Arvest Investments’s Lam Research LRCX Stock Holding History

Arvest Investments’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	$2.49M	Buy	5,746 +6	+0.1%	+$1.82K	0.3%	63
2026 Q1	$1.23M	Sell	5,740 -2,634	-31%	-$589K	0.17%	87
2025 Q4	$1.43M	Buy	8,374 +19	+0.2%	+$2.96K	0.2%	77
2025 Q3	$1.12M	Sell	8,355 -3,887	-32%	-$412K	0.16%	105
2025 Q2	$1.19M	Sell	12,242 -4,776	-28%	-$379K	0.18%	106
2025 Q1	$1.24M	Sell	17,018 -4,051	-19%	-$319K	0.2%	106
2024 Q4	$1.52M	Sell	21,069 -1,611	-7%	-$122K	0.24%	93
2024 Q3	$1.85M	Sell	22,680 -6,750	-23%	-$587K	0.28%	84
2024 Q2	$3.13M	Sell	29,430 -210	-0.7%	-$20.1K	0.5%	42
2024 Q1	$2.88M	Sell	29,640 -150	-0.5%	-$13.2K	0.46%	45
2023 Q4	$2.33M	Buy	+29,790	New	+$2.03M	0.38%	57

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arvest Investments's LRCX Position: Q2 2026 in Review

Arvest Investments increased its Lam Research (LRCX) stake by 0.1% in Q2 2026, buying an estimated $1.82K and bringing the position to 5,746 shares worth $2.49M. The position accounts for 0.3% of the portfolio, ranked #63.

Arvest Investments first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13M in Q2 2024. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Arvest Investments held 5,746 shares of Lam Research worth $2.49M as of Q2 2026.
Arvest Investments bought 6 Lam Research shares in Q2 2026, an estimated $1.82K.
Lam Research made up 0.3% of Arvest Investments's portfolio in Q2 2026, its #63 holding.
Arvest Investments first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's Lam Research position peaked at $3.13M in Q2 2024.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.