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B. Riley Wealth Advisors’s Lam Research LRCX Stock Holding History

B. Riley 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 		$7.21M Sell
17,554
-508
-3% -$154K 0.39% 60
2026
Q1 		$3.61M Sell
18,062
-56,256
-76% -$12.6M 0.23% 104
2025
Q4 		$12.7M Sell
74,318
-6,146
-8% -$956K 0.59% 30
2025
Q3 		$10.8M Buy
80,464
+1,182
+1% +$125K 0.5% 34
2025
Q2 		$7.72M Buy
+79,282
New +$6.29M 0.36% 47
2024
Q4 		$6.3M Buy
+86,896
New +$6.59M 0.21% 110
2024
Q3 		– Sell
-101,830
Closed -$10.9M – 1357
2024
Q2 		$10.9M Sell
101,830
-125,030
-55% -$12M 0.28% 74
2024
Q1 		$14.3M Sell
226,860
-14,770
-6% -$1.3M 0.39% 52
2023
Q4 		$19M Buy
241,630
+14,770
+7% +$1.01M 0.51% 30
2023
Q3 		$14.3M Buy
226,860
+6,880
+3% +$452K 0.39% 52
2023
Q2 		$14.2M Sell
219,980
-2,160
-1% -$122K 0.32% 66
2023
Q1 		$11.8M Buy
222,140
+18,160
+9% +$891K 0.31% 68
2022
Q4 		$8.61M Sell
203,980
-33,840
-14% -$1.42M 0.24% 91
2022
Q3 		$8.7M Buy
237,820
+5,990
+3% +$267K 0.26% 82
2022
Q2 		$9.88M Sell
231,830
-14,680
-6% -$699K 0.42% 51
2022
Q1 		$13.3M Sell
246,510
-122,600
-33% -$7.14M 0.43% 44
2021
Q4 		$26.5M Buy
369,110
+22,880
+7% +$1.43M 0.76% 17
2021
Q3 		$19.7M Buy
346,230
+20,130
+6% +$1.22M 0.63% 21
2021
Q2 		$21.2M Sell
326,100
-24,050
-7% -$1.52M 0.69% 17
2021
Q1 		$20.8M Buy
350,150
+100,000
+40% +$5.45M 0.74% 14
2020
Q4 		$11.8M Sell
250,150
-167,530
-40% -$7.05M 0.63% 29
2020
Q3 		$13.7M Buy
417,680
+195,070
+88% +$6.72M 0.73% 24
2020
Q2 		$7.2M Buy
222,610
+188,530
+553% +$5.14M 0.48% 45
2020
Q1 		$818K Sell
34,080
-1,780
-5% -$51.3K 0.07% 275
2019
Q4 		$1.05M Sell
35,860
-4,760
-12% -$126K 0.09% 238
2019
Q3 		$940K Buy
40,620
+15,600
+62% +$328K 0.09% 231
2019
Q2 		$470K Buy
25,020
+200
+0.8% +$3.79K 0.05% 400
2019
Q1 		$446K Sell
24,820
-2,080
-8% -$34.7K 0.06% 372
2018
Q4 		$367K Buy
26,900
+3,240
+14% +$46.4K 0.05% 381
2018
Q3 		$360K Sell
23,660
-18,360
-44% -$314K 0.04% 437
2018
Q2 		$728K Sell
42,020
-25,730
-38% -$496K 0.1% 228
2018
Q1 		$1.38M Buy
67,750
+27,930
+70% +$553K 0.19% 125
2017
Q4 		$734K Buy
39,820
+7,530
+23% +$148K 0.1% 231
2017
Q3 		$599K Buy
32,290
+14,470
+81% +$235K 0.1% 224
2017
Q2 		$253K Buy
+17,820
New +$261K 0.05% 414
2015
Q1 		– Sell
-9,400
Closed -$75 – 1366
2014
Q4 		$75 Buy
+9,400
New +$72.9K ﹤0.01% 1873
2014
Q3 		– Sell
-6,150
Closed -$41.6K – 1351
2014
Q2 		$41.6K Buy
+6,150
New +$36.7K 0.01% 1111

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

B. Riley Wealth Advisors's LRCX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Lam Research (LRCX) stake by 2.8% in Q2 2026, selling an estimated $154K and leaving 17,554 shares worth $7.21M. The position accounts for 0.39% of the portfolio, ranked #60.

B. Riley Wealth Advisors first reported a position in LRCX in Q2 2014 and has held it in 37 quarters since. The position peaked at $26.5M in Q4 2021. 963 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • B. Riley Wealth Advisors held 17,554 shares of Lam Research worth $7.21M as of Q2 2026.
  • B. Riley Wealth Advisors sold 508 Lam Research shares in Q2 2026, an estimated $154K.
  • Lam Research made up 0.39% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • B. Riley Wealth Advisors first reported a position in Lam Research in Q2 2014 and has held it in 37 quarters since.
  • B. Riley Wealth Advisors's Lam Research position peaked at $26.5M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.