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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariadne Wealth Management's LRCX Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Lam Research (LRCX) stake by 6% in Q1 2026, selling an estimated $75.1K and leaving 5,288 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #42.

Ariadne Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ariadne Wealth Management held 5,288 shares of Lam Research worth $1.13M as of Q1 2026.
  • Ariadne Wealth Management sold 336 Lam Research shares in Q1 2026, an estimated $75.1K.
  • Lam Research made up 0.51% of Ariadne Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Ariadne Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's Lam Research position peaked at $1.3M in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.