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Ariadne Wealth Management’s Lam Research LRCX Stock Holding History

Ariadne Wealth 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 		$2.22M Sell
5,131
-157
-3% -$47.7K 0.98% 23
2026
Q1 		$1.13M Sell
5,288
-336
-6% -$75.1K 0.51% 42
2025
Q4 		$1.3M Buy
5,624
+639
+13% +$99.4K 0.54% 40
2025
Q3 		$764K Buy
4,985
+645
+15% +$68.3K 0.34% 65
2025
Q2 		$463K Sell
4,340
-573
-12% -$45.4K 0.22% 100
2025
Q1 		$370K Buy
4,913
+616
+14% +$48.5K 0.19% 113
2024
Q4 		$360K Buy
+4,297
New +$326K 0.16% 125

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariadne Wealth Management's LRCX Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Lam Research (LRCX) stake by 3% in Q2 2026, selling an estimated $47.7K and leaving 5,131 shares worth $2.22M. The position accounts for 0.98% of the portfolio, ranked #23.

Ariadne Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ariadne Wealth Management held 5,131 shares of Lam Research worth $2.22M as of Q2 2026.
  • Ariadne Wealth Management sold 157 Lam Research shares in Q2 2026, an estimated $47.7K.
  • Lam Research made up 0.98% of Ariadne Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Ariadne Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.