Arete Wealth Advisors’s Lam Research LRCX Stock Holding History

Arete Wealth Advisors’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 Q1	$2.81M	Sell	13,174 -10,317	-44%	-$2.31M	0.21%	121
2025 Q4	$4.02M	Buy	23,491 +16,624	+242%	+$2.59M	0.24%	88
2025 Q3	$920K	Buy	6,867 +3,409	+99%	+$361K	0.06%	293
2025 Q2	$337K	Buy	3,458 +399	+13%	+$31.6K	0.02%	524
2025 Q1	$222K	Sell	3,059 -127	-4%	-$10K	0.02%	643
2024 Q4	$230K	Buy	+3,186	New	+$242K	0.02%	653
2024 Q3	–	Sell	-2,030	Closed	-$216K	–	773
2024 Q2	$216K	Buy	+2,030	New	+$195K	0.02%	632
2022 Q4	–	Sell	-7,110	Closed	-$260K	–	677
2022 Q3	$260K	Buy	7,110 +1,830	+35%	+$81.5K	0.03%	442
2022 Q2	$224K	Buy	+5,280	New	+$251K	0.02%	403
2021 Q3	–	Sell	-4,070	Closed	-$238K	–	435
2021 Q2	$238K	Buy	+4,070	New	+$257K	0.03%	300
2020 Q2	–	Sell	-8,980	Closed	-$215K	–	392
2020 Q1	$215K	Sell	8,980 -100	-1%	-$2.88K	0.04%	294
2019 Q4	$266K	Sell	9,080 -110	-1%	-$2.92K	0.05%	319
2019 Q3	$212K	Buy	+9,190	New	+$193K	0.04%	362

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's LRCX Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Lam Research (LRCX) stake by 44% in Q1 2026, selling an estimated $2.31M and leaving 13,174 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #121.

Arete Wealth Advisors first reported a position in LRCX in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.02M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Arete Wealth Advisors held 13,174 shares of Lam Research worth $2.81M as of Q1 2026.
Arete Wealth Advisors sold 10,317 Lam Research shares in Q1 2026, an estimated $2.31M.
Lam Research made up 0.21% of Arete Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Arete Wealth Advisors first reported a position in Lam Research in Q3 2019 and has held it in 13 quarters since.
Arete Wealth Advisors's Lam Research position peaked at $4.02M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.