Question 1

Does AGF Management own LRCX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AGF Management holds 667,135 shares of LRCX (Lam Research), worth $289.1M.

Question 2

How many shares of LRCX does AGF Management own?

Accepted Answer

As of its Q2 2026 13F, AGF Management holds 667,135 shares of LRCX (Lam Research).

Question 3

What is AGF Management's LRCX position worth?

Accepted Answer

As of its Q2 2026 13F, AGF Management's LRCX position is worth $289.1M.

Question 4

Is AGF Management buying or selling LRCX?

Accepted Answer

In Q2 2026, AGF Management increased its LRCX position from 6,664 to 667,135 shares.

Question 5

When did AGF Management first buy LRCX?

Accepted Answer

AGF Management already held LRCX in its Q4 2024 13F, the earliest on record, and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	667,135	+9911.0%	$289.1M	1.1%	$432.87	78
2026-Q1	Decreased	6,664	-15.3%	$1.4M	0.0%	$213.28	0
2025-Q4	Decreased	7,865	-43.8%	$1.3M	0.0%	$170.67	0
2025-Q3	Decreased	13,990	-78.5%	$1.9M	0.0%	$133.28	0
2025-Q2	Decreased	65,185	-94.7%	$6.3M	0.0%	$96.70	0
2025-Q1	Decreased	1.2M	-30.5%	$88.8M	0.5%	$72.04	0
2024-Q4	New	1.8M	—	$126.9M	0.6%	$71.36	59