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Lam Research shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Lam Research

Tip: Access up to 7 years of quarterly data

All positions including Lam Research held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 1.1k 213.69
2025-09-30 $610k 2.1k 296.82

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
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Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
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Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Lam Research

BlackRock
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Invesco
Norges Bank Investment Management
Goldman Sachs Group
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Arrowstreet Capital, Limited Partnership
Susquehanna International
Ubs Global Asset Management Americas
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Legal & General Group

View all funds holding Lam Research