Summit Securities Group’s Lam Research LRCX Stock Holding History

Summit Securities Group’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
2022 Q1	–	Sell	-4,000	Closed	-$288K	–	1238
2021 Q4	$288K	Buy	4,000 +3,800	+1,900%	+$238K	0.01%	505
2021 Q3	$1.14M	Buy	+200	New	+$12.2K	0.09%	238
2020 Q1	–	Sell	-180	Closed	-$526K	–	393
2019 Q4	$526K	Sell	180 -160	-47%	-$4.25K	0.04%	277
2019 Q3	$786K	Buy	+340	New	+$7.14K	0.07%	155
2019 Q2	–	Sell	-120	Closed	-$215K	–	362
2019 Q1	$215K	Sell	120 -130	-52%	-$2.17K	0.04%	179
2018 Q4	$340K	Buy	+250	New	+$3.58K	0.03%	233

Other funds holding LRCX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Summit Securities Group's LRCX Position: Q3 2026 in Review

Summit Securities Group opened a new position in Lam Research (LRCX) in Q3 2026: 1,562 shares worth $513K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in LRCX as recently as Q4 2025.

Summit Securities Group first reported a position in LRCX in Q2 2015 and has held it in 31 quarters since. The position peaked at $6.62M in Q2 2021. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Summit Securities Group held 1,562 shares of Lam Research worth $513K as of Q3 2026.
Lam Research was a new Summit Securities Group position in Q3 2026.
Lam Research made up 0.05% of Summit Securities Group's portfolio in Q3 2026, its #177 holding.
Summit Securities Group first reported a position in Lam Research in Q2 2015 and has held it in 31 quarters since.
Summit Securities Group's Lam Research position peaked at $6.62M in Q2 2021.
2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.