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Summit Wealth & Retirement Planning’s Lam Research LRCX Stock Holding History

Summit Wealth & Retirement Planning’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 		$212K Buy
+490
New +$149K 0.05% 108
2019
Q2 		– Sell
-22,760
Closed -$407K – 138
2019
Q1 		$407K Sell
22,760
-100
-0.4% -$1.67K 0.24% 89
2018
Q4 		$311K Buy
+22,860
New +$328K 0.24% 85

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 & Retirement Planning's LRCX Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Lam Research (LRCX) in Q2 2026: 490 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings. This is a return to the name: Summit Wealth & Retirement Planning previously reported a position in LRCX as recently as Q1 2019.

Summit Wealth & Retirement Planning first reported a position in LRCX in Q4 2018 and has held it in 3 quarters since. The position peaked at $407K in Q1 2019. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summit Wealth & Retirement Planning held 490 shares of Lam Research worth $212K as of Q2 2026.
  • Lam Research was a new Summit Wealth & Retirement Planning position in Q2 2026.
  • Lam Research made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #108 holding.
  • Summit Wealth & Retirement Planning first reported a position in Lam Research in Q4 2018 and has held it in 3 quarters since.
  • Summit Wealth & Retirement Planning's Lam Research position peaked at $407K in Q1 2019.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.