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LAM Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

LAM Group’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$950K Buy
6,560
+3,660
+126% +$513K 0.47% 53
2026
Q1 		$350K Sell
2,900
-200
-6% -$26.5K 0.19% 70
2025
Q4 		$458K Buy
3,100
+360
+13% +$58.4K 0.26% 67
2025
Q3 		$478K Buy
2,740
+50
+2% +$7.93K 0.3% 61
2025
Q2 		$397K Hold
2,690
– – 0.27% 65
2025
Q1 		$255K Sell
2,690
-350
-12% -$38.6K 0.19% 69
2024
Q4 		$328K Buy
3,040
+2,715
+835% +$273K 0.23% 68
2024
Q3 		$27.7K Hold
325
– – 0.02% 85
2024
Q2 		$25.4K Hold
325
– – 0.02% 84
2024
Q1 		$27.1K Hold
325
– – 0.02% 84
2023
Q4 		$24.7K Hold
325
– – 0.02% 79
2023
Q3 		$17.6K Hold
325
– – 0.02% 72
2023
Q2 		$19K Hold
325
– – 0.02% 71
2023
Q1 		$17.4K Buy
325
+225
+225% +$11K 0.02% 74
2022
Q4 		$3.85K Buy
+100
New +$4.37K ﹤0.01% 90

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LAM Group's ARKW Position: Q2 2026 in Review

LAM Group increased its ARK Next Generation Technology ETF (ARKW) stake by 126% in Q2 2026, buying an estimated $513K and bringing the position to 6,560 shares worth $950K. The position accounts for 0.47% of the portfolio, ranked #53.

LAM Group first reported a position in ARKW in Q4 2022 and has held it in 15 quarters since. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • LAM Group held 6,560 shares of ARK Next Generation Technology ETF worth $950K as of Q2 2026.
  • LAM Group bought 3,660 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $513K.
  • ARK Next Generation Technology ETF made up 0.47% of LAM Group's portfolio in Q2 2026, its #53 holding.
  • LAM Group first reported a position in ARK Next Generation Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.