LCM Capital Management’s Arista Networks ANET Stock Holding History

LCM Capital Management’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$467K	Buy	3,804 +140	+4%	+$18.7K	0.23%	54
2025 Q4	$480K	Sell	3,664 -11	-0.3%	-$1.51K	0.23%	52
2025 Q3	$535K	Sell	3,675 -415	-10%	-$53.4K	0.26%	51
2025 Q2	$418K	Sell	4,090 -18	-0.4%	-$1.56K	0.22%	60
2025 Q1	$318K	Buy	4,108 +450	+12%	+$45.6K	0.19%	73
2024 Q4	$404K	Buy	3,658 +1,046	+40%	+$108K	0.23%	61
2024 Q3	$251K	Buy	2,612 +304	+13%	+$26.5K	0.14%	79
2024 Q2	$202K	Buy	+2,308	New	+$172K	0.13%	86

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LCM Capital Management's ANET Position: Q1 2026 in Review

LCM Capital Management increased its Arista Networks (ANET) stake by 3.8% in Q1 2026, buying an estimated $18.7K and bringing the position to 3,804 shares worth $467K. The position accounts for 0.23% of the portfolio, ranked #54.

LCM Capital Management first reported a position in ANET in Q2 2024 and has held it in 8 quarters since. The position peaked at $535K in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

LCM Capital Management held 3,804 shares of Arista Networks worth $467K as of Q1 2026.
LCM Capital Management bought 140 Arista Networks shares in Q1 2026, an estimated $18.7K.
Arista Networks made up 0.23% of LCM Capital Management's portfolio in Q1 2026, its #54 holding.
LCM Capital Management first reported a position in Arista Networks in Q2 2024 and has held it in 8 quarters since.
LCM Capital Management's Arista Networks position peaked at $535K in Q3 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.