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Sage Mountain Advisors’s Lam Research LRCX Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-12,292
Closed -$2.1M – 450
2025
Q4 		$2.1M Sell
12,292
-622
-5% -$96.7K 0.11% 96
2025
Q3 		$1.73M Buy
12,914
+7,627
+144% +$808K 0.1% 107
2025
Q2 		$515K Sell
5,287
-3,911
-43% -$310K 0.03% 236
2025
Q1 		$669K Sell
9,198
-6
-0.1% -$472 0.05% 175
2024
Q4 		$665K Buy
9,204
+1,314
+17% +$99.7K 0.05% 168
2024
Q3 		$644K Buy
7,890
+580
+8% +$50.4K 0.05% 161
2024
Q2 		$779K Buy
7,310
+2,350
+47% +$225K 0.07% 119
2024
Q1 		$482K Buy
4,960
+50
+1% +$4.4K 0.05% 165
2023
Q4 		$385K Sell
4,910
-110
-2% -$7.5K 0.04% 163
2023
Q3 		$315K Buy
5,020
+590
+13% +$38.8K 0.04% 181
2023
Q2 		$285K Buy
4,430
+180
+4% +$10.1K 0.04% 184
2023
Q1 		$225K Buy
+4,250
New +$209K 0.04% 210
2022
Q4 		– Sell
-7,870
Closed -$288K – 307
2022
Q3 		$288K Buy
7,870
+340
+5% +$15.1K 0.08% 115
2022
Q2 		$321K Sell
7,530
-10
-0.1% -$476 0.06% 323
2022
Q1 		$405K Buy
+7,540
New +$439K 0.06% 302

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's LRCX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 12,292 shares — an estimated $2.1M sold.

Sage Mountain Advisors first reported a position in LRCX in Q1 2022 and held it in 15 quarters. The position peaked at $2.1M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 12,292 Lam Research shares in Q1 2026, an estimated $2.1M.
  • Sage Mountain Advisors first reported a position in Lam Research in Q1 2022 and held it in 15 quarters.
  • Sage Mountain Advisors's Lam Research position peaked at $2.1M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.