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Summit Global Investments’s Lam Research LRCX Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-14,176
Closed -$1.02M – 521
2024
Q4 		$1.02M Sell
14,176
-57,904
-80% -$4.39M 0.06% 211
2024
Q3 		$5.88M Buy
72,080
+27,080
+60% +$2.35M 0.38% 57
2024
Q2 		$4.79M Buy
45,000
+21,640
+93% +$2.08M 0.32% 66
2024
Q1 		$2.27M Buy
23,360
+7,690
+49% +$677K 0.17% 107
2023
Q4 		$1.23M Buy
15,670
+1,100
+8% +$75K 0.08% 207
2023
Q3 		$913K Buy
14,570
+70
+0.5% +$4.6K 0.06% 241
2023
Q2 		$932K Buy
14,500
+4,770
+49% +$269K 0.06% 241
2023
Q1 		$516K Buy
9,730
+610
+7% +$29.9K 0.04% 339
2022
Q4 		$383K Hold
9,120
– – 0.03% 370
2022
Q3 		$334K Sell
9,120
-10
-0.1% -$445 0.03% 385
2022
Q2 		$389K Hold
9,130
– – 0.03% 362
2022
Q1 		$491K Buy
9,130
+10
+0.1% +$582 0.04% 334
2021
Q4 		$656K Hold
9,120
– – 0.04% 306
2021
Q3 		$519K Buy
9,120
+500
+6% +$30.4K 0.04% 300
2021
Q2 		$561K Hold
8,620
– – 0.03% 334
2021
Q1 		$513K Hold
8,620
– – 0.03% 343
2020
Q4 		$407K Buy
+8,620
New +$363K 0.04% 213

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's LRCX Position: Q1 2025 in Review

Summit Global Investments sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 14,176 shares — an estimated $1.02M sold.

Summit Global Investments first reported a position in LRCX in Q4 2020 and held it in 17 quarters. The position peaked at $5.88M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Summit Global Investments reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 14,176 Lam Research shares in Q1 2025, an estimated $1.02M.
  • Summit Global Investments first reported a position in Lam Research in Q4 2020 and held it in 17 quarters.
  • Summit Global Investments's Lam Research position peaked at $5.88M in Q3 2024.
  • 1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.