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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
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 $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

Sagespring Wealth Partners's LRCX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Lam Research (LRCX) stake by 8% in Q1 2026, buying an estimated $246K and bringing the position to 14,885 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #152.

Sagespring Wealth Partners first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sagespring Wealth Partners held 14,885 shares of Lam Research worth $3.18M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,099 Lam Research shares in Q1 2026, an estimated $246K.
  • Lam Research made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • Sagespring Wealth Partners first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.