Simmons Bank LRCX — LAM RESEARCH CORP

Ownership history in Simmons Bank  ·  9 quarters on record

AI Ownership Summary

Simmons Bank reported LAM RESEARCH CORP (LRCX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.97% in 2026 Q2. The latest visible filing shows LRCX at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simmons Bank's position in LAM RESEARCH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LRCX was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LRCX stock page Simmons Bank fund profile Simmons Bank full holdings
How Simmons Bank held LRCX — position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 39,171 +34,121 +675.7% 0.97% $17.0M 2026-07-31 $293.02
2026 Q1 ADDED — — — 5,050 +1,860 +58.3% 0.07% $1.1M 2026-04-23 $258.38
2025 Q4 UNCHANGED — — — 3,190 — 0% 0.04% $546K 2026-02-05 $212.90
2025 Q3 UNCHANGED — — — 3,190 — 0% 0.03% $427K 2025-11-04 $155.23
2025 Q2 REDUCED 14.7% +35.0% ❌ 3,190 -550 -14.7% 0.02% $311K 2025-08-06 $95.41
2025 Q1 UNCHANGED — — — 3,740 — 0% 0.02% $272K 2025-04-29 $70.33
2024 Q4 ADDED — — — 3,740 +3,342 +839.7% 0.02% $270K 2025-02-05 $81.04
2024 Q3 ADDED — — — 398 +3 +0.8% 0.02% $325K 2024-11-05 $75.33
2024 Q2 INITIATED — — — 395 — — 0.03% $421K 2024-07-26 $87.95

🏢 Other funds also holding LRCX

As of 2026 Q2 — sorted by position size

Harbor Island Capital LLC 3Y 7Y 17.18% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 15.39% McBroom & Associates, LLC 3Y 12.07% PINCUS CAPITAL MANAGEMENT, LP 11.09% DECISION INVESTMENTS, INC 9.62% J.P. Marvel Investment Advisors, LLC 3Y 7Y 7.98% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 7.02% McGuire Investment Group, LLC 3Y 7Y 6.94% NEVILLE RODIE & SHAW INC 3Y 7Y 6.82% ARS Investment Partners, LLC 3Y 7Y 6.73%

FAQ About Simmons Bank and LRCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simmons Bank reported owning LRCX?

Simmons Bank reported LRCX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LRCX position in Simmons Bank's portfolio?

The largest reported portfolio weight for LRCX was 0.97% in 2026 Q2.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q2, when Simmons Bank reported 39,171 shares, equal to 0.97% of portfolio, with an estimated market value of $17.0M.

What does the chart on this LRCX ownership page compare?

The chart compares Simmons Bank's quarterly LRCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simmons Bank time their LRCX position?

Based on 13F filing dates vs. subsequent LRCX price moves, Simmons Bank correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on LRCX relative to SPY over the holding period was +53.6%.

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