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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
Q2 		$21.7M Sell
50,141
-2,451
-5% -$744K 0.27% 51
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 $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 Trail Advisors's LRCX Position: Q2 2026 in Review

Summit Trail Advisors reduced its Lam Research (LRCX) stake by 4.7% in Q2 2026, selling an estimated $744K and leaving 50,141 shares worth $21.7M. The position accounts for 0.27% of the portfolio, ranked #51.

Summit Trail Advisors first reported a position in LRCX in Q4 2017 and has held it in 15 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Trail Advisors held 50,141 shares of Lam Research worth $21.7M as of Q2 2026.
  • Summit Trail Advisors sold 2,451 Lam Research shares in Q2 2026, an estimated $744K.
  • Lam Research made up 0.27% of Summit Trail Advisors's portfolio in Q2 2026, its #51 holding.
  • Summit Trail Advisors first reported a position in Lam Research in Q4 2017 and has held it in 15 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.