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Summit Wealth Group (Colorado)’s Lam Research LRCX Stock Holding History

Summit Wealth Group (Colorado)’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 		$646K Buy
1,490
+422
+40% +$128K 0.05% 179
2026
Q1 		$228K Buy
+1,068
New +$239K 0.02% 307
2025
Q4 		– Sell
-2,055
Closed -$610K – 373
2025
Q3 		$610K Buy
+2,055
New +$218K 0.09% 122

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 Wealth Group (Colorado)'s LRCX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Lam Research (LRCX) stake by 40% in Q2 2026, buying an estimated $128K and bringing the position to 1,490 shares worth $646K. The position accounts for 0.05% of the portfolio, ranked #179.

Summit Wealth Group (Colorado) first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,490 shares of Lam Research worth $646K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 422 Lam Research shares in Q2 2026, an estimated $128K.
  • Lam Research made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #179 holding.
  • Summit Wealth Group (Colorado) first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.