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Sierra Summit Advisors’s Lam Research LRCX Stock Holding History

Sierra Summit Advisors’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 		$23M Buy
53,034
+1,319
+3% +$400K 2.57% 9
2026
Q1 		$11M Sell
51,715
-22,165
-30% -$4.96M 1.61% 22
2025
Q4 		$12.6M Buy
73,880
+221
+0.3% +$34.4K 1.94% 18
2025
Q3 		$9.86M Sell
73,659
-18,940
-20% -$2.01M 1.5% 26
2025
Q2 		$9.01M Buy
92,599
+89,339
+2,740% +$7.09M 1.6% 27
2025
Q1 		$237K Sell
3,260
-158,982
-98% -$12.5M 0.05% 172
2024
Q4 		$11.7M Buy
162,242
+40,282
+33% +$3.06M 2.35% 15
2024
Q3 		$9.95M Buy
+121,960
New +$10.6M 2.29% 15

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Summit Advisors's LRCX Position: Q2 2026 in Review

Sierra Summit Advisors increased its Lam Research (LRCX) stake by 2.6% in Q2 2026, buying an estimated $400K and bringing the position to 53,034 shares worth $23M. The position accounts for 2.57% of the portfolio, ranked #9.

Sierra Summit Advisors first reported a position in LRCX in Q3 2024 and has held it in 8 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sierra Summit Advisors held 53,034 shares of Lam Research worth $23M as of Q2 2026.
  • Sierra Summit Advisors bought 1,319 Lam Research shares in Q2 2026, an estimated $400K.
  • Lam Research made up 2.57% of Sierra Summit Advisors's portfolio in Q2 2026, its #9 holding.
  • Sierra Summit Advisors first reported a position in Lam Research in Q3 2024 and has held it in 8 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.