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Arkadios Wealth Advisors’s Lam Research LRCX Stock Holding History

Arkadios 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 		$53.6M Buy
123,593
+5,412
+5% +$1.64M 0.81% 18
2026
Q1 		$25.3M Buy
118,181
+6,415
+6% +$1.43M 0.41% 48
2025
Q4 		$19.1M Buy
111,766
+12,938
+13% +$2.01M 0.37% 47
2025
Q3 		$13.2M Buy
98,828
+49,313
+100% +$5.22M 0.32% 54
2025
Q2 		$4.82M Buy
49,515
+1,236
+3% +$98K 0.14% 167
2025
Q1 		$3.51M Buy
48,279
+3,648
+8% +$287K 0.13% 176
2024
Q4 		$3.22M Sell
44,631
-47,009
-51% -$3.57M 0.18% 125
2024
Q3 		$7.48M Buy
91,640
+10,600
+13% +$922K 0.42% 46
2024
Q2 		$8.63M Buy
81,040
+39,710
+96% +$3.81M 0.58% 30
2024
Q1 		$4.02M Sell
41,330
-1,360
-3% -$120K 0.31% 72
2023
Q4 		$3.34M Sell
42,690
-110
-0.3% -$7.5K 0.28% 86
2023
Q3 		$2.68M Buy
42,800
+540
+1% +$35.5K 0.25% 99
2023
Q2 		$2.72M Sell
42,260
-1,680
-4% -$94.7K 0.32% 75
2023
Q1 		$2.33M Buy
43,940
+1,040
+2% +$51K 0.28% 96
2022
Q4 		$1.8M Sell
42,900
-680
-2% -$28.4K 0.24% 112
2022
Q3 		$1.59M Buy
43,580
+50
+0.1% +$2.23K 0.24% 113
2022
Q2 		$1.85M Buy
43,530
+3,760
+9% +$179K 0.28% 99
2022
Q1 		$2.14M Buy
39,770
+3,140
+9% +$183K 0.28% 91
2021
Q4 		$2.63M Buy
36,630
+35,610
+3,491% +$2.23M 0.35% 72
2021
Q3 		$58K Sell
1,020
-150
-13% -$9.13K 0.01% 833
2021
Q2 		$76K Buy
1,170
+70
+6% +$4.42K 0.01% 805
2021
Q1 		$65K Buy
1,100
+60
+6% +$3.27K 0.01% 626
2020
Q4 		$49K Buy
1,040
+370
+55% +$15.6K 0.01% 563
2020
Q3 		$24.5K Buy
670
+70
+12% +$2.41K 0.01% 560
2020
Q2 		$20.8K Buy
600
+40
+7% +$1.09K 0.01% 536
2020
Q1 		$13.4K Sell
560
-80
-13% -$2.3K 0.01% 565
2019
Q4 		$21.9K Buy
+640
New +$17K 0.01% 441

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

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

Arkadios Wealth Advisors increased its Lam Research (LRCX) stake by 4.6% in Q2 2026, buying an estimated $1.64M and bringing the position to 123,593 shares worth $53.6M. The position accounts for 0.81% of the portfolio, ranked #18.

Arkadios Wealth Advisors first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Arkadios Wealth Advisors held 123,593 shares of Lam Research worth $53.6M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,412 Lam Research shares in Q2 2026, an estimated $1.64M.
  • Lam Research made up 0.81% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Arkadios Wealth Advisors first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.