Summit Wealth & Retirement Planning »

Lam Research shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Lam Research

Tip: Access up to 7 years of quarterly data

All positions including Lam Research held by Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 490 433.33

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Intl Small Cap V (DISV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)

View all positions for Summit Wealth & Retirement Planning

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