SFWA
LRCX icon

Summit Financial Wealth Advisors’s Lam Research LRCX Stock Holding History

Summit Financial Wealth 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 		$279K Buy
+645
New +$196K 0.04% 181

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Summit Financial Wealth Advisors's LRCX Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 645 shares worth $279K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Financial Wealth Advisors held 645 shares of Lam Research worth $279K as of Q2 2026.
  • Lam Research was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.