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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
Q2 		$577K Buy
+1,333
New +$405K 0.04% 130
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Mountain Advisors's LRCX Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 1,333 shares worth $577K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in LRCX as recently as Q4 2025.

Sage Mountain Advisors first reported a position in LRCX in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q4 2025. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sage Mountain Advisors held 1,333 shares of Lam Research worth $577K as of Q2 2026.
  • Lam Research was a new Sage Mountain Advisors position in Q2 2026.
  • Lam Research made up 0.04% of Sage Mountain Advisors's portfolio in Q2 2026, its #130 holding.
  • Sage Mountain Advisors first reported a position in Lam Research in Q1 2022 and has held it in 16 quarters since.
  • Sage Mountain Advisors's Lam Research position peaked at $2.1M in Q4 2025.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.