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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Financial's LRCX Position: Q1 2026 in Review

Sun Financial reduced its Lam Research (LRCX) stake by 3% in Q1 2026, selling an estimated $40.5K and leaving 5,917 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #32.

Sun Financial first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,637 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Sun Financial held 5,917 shares of Lam Research worth $1.77M as of Q1 2026.
Sun Financial sold 181 Lam Research shares in Q1 2026, an estimated $40.5K.
Lam Research made up 0.89% of Sun Financial's portfolio in Q1 2026, its #32 holding.
Sun Financial first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,637 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.