Cincinnati Specialty Underwriters Insurance’s Lam Research LRCX Stock Holding History

Cincinnati Specialty Underwriters Insurance’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	–	Sell	-27,830	Closed	-$4.76M	–	47
2025 Q4	$4.76M	Hold	27,830	–	–	1.1%	19
2025 Q3	$3.73M	Buy	+27,830	New	+$2.95M	0.87%	23
2025 Q1	–	Sell	-27,830	Closed	-$2.01M	–	38
2024 Q4	$2.01M	Hold	27,830	–	–	0.55%	28
2024 Q3	$2.27M	Hold	27,830	–	–	0.67%	27
2024 Q2	$2.96M	Hold	27,830	–	–	0.89%	25
2024 Q1	$2.7M	Hold	27,830	–	–	0.85%	28
2023 Q4	$2.18M	Hold	27,830	–	–	0.72%	31
2023 Q3	$1.74M	Hold	27,830	–	–	0.67%	31
2023 Q2	$1.79M	Hold	27,830	–	–	0.65%	31
2023 Q1	$1.48M	Hold	27,830	–	–	0.59%	32
2022 Q4	$1.17M	Hold	27,830	–	–	0.49%	35
2022 Q3	$1.02M	Buy	+27,830	New	+$1.24M	0.47%	35

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

Cincinnati Specialty Underwriters Insurance's LRCX Position: Q1 2026 in Review

Cincinnati Specialty Underwriters Insurance sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 27,830 shares — an estimated $4.76M sold.

Cincinnati Specialty Underwriters Insurance first reported a position in LRCX in Q3 2022 and held it in 12 quarters. The position peaked at $4.76M in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Cincinnati Specialty Underwriters Insurance reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Cincinnati Specialty Underwriters Insurance sold 27,830 Lam Research shares in Q1 2026, an estimated $4.76M.
Cincinnati Specialty Underwriters Insurance first reported a position in Lam Research in Q3 2022 and held it in 12 quarters.
Cincinnati Specialty Underwriters Insurance's Lam Research position peaked at $4.76M in Q4 2025.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Cincinnati Specialty Underwriters Insurance's 13F filing for Q1 2026, filed 11 May 2026.