LAM Group’s Invesco QQQ Trust QQQ Stock Holding History

LAM Group’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.53M	Hold	7,475	–	–	2.78%	14
2026 Q2	$5.5M	Hold	7,475	–	–	2.73%	14
2026 Q1	$4.31M	Hold	7,475	–	–	2.37%	16
2025 Q4	$4.59M	Hold	7,475	–	–	2.63%	14
2025 Q3	$4.49M	Hold	7,475	–	–	2.78%	12
2025 Q2	$4.12M	Hold	7,475	–	–	2.76%	12
2025 Q1	$3.51M	Hold	7,475	–	–	2.58%	15
2024 Q4	$3.82M	Hold	7,475	–	–	2.73%	13
2024 Q3	$3.65M	Hold	7,475	–	–	2.58%	14
2024 Q2	$3.58M	Sell	7,475 -5,750	-43%	-$2.59M	3.02%	10
2024 Q1	$5.87M	Hold	13,225	–	–	4.79%	4
2023 Q4	$5.42M	Hold	13,225	–	–	4.93%	5
2023 Q3	$4.74M	Hold	13,225	–	–	4.65%	7
2023 Q2	$4.89M	Hold	13,225	–	–	4.55%	7
2023 Q1	$4.24M	Hold	13,225	–	–	4.16%	7
2022 Q4	$3.52M	Buy	+13,225	New	+$3.66M	3.62%	11

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

LAM Group's QQQ Position: Q3 2026 in Review

LAM Group held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 7,475 shares worth $5.53M. The position accounts for 2.78% of the portfolio, ranked #14.

LAM Group first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.87M in Q1 2024. 1,968 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

LAM Group held 7,475 shares of Invesco QQQ Trust worth $5.53M as of Q3 2026.
LAM Group left its Invesco QQQ Trust share count unchanged in Q3 2026.
Invesco QQQ Trust made up 2.78% of LAM Group's portfolio in Q3 2026, its #14 holding.
LAM Group first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
LAM Group's Invesco QQQ Trust position peaked at $5.87M in Q1 2024.
1,968 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

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