SOUTHERN MICHIGAN BANK & TRUST LRCX — Lam Research Corp

Ownership history in SOUTHERN MICHIGAN BANK & TRUST  ·  2 quarters on record

AI Ownership Summary

SOUTHERN MICHIGAN BANK & TRUST reported Lam Research Corp (LRCX) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q2. The latest visible filing shows LRCX at 0.27% 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 SOUTHERN MICHIGAN BANK & TRUST'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 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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
2026 Q1 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.

How SOUTHERN MICHIGAN BANK & TRUST 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,751 +113 +6.9% 0.27% $759K 2026-07-21 $321.66
2026 Q1 INITIATED — — — 1,638 — — 0.13% $350K 2026-04-27 $259.01

FAQ About SOUTHERN MICHIGAN BANK & TRUST and LRCX

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

How long has SOUTHERN MICHIGAN BANK & TRUST reported owning LRCX?

SOUTHERN MICHIGAN BANK & TRUST reported LRCX across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported LRCX position in SOUTHERN MICHIGAN BANK & TRUST's portfolio?

The largest reported portfolio weight for LRCX was 0.27% in 2026 Q2.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q2, when SOUTHERN MICHIGAN BANK & TRUST reported 1,751 shares, equal to 0.27% of portfolio, with an estimated market value of $759K.

What does the chart on this LRCX ownership page compare?

The chart compares SOUTHERN MICHIGAN BANK & TRUST'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.

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