Mine & Arao Wealth Creation & Management’s Lam Research LRCX Stock Holding History

Mine & Arao Wealth Creation & Management’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	$1.89M	Sell	4,360 -350	-7%	-$106K	0.68%	20
2026 Q1	$1.01M	Sell	4,710 -300	-6%	-$67.1K	0.42%	29
2025 Q4	$858K	Buy	5,010 +10	+0.2%	+$1.55K	0.34%	34
2025 Q3	$670K	Hold	5,000	–	–	0.27%	37
2025 Q2	$487K	Hold	5,000	–	–	0.22%	46
2025 Q1	$364K	Hold	5,000	–	–	0.18%	53
2024 Q4	$361K	Hold	5,000	–	–	0.17%	52
2024 Q3	$408K	Hold	5,000	–	–	0.19%	53
2024 Q2	$532K	Sell	5,000 -10	-0.2%	-$959	0.26%	41
2024 Q1	$487K	Buy	5,010 +10	+0.2%	+$880	0.24%	44
2023 Q4	$392K	Hold	5,000	–	–	0.21%	50
2023 Q3	$313K	Hold	5,000	–	–	0.19%	52
2023 Q2	$321K	Sell	5,000 -5,000	-50%	-$282K	0.19%	53
2023 Q1	$530K	Hold	10,000	–	–	0.34%	35
2022 Q4	$420K	Hold	10,000	–	–	0.31%	45
2022 Q3	$366K	Hold	10,000	–	–	0.27%	47
2022 Q2	$426K	Hold	10,000	–	–	0.3%	45
2022 Q1	$538K	Hold	10,000	–	–	0.32%	40
2021 Q4	$719K	Hold	10,000	–	–	0.4%	32
2021 Q3	$569K	Hold	10,000	–	–	0.34%	37
2021 Q2	$651K	Hold	10,000	–	–	0.39%	37
2021 Q1	$595K	Hold	10,000	–	–	0.4%	35
2020 Q4	$472K	Hold	10,000	–	–	0.34%	41
2020 Q3	$332K	Buy	+10,000	New	+$345K	0.27%	46

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's LRCX Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management reduced its Lam Research (LRCX) stake by 7.4% in Q2 2026, selling an estimated $106K and leaving 4,360 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #20.

Mine & Arao Wealth Creation & Management first reported a position in LRCX in Q3 2020 and has held it in 24 quarters since. 1,313 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mine & Arao Wealth Creation & Management held 4,360 shares of Lam Research worth $1.89M as of Q2 2026.
Mine & Arao Wealth Creation & Management sold 350 Lam Research shares in Q2 2026, an estimated $106K.
Lam Research made up 0.68% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #20 holding.
Mine & Arao Wealth Creation & Management first reported a position in Lam Research in Q3 2020 and has held it in 24 quarters since.
1,313 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.