LAM Group
ARKK icon

LAM Group’s ARK Innovation ETF ARKK Stock Holding History

LAM Group’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.5K Sell
275
-30
-10% -$2.45K 0.01% 96
2026
Q2 		$24.6K Sell
305
-5,320
-95% -$407K 0.01% 97
2026
Q1 		$380K Buy
+5,625
New +$417K 0.21% 67
2023
Q1 		– Sell
-475
Closed -$14.8K – 116
2022
Q4 		$14.8K Buy
+475
New +$17K 0.02% 77

Other funds holding ARKK

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LAM Group's ARKK Position: Q3 2026 in Review

LAM Group reduced its ARK Innovation ETF (ARKK) stake by 9.8% in Q3 2026, selling an estimated $2.45K and leaving 275 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #96.

LAM Group first reported a position in ARKK in Q4 2022 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 258 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • LAM Group held 275 shares of ARK Innovation ETF worth $24.5K as of Q3 2026.
  • LAM Group sold 30 ARK Innovation ETF shares in Q3 2026, an estimated $2.45K.
  • ARK Innovation ETF made up 0.01% of LAM Group's portfolio in Q3 2026, its #96 holding.
  • LAM Group first reported a position in ARK Innovation ETF in Q4 2022 and has held it in 4 quarters since.
  • LAM Group's ARK Innovation ETF position peaked at $380K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.