (LRCX) stake by 71% in Q2 2026, selling an estimated $196K and leaving 267 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #171.

Activest Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 16 quarters since. The position peaked at $268K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Activest Wealth Management held 267 shares of Lam Research worth $116K as of Q2 2026.
  • Activest Wealth Management sold 647 Lam Research shares in Q2 2026, an estimated $196K.
  • Lam Research made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Activest Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's Lam Research position peaked at $268K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.