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 Q2	–	Sell	-30,000	Closed	-$2.18M	–	1707
2025 Q1	$2.18M	Buy	+30,000	New	+$2.36M	0.02%	653
2021 Q4	–	Sell	-100,000	Closed	-$5.69M	–	1793
2021 Q3	$5.69M	Buy	+100,000	New	+$6.08M	0.07%	400
2018 Q1	–	Sell	-1,000,000	Closed	-$18.4M	–	282
2017 Q4	$18.4M	Buy	+1,000,000	New	+$19.7M	1.91%	4

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

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. 2,386 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.
2,386 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.