Aptus Capital Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.5M Sell
121,261
-17,107
-12% -$5.19M 0.36% 62
2026
Q1
$29.6M Sell
138,368
-166,306
-55% -$37.2M 0.23% 86
2025
Q4
$52.2M Buy
304,674
+3,143
+1% +$489K 0.37% 57
2025
Q3
$40.4M Buy
301,531
+262,043
+664% +$27.7M 0.29% 72
2025
Q2
$3.84M Sell
39,488
-10,151
-20% -$805K 0.03% 325
2025
Q1
$3.61M Buy
49,639
+11,269
+29% +$887K 0.04% 321
2024
Q4
$2.78M Buy
38,370
+22,120
+136% +$1.68M 0.03% 347
2024
Q3
$510K Buy
16,250
+580
+4% +$50.4K 0.01% 533
2024
Q2
$1.67M Buy
15,670
+680
+5% +$65.2K 0.03% 319
2024
Q1
$1.46M Buy
14,990
+5,140
+52% +$452K 0.03% 339
2023
Q4
$772K Sell
9,850
-630
-6% -$42.9K 0.02% 319
2023
Q3
$657K Buy
10,480
+4,820
+85% +$317K 0.02% 340
2023
Q2
$364K Sell
5,660
-260
-4% -$14.7K 0.01% 366
2023
Q1
$315K Sell
5,920
-82,820
-93% -$4.06M 0.01% 385
2022
Q4
$3.73M Sell
88,740
-130,830
-60% -$5.47M 0.11% 151
2022
Q3
$8.04M Sell
219,570
-3,150
-1% -$140K 0.19% 72
2022
Q2
$9.49M Buy
222,720
+6,850
+3% +$326K 0.25% 60
2022
Q1
$11.6M Buy
215,870
+38,170
+21% +$2.22M 0.29% 47
2021
Q4
$12.8M Buy
177,700
+33,170
+23% +$2.08M 0.38% 37
2021
Q3
$8.23M Buy
144,530
+11,440
+9% +$696K 0.21% 58
2021
Q2
$8.66M Buy
133,090
+5,360
+4% +$338K 0.25% 51
2021
Q1
$7.6M Sell
127,730
-42,720
-25% -$2.33M 0.27% 52
2020
Q4
$8.05M Sell
170,450
-14,000
-8% -$589K 0.37% 50
2020
Q3
$6.12M Buy
184,450
+6,940
+4% +$239K 0.32% 58
2020
Q2
$5.74M Sell
177,510
-2,520
-1% -$68.7K 0.36% 49
2020
Q1
$4.32M Buy
180,030
+99,320
+123% +$2.86M 0.37% 52
2019
Q4
$2.36M Buy
80,710
+11,270
+16% +$299K 0.17% 133
2019
Q3
$1.6M Sell
69,440
-12,030
-15% -$253K 0.09% 137
2019
Q2
$1.53M Sell
81,470
-37,170
-31% -$705K 0.22% 85
2019
Q1
$2.12M Buy
118,640
+3,420
+3% +$57.1K 0.36% 51
2018
Q4
$1.57M Buy
+115,220
New +$1.65M 0.41% 31

Other funds holding LRCX

Aptus Capital Advisors's LRCX Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $5.19M and leaving 121,261 shares worth $52.5M. The position accounts for 0.36% of the portfolio, ranked #62.

Aptus Capital Advisors first reported a position in LRCX in Q4 2018 and has held it in 31 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Aptus Capital Advisors held 121,261 shares of Lam Research worth $52.5M as of Q2 2026.
  • Aptus Capital Advisors sold 17,107 Lam Research shares in Q2 2026, an estimated $5.19M.
  • Lam Research made up 0.36% of Aptus Capital Advisors's portfolio in Q2 2026, its #62 holding.
  • Aptus Capital Advisors first reported a position in Lam Research in Q4 2018 and has held it in 31 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.