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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
Q2 		$6.62M Buy
15,267
+2,093
+16% +$635K 0.44% 60
2026
Q1 		$2.81M Sell
13,174
-10,316
-44% -$2.31M 0.21% 121
2025
Q4 		$4.02M Buy
23,490
+16,623
+242% +$2.59M 0.28% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's LRCX Position: Q2 2026 in Review

Arete Wealth Advisors increased its Lam Research (LRCX) stake by 16% in Q2 2026, buying an estimated $635K and bringing the position to 15,267 shares worth $6.62M. The position accounts for 0.44% of the portfolio, ranked #60.

Arete Wealth Advisors first reported a position in LRCX in Q3 2019 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Arete Wealth Advisors held 15,267 shares of Lam Research worth $6.62M as of Q2 2026.
  • Arete Wealth Advisors bought 2,093 Lam Research shares in Q2 2026, an estimated $635K.
  • Lam Research made up 0.44% of Arete Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Arete Wealth Advisors first reported a position in Lam Research in Q3 2019 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.