Blue Capital Inc’s Lam Research LRCX Stock Holding History

Blue Capital Inc’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$681K	Sell	3,186 -385	-11%	-$86.1K	0.44%	60
2025 Q4	$611K	Buy	+3,571	New	+$555K	0.44%	55

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Capital Inc's LRCX Position: Q1 2026 in Review

Blue Capital Inc reduced its Lam Research (LRCX) stake by 11% in Q1 2026, selling an estimated $86.1K and leaving 3,186 shares worth $681K. The position accounts for 0.44% of the portfolio, ranked #60.

Blue Capital Inc first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Blue Capital Inc held 3,186 shares of Lam Research worth $681K as of Q1 2026.
Blue Capital Inc sold 385 Lam Research shares in Q1 2026, an estimated $86.1K.
Lam Research made up 0.44% of Blue Capital Inc's portfolio in Q1 2026, its #60 holding.
Blue Capital Inc first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.