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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
2026
Q2 		$690K Buy
+1,592
New +$483K 0.04% 284
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

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 Global Investments's LRCX Position: Q2 2026 in Review

Summit Global Investments opened a new position in Lam Research (LRCX) in Q2 2026: 1,592 shares worth $690K. The stake represents 0.04% of the portfolio and ranks #284 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in LRCX as recently as Q4 2024.

Summit Global Investments first reported a position in LRCX in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.88M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Global Investments held 1,592 shares of Lam Research worth $690K as of Q2 2026.
  • Lam Research was a new Summit Global Investments position in Q2 2026.
  • Lam Research made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #284 holding.
  • Summit Global Investments first reported a position in Lam Research in Q4 2020 and has held it in 18 quarters since.
  • Summit Global Investments's Lam Research position peaked at $5.88M in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.