Sumitomo Mitsui Financial Group’s Lam Research LRCX Stock Holding History

Sumitomo Mitsui Financial 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
2026 Q1	$107K	Sell	500 -550	-52%	-$123K	﹤0.01%	153
2025 Q4	$185K	Buy	+1,050	New	+$163K	﹤0.01%	125
2025 Q2	–	Sell	-4,750	Closed	-$377K	–	242
2025 Q1	$345K	Buy	4,750 +4,530	+2,059%	+$357K	0.01%	105
2024 Q4	$16.1K	Buy	+220	New	+$16.7K	﹤0.01%	153
2022 Q4	–	Sell	-800	Closed	-$30K	–	182
2022 Q3	$30K	Buy	+800	New	+$35.6K	﹤0.01%	177
2021 Q2	–	Sell	-1,760	Closed	-$101K	–	182
2021 Q1	$101K	Buy	1,760 +1,360	+340%	+$74.1K	﹤0.01%	152
2020 Q4	$19K	Buy	+400	New	+$16.8K	﹤0.01%	144
2019 Q3	–	Sell	-2,630	Closed	-$49K	–	140
2019 Q2	$49K	Sell	2,630 -197,910	-99%	-$3.75M	﹤0.01%	102
2019 Q1	$3.52M	Buy	+200,540	New	+$3.35M	0.31%	24
2018 Q4	–	Sell	-6,970	Closed	-$105K	–	117
2018 Q3	$105K	Sell	6,970 -83,490	-92%	-$1.43M	0.01%	89
2018 Q2	$1.55M	Buy	90,460 +84,760	+1,487%	+$1.63M	0.16%	42
2018 Q1	$116K	Buy	+5,700	New	+$113K	0.01%	85

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Financial Group's LRCX Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group reduced its Lam Research (LRCX) stake by 52% in Q1 2026, selling an estimated $123K and leaving 500 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Sumitomo Mitsui Financial Group first reported a position in LRCX in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.52M in Q1 2019. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Sumitomo Mitsui Financial Group held 500 shares of Lam Research worth $107K as of Q1 2026.
Sumitomo Mitsui Financial Group sold 550 Lam Research shares in Q1 2026, an estimated $123K.
Lam Research made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #153 holding.
Sumitomo Mitsui Financial Group first reported a position in Lam Research in Q1 2018 and has held it in 12 quarters since.
Sumitomo Mitsui Financial Group's Lam Research position peaked at $3.52M in Q1 2019.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.