Chapin Davis
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Chapin Davis’s Lineage Cell Therapeutics LCTX Stock Holding History

Chapin Davis’s Portfolio LCTX Stock Details LCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.1K Sell
20,000
-29
-0.1% -$32 ﹤0.01% 257
2026
Q2 		$26.2K Hold
20,029
– – ﹤0.01% 256
2026
Q1 		$31.6K Hold
20,029
– – 0.01% 261
2025
Q4 		$33.4K Hold
20,029
– – 0.01% 244
2025
Q3 		$33.8K Hold
20,029
– – 0.01% 246
2025
Q2 		$18.2K Hold
20,029
– – 0.01% 230
2025
Q1 		$9.04K Buy
+20,029
New +$11.7K ﹤0.01% 224

Other funds holding LCTX

Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Tableaux
Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Founders Capital Management (Texas)
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Chapin Davis's LCTX Position: Q3 2026 in Review

Chapin Davis reduced its Lineage Cell Therapeutics (LCTX) stake by 0.14% in Q3 2026, selling an estimated $32 and leaving 20,000 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Chapin Davis first reported a position in LCTX in Q1 2025 and has held it in 7 quarters since. The position peaked at $33.8K in Q3 2025. 26 funds tracked by Wall St. Rank hold LCTX as of Q3 2026.

  • Chapin Davis held 20,000 shares of Lineage Cell Therapeutics worth $19.1K as of Q3 2026.
  • Chapin Davis sold 29 Lineage Cell Therapeutics shares in Q3 2026, an estimated $32.
  • Lineage Cell Therapeutics made up ﹤0.01% of Chapin Davis's portfolio in Q3 2026, its #257 holding.
  • Chapin Davis first reported a position in Lineage Cell Therapeutics in Q1 2025 and has held it in 7 quarters since.
  • Chapin Davis's Lineage Cell Therapeutics position peaked at $33.8K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.