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Summit Investment Advisors, Inc.\KS’s Lam Research LRCX Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$222K Buy
675
+20
+3% +$6.24K 0.1% 93
2026
Q2 		$284K Buy
+655
New +$199K 0.13% 82

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's LRCX Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Lam Research (LRCX) stake by 3.1% in Q3 2026, buying an estimated $6.24K and bringing the position to 675 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #93.

Summit Investment Advisors, Inc.\KS first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 2,015 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 675 shares of Lam Research worth $222K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 20 Lam Research shares in Q3 2026, an estimated $6.24K.
  • Lam Research made up 0.1% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #93 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Summit Investment Advisors, Inc.\KS's Lam Research position peaked at $284K in Q2 2026.
  • 2,015 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.