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Athena Wealth Management’s Lam Research LRCX Stock Holding History

Athena 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 		$272K Sell
627
-1,935
-76% -$587K 0.2% 89
2026
Q1 		$547K Sell
2,562
-96
-4% -$21.5K 0.45% 55
2025
Q4 		$455K Buy
+2,658
New +$413K 0.44% 54

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Athena Wealth Management reduced its Lam Research (LRCX) stake by 76% in Q2 2026, selling an estimated $587K and leaving 627 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #89.

Athena Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q1 2026. 778 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Athena Wealth Management held 627 shares of Lam Research worth $272K as of Q2 2026.
  • Athena Wealth Management sold 1,935 Lam Research shares in Q2 2026, an estimated $587K.
  • Lam Research made up 0.2% of Athena Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Athena Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Lam Research position peaked at $547K in Q1 2026.
  • 778 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.