SageView Advisory Group’s Lam Research LRCX Stock Holding History

SageView Advisory Group’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	$2.02M	Buy	4,664 +168	+4%	+$51K	0.07%	152
2026 Q1	$961K	Sell	4,496 -643	-13%	-$144K	0.04%	237
2025 Q4	$880K	Sell	5,139 -1,003	-16%	-$156K	0.03%	269
2025 Q3	$822K	Sell	6,142 -1,535	-20%	-$163K	0.03%	289
2025 Q2	$757K	Buy	7,677 +4,767	+164%	+$378K	0.03%	282
2025 Q1	$212K	Sell	2,910 -1,732	-37%	-$136K	0.01%	565
2024 Q4	$335K	Sell	4,642 -98	-2%	-$7.43K	0.01%	425
2024 Q3	$387K	Sell	4,740 -4,250	-47%	-$370K	0.02%	339
2024 Q2	$957K	Buy	+8,990	New	+$862K	0.04%	228
2024 Q1	–	Sell	-12,350	Closed	-$1.03M	–	657
2023 Q4	$1.03M	Buy	12,350 +8,500	+221%	+$579K	0.04%	246
2023 Q3	$241K	Buy	3,850 +110	+3%	+$7.23K	0.01%	473
2023 Q2	$240K	Buy	+3,740	New	+$211K	0.01%	495

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's LRCX Position: Q2 2026 in Review

SageView Advisory Group increased its Lam Research (LRCX) stake by 3.7% in Q2 2026, buying an estimated $51K and bringing the position to 4,664 shares worth $2.02M. The position accounts for 0.07% of the portfolio, ranked #152.

SageView Advisory Group first reported a position in LRCX in Q2 2023 and has held it in 12 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

SageView Advisory Group held 4,664 shares of Lam Research worth $2.02M as of Q2 2026.
SageView Advisory Group bought 168 Lam Research shares in Q2 2026, an estimated $51K.
Lam Research made up 0.07% of SageView Advisory Group's portfolio in Q2 2026, its #152 holding.
SageView Advisory Group first reported a position in Lam Research in Q2 2023 and has held it in 12 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.