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Summitry LLC’s Lam Research LRCX Stock Holding History

Summitry LLC’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 		$807K Buy
1,863
+326
+21% +$99K 0.03% 110
2026
Q1 		$328K Buy
1,537
+132
+9% +$29.5K 0.01% 194
2025
Q4 		$241K Buy
+1,405
New +$219K 0.01% 214

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summitry LLC's LRCX Position: Q2 2026 in Review

Summitry LLC increased its Lam Research (LRCX) stake by 21% in Q2 2026, buying an estimated $99K and bringing the position to 1,863 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #110.

Summitry LLC first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 973 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Summitry LLC held 1,863 shares of Lam Research worth $807K as of Q2 2026.
  • Summitry LLC bought 326 Lam Research shares in Q2 2026, an estimated $99K.
  • Lam Research made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #110 holding.
  • Summitry LLC first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 973 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.