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Sun Financial’s Lam Research LRCX Stock Holding History

Sun Financial’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 		$316K Sell
1,032
-4,885
-83% -$1.48M 0.15% 121
2026
Q1 		$1.77M Sell
5,917
-181
-3% -$40.5K 0.89% 32
2025
Q4 		$1.04M Buy
+6,098
New +$948K 0.58% 61

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 $3.38T AUM 44.17% 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

Sun Financial's LRCX Position: Q2 2026 in Review

Sun Financial reduced its Lam Research (LRCX) stake by 83% in Q2 2026, selling an estimated $1.48M and leaving 1,032 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #121.

Sun Financial first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sun Financial held 1,032 shares of Lam Research worth $316K as of Q2 2026.
  • Sun Financial sold 4,885 Lam Research shares in Q2 2026, an estimated $1.48M.
  • Lam Research made up 0.15% of Sun Financial's portfolio in Q2 2026, its #121 holding.
  • Sun Financial first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Lam Research position peaked at $1.77M in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.