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Caption Management’s Lam Research LRCX Stock Holding History

Caption Management’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
2025
Q4 		– Sell
-16,000
Closed -$2.49M – 1874
2025
Q3 		$2.14M Sell
16,000
-1,200
-7% -$127K 0.02% 822
2025
Q2 		$1.67M Buy
17,200
+8,200
+91% +$650K 0.02% 777
2025
Q1 		$654K Buy
+9,000
New +$709K 0.01% 1029
2020
Q2 		– Sell
-34,000
Closed -$816K – 1094
2020
Q1 		$816K Buy
+34,000
New +$979K 0.05% 455
2018
Q1 		– Sell
-125,000
Closed -$2.3M – 281
2017
Q4 		$2.3M Buy
+125,000
New +$2.46M 0.24% 121

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caption Management's LRCX Position: Q4 2025 in Review

Caption Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 16,000 shares — an estimated $2.49M sold.

Caption Management first reported a position in LRCX in Q4 2017 and held it in 5 quarters. The position peaked at $2.3M in Q4 2017. 2,391 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

  • Caption Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 16,000 Lam Research shares in Q4 2025, an estimated $2.49M.
  • Caption Management first reported a position in Lam Research in Q4 2017 and held it in 5 quarters.
  • Caption Management's Lam Research position peaked at $2.3M in Q4 2017.
  • 2,391 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.