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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

SageView Advisory Group's LRCX Position: Q4 2025 in Review

SageView Advisory Group reduced its Lam Research (LRCX) stake by 16% in Q4 2025, selling an estimated $156K and leaving 5,139 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #269.

SageView Advisory Group first reported a position in LRCX in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2023. 2,387 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

SageView Advisory Group held 5,139 shares of Lam Research worth $880K as of Q4 2025.
SageView Advisory Group sold 1,003 Lam Research shares in Q4 2025, an estimated $156K.
Lam Research made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #269 holding.
SageView Advisory Group first reported a position in Lam Research in Q2 2023 and has held it in 10 quarters since.
SageView Advisory Group's Lam Research position peaked at $1.03M in Q4 2023.
2,387 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.