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Aries Wealth Management’s Lam Research LRCX Stock Holding History

Aries 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 		$1.09M Hold
2,510
– – 0.21% 94
2026
Q1 		$536K Sell
2,510
-250
-9% -$55.9K 0.12% 140
2025
Q4 		$472K Sell
2,760
-240
-8% -$37.3K 0.1% 151
2025
Q3 		$402K Sell
3,000
-220
-7% -$23.3K 0.1% 164
2025
Q2 		$313K Hold
3,220
– – 0.08% 178
2025
Q1 		$234K Sell
3,220
-390
-11% -$30.7K 0.06% 205
2024
Q4 		$261K Buy
+3,610
New +$274K 0.07% 192

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

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

Aries Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 2,510 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #94.

Aries Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Aries Wealth Management held 2,510 shares of Lam Research worth $1.09M as of Q2 2026.
  • Aries Wealth Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.21% of Aries Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Aries Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.