Athena Wealth Management
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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
Q3 		$206K Hold
627
– – 0.15% 102
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Athena Wealth Management's LRCX Position: Q3 2026 in Review

Athena Wealth Management held its Lam Research (LRCX) position steady in Q3 2026 at 627 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #102.

Athena Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 4 quarters since. The position peaked at $547K in Q1 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Athena Wealth Management held 627 shares of Lam Research worth $206K as of Q3 2026.
  • Athena Wealth Management left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.15% of Athena Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Athena Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Lam Research position peaked at $547K in Q1 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.