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Aventura Private Wealth’s Lam Research LRCX Stock Holding History

Aventura Private Wealth’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 		$1.67M Buy
3,849
+924
+32% +$280K 0.51% 41
2026
Q1 		$625K Buy
2,925
+20
+0.7% +$4.47K 0.23% 76
2025
Q4 		$497K Buy
2,905
+115
+4% +$17.9K 0.18% 95
2025
Q3 		$374K Buy
2,790
+700
+33% +$74.1K 0.14% 107
2025
Q2 		$203K Sell
2,090
-150
-7% -$11.9K 0.09% 148
2025
Q1 		$163K Buy
2,240
+150
+7% +$11.8K 0.09% 151
2024
Q4 		$151K Buy
+2,090
New +$159K 0.08% 153

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aventura Private Wealth's LRCX Position: Q2 2026 in Review

Aventura Private Wealth increased its Lam Research (LRCX) stake by 32% in Q2 2026, buying an estimated $280K and bringing the position to 3,849 shares worth $1.67M. The position accounts for 0.51% of the portfolio, ranked #41.

Aventura Private Wealth first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Aventura Private Wealth held 3,849 shares of Lam Research worth $1.67M as of Q2 2026.
  • Aventura Private Wealth bought 924 Lam Research shares in Q2 2026, an estimated $280K.
  • Lam Research made up 0.51% of Aventura Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Aventura Private Wealth first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.