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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 		$41.1K Buy
+100
New +$30.4K ﹤0.01% 876
2025
Q3 		– Sell
-100
Closed -$9.73K – 1147
2025
Q2 		$9.73K Buy
+100
New +$7.93K ﹤0.01% 1033

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. 974 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.
  • 974 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.