Summit Asset Management’s Lam Research LRCX Stock Holding History

Summit Asset Management’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	$425K	Sell	980 -179	-15%	-$54.3K	0.05%	127
2026 Q1	$248K	Buy	+1,159	New	+$259K	0.03%	160

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Asset Management's LRCX Position: Q2 2026 in Review

Summit Asset Management reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $54.3K and leaving 980 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #127.

Summit 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.

Summit Asset Management held 980 shares of Lam Research worth $425K as of Q2 2026.
Summit Asset Management sold 179 Lam Research shares in Q2 2026, an estimated $54.3K.
Lam Research made up 0.05% of Summit Asset Management's portfolio in Q2 2026, its #127 holding.
Summit 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 Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.