Summit Financial Wealth Advisors »

Lam Research shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Lam Research

Tip: Access up to 7 years of quarterly data

All positions including Lam Research held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lam Research by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $280k 645 433.33

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Corpo Etf (SPBO)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
First Tr Exchange-traded First Tr Enh New (FTSM)
UnitedHealth (UNH)
Valero Energy Corporation (VLO)
Cisco Systems (CSCO)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding Lam Research

BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
FMR
Morgan Stanley
Norges Bank Investment Management
Ameriprise Financial
Susquehanna International
Northern Trust
Goldman Sachs Group
T. Rowe Price Associates

View all funds holding Lam Research