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Summit Trail Advisors’s Lam Research LRCX Stock Holding History

Summit Trail 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
Q1 		$11.2M Buy
52,592
+10,060
+24% +$2.25M 0.16% 74
2025
Q4 		$7.29M Sell
42,532
-5,989
-12% -$931K 0.13% 99
2025
Q3 		$6.51M Buy
48,521
+9,558
+25% +$1.01M 0.09% 112
2025
Q2 		$3.8M Buy
+38,963
New +$3.09M 0.07% 153
2024
Q4 		– Sell
-11,610
Closed -$950K – 608
2024
Q3 		$950K Buy
11,610
+600
+5% +$52.2K 0.02% 276
2024
Q2 		$1.17M Buy
11,010
+1,300
+13% +$125K 0.03% 215
2024
Q1 		$945K Buy
9,710
+1,470
+18% +$129K 0.03% 226
2023
Q4 		$647K Sell
8,240
-120
-1% -$8.18K 0.02% 239
2023
Q3 		$526K Buy
8,360
+30
+0.4% +$1.97K 0.02% 260
2023
Q2 		$537K Buy
8,330
+3,880
+87% +$219K 0.02% 252
2023
Q1 		$237K Buy
+4,450
New +$218K 0.01% 361
2020
Q4 		– Sell
-10,060
Closed -$421K – 233
2020
Q3 		$421K Buy
+10,060
New +$347K 0.08% 118
2018
Q2 		– Sell
-28,120
Closed -$399K – 578
2018
Q1 		$399K Buy
28,120
+5,990
+27% +$119K 0.07% 236
2017
Q4 		$445K Buy
+22,130
New +$435K 0.06% 245

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's LRCX Position: Q1 2026 in Review

Summit Trail Advisors increased its Lam Research (LRCX) stake by 24% in Q1 2026, buying an estimated $2.25M and bringing the position to 52,592 shares worth $11.2M. The position accounts for 0.16% of the portfolio, ranked #74.

Summit Trail Advisors first reported a position in LRCX in Q4 2017 and has held it in 14 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Summit Trail Advisors held 52,592 shares of Lam Research worth $11.2M as of Q1 2026.
  • Summit Trail Advisors bought 10,060 Lam Research shares in Q1 2026, an estimated $2.25M.
  • Lam Research made up 0.16% of Summit Trail Advisors's portfolio in Q1 2026, its #74 holding.
  • Summit Trail Advisors first reported a position in Lam Research in Q4 2017 and has held it in 14 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.