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Summit Financial’s Lam Research LRCX Stock Holding History

Summit Financial’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 		$11.8M Sell
27,168
-8,788
-24% -$2.67M 0.13% 147
2026
Q1 		$7.69M Buy
35,956
+4,542
+14% +$1.02M 0.1% 211
2025
Q4 		$5.39M Buy
31,414
+13,335
+74% +$2.07M 0.08% 242
2025
Q3 		$2.42M Buy
18,079
+10,174
+129% +$1.08M 0.04% 434
2025
Q2 		$771K Buy
7,905
+863
+12% +$68.4K 0.02% 468
2025
Q1 		$512K Sell
7,042
-1,123
-14% -$88.4K 0.01% 506
2024
Q4 		$592K Sell
8,165
-145
-2% -$11K 0.02% 417
2024
Q3 		$680K Buy
8,310
+1,560
+23% +$136K 0.03% 324
2024
Q2 		$720K Buy
6,750
+4,440
+192% +$426K 0.03% 270
2024
Q1 		$225K Sell
2,310
-690
-23% -$60.7K 0.01% 357
2023
Q4 		$236K Buy
+3,000
New +$204K 0.02% 326
2022
Q1 		– Sell
-3,460
Closed -$249K – 254
2021
Q4 		$249K Buy
+3,460
New +$217K 0.02% 223

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

Summit Financial's LRCX Position: Q2 2026 in Review

Summit Financial reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $2.67M and leaving 27,168 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #147.

Summit Financial first reported a position in LRCX in Q4 2021 and has held it in 12 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Financial held 27,168 shares of Lam Research worth $11.8M as of Q2 2026.
  • Summit Financial sold 8,788 Lam Research shares in Q2 2026, an estimated $2.67M.
  • Lam Research made up 0.13% of Summit Financial's portfolio in Q2 2026, its #147 holding.
  • Summit Financial first reported a position in Lam Research in Q4 2021 and has held it in 12 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.