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Sagespring Wealth Partners’s Lam Research LRCX Stock Holding History

Sagespring Wealth Partners’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 		$6.72M Buy
15,516
+631
+4% +$192K 0.1% 110
2026
Q1 		$3.18M Buy
14,885
+1,099
+8% +$246K 0.06% 152
2025
Q4 		$2.36M Buy
13,786
+863
+7% +$134K 0.04% 171
2025
Q3 		$1.73M Buy
12,923
+365
+3% +$38.6K 0.03% 206
2025
Q2 		$1.22M Sell
12,558
-138
-1% -$10.9K 0.03% 248
2025
Q1 		$923K Buy
12,696
+5,062
+66% +$399K 0.02% 257
2024
Q4 		$551K Buy
+7,634
New +$579K 0.01% 326

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

Sagespring Wealth Partners's LRCX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Lam Research (LRCX) stake by 4.2% in Q2 2026, buying an estimated $192K and bringing the position to 15,516 shares worth $6.72M. The position accounts for 0.1% of the portfolio, ranked #110.

Sagespring Wealth Partners first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sagespring Wealth Partners held 15,516 shares of Lam Research worth $6.72M as of Q2 2026.
  • Sagespring Wealth Partners bought 631 Lam Research shares in Q2 2026, an estimated $192K.
  • Lam Research made up 0.1% of Sagespring Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Sagespring Wealth Partners first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.