Arista Wealth Management’s Lam Research LRCX Stock Holding History

Arista 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	$6.96M	Buy	16,071 +2,491	+18%	+$756K	0.75%	25
2026 Q1	$2.9M	Sell	13,580 -2,814	-17%	-$629K	0.35%	37
2025 Q4	$2.81M	Sell	16,394 -2,311	-12%	-$359K	0.35%	38
2025 Q3	$2.5M	Buy	18,705 +1,044	+6%	+$111K	0.31%	44
2025 Q2	$1.72M	Buy	+17,661	New	+$1.4M	0.24%	56

Other funds holding LRCX

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

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Arista Wealth Management increased its Lam Research (LRCX) stake by 18% in Q2 2026, buying an estimated $756K and bringing the position to 16,071 shares worth $6.96M. The position accounts for 0.75% of the portfolio, ranked #25.

Arista Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 956 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Arista Wealth Management held 16,071 shares of Lam Research worth $6.96M as of Q2 2026.
Arista Wealth Management bought 2,491 Lam Research shares in Q2 2026, an estimated $756K.
Lam Research made up 0.75% of Arista Wealth Management's portfolio in Q2 2026, its #25 holding.
Arista Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
956 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.