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SummitTX Capital’s Lam Research LRCX Stock Holding History

SummitTX Capital’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 		– Sell
-9,800
Closed -$2.09M – 915
2026
Q1 		$2.09M Buy
+9,800
New +$2.19M 0.07% 297
2025
Q4 		– Sell
-83,501
Closed -$11.2M – 864
2025
Q3 		$11.2M Sell
83,501
-16,335
-16% -$1.73M 0.46% 43
2025
Q2 		$9.72M Sell
99,836
-156,913
-61% -$12.4M 0.42% 48
2025
Q1 		$18.7M Buy
+256,749
New +$20.2M 0.8% 12

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

SummitTX Capital's LRCX Position: Q2 2026 in Review

SummitTX Capital sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 9,800 shares — an estimated $2.09M sold.

SummitTX Capital first reported a position in LRCX in Q1 2025 and held it in 4 quarters. The position peaked at $18.7M in Q1 2025. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SummitTX Capital reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 9,800 Lam Research shares in Q2 2026, an estimated $2.09M.
  • SummitTX Capital first reported a position in Lam Research in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Lam Research position peaked at $18.7M in Q1 2025.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.