Sagewood Asset Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Other funds holding LRCX
Sagewood Asset Management's LRCX Position: Q2 2026 in Review
Sagewood Asset Management increased its Lam Research (LRCX) stake by 37% in Q2 2026, buying an estimated $240K and bringing the position to 2,910 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #64.
Sagewood Asset Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Sagewood Asset Management held 2,910 shares of Lam Research worth $1.26M as of Q2 2026.
- Sagewood Asset Management bought 789 Lam Research shares in Q2 2026, an estimated $240K.
- Lam Research made up 0.29% of Sagewood Asset Management's portfolio in Q2 2026, its #64 holding.
- Sagewood Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.