Argonautica Private Wealth Management’s Lam Research LRCX Stock Holding History

Argonautica Private 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	$5.95M	Buy	13,737 +196	+1%	+$59.5K	1.45%	14
2026 Q1	$2.89M	Sell	13,541 -97	-0.7%	-$21.7K	0.88%	37
2025 Q4	$2.33M	Sell	13,638 -645	-5%	-$100K	0.69%	44
2025 Q3	$1.91M	Hold	14,283	–	–	0.56%	50
2025 Q2	$1.39M	Sell	14,283 -30	-0.2%	-$2.38K	0.44%	56
2025 Q1	$1.04M	Sell	14,313 -81	-0.6%	-$6.38K	0.36%	63
2024 Q4	$1.04M	Buy	+14,394	New	+$1.09M	0.34%	66
2024 Q3	–	Sell	-14,390	Closed	-$1.53M	–	201
2024 Q2	$1.53M	Hold	14,390	–	–	0.52%	53
2024 Q1	$1.4M	Hold	14,390	–	–	0.5%	54
2023 Q4	$1.13M	Hold	14,390	–	–	0.46%	59
2023 Q3	$902K	Hold	14,390	–	–	0.41%	60
2023 Q2	$925K	Sell	14,390 -70	-0.5%	-$3.95K	0.42%	59
2023 Q1	$767K	Hold	14,460	–	–	0.39%	60
2022 Q4	$608K	Buy	+14,460	New	+$605K	0.31%	66

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Argonautica Private Wealth Management's LRCX Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $59.5K and bringing the position to 13,737 shares worth $5.95M. The position accounts for 1.45% of the portfolio, ranked #14.

Argonautica Private Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Argonautica Private Wealth Management held 13,737 shares of Lam Research worth $5.95M as of Q2 2026.
Argonautica Private Wealth Management bought 196 Lam Research shares in Q2 2026, an estimated $59.5K.
Lam Research made up 1.45% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #14 holding.
Argonautica Private Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.