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Inscription Capital’s Lam Research LRCX Stock Holding History

Inscription Capital’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
Q2 		$4.75M Sell
10,969
-398
-4% -$121K 0.42% 43
2026
Q1 		$2.43M Sell
11,367
-2,494
-18% -$558K 0.26% 68
2025
Q4 		$2.37M Sell
13,861
-90
-0.6% -$14K 0.24% 67
2025
Q3 		$1.87M Buy
13,951
+5,128
+58% +$543K 0.2% 77
2025
Q2 		$859K Buy
+8,823
New +$700K 0.12% 122
2024
Q3 		$273K Buy
3,340
+600
+22% +$52.2K 0.04% 293
2024
Q2 		$292K Buy
+2,740
New +$263K 0.05% 253
2022
Q1 		– Sell
-3,280
Closed -$236K – 208
2021
Q4 		$236K Buy
+3,280
New +$206K 0.06% 197

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 $3.38T AUM 44.17% 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

Inscription Capital's LRCX Position: Q2 2026 in Review

Inscription Capital reduced its Lam Research (LRCX) stake by 3.5% in Q2 2026, selling an estimated $121K and leaving 10,969 shares worth $4.75M. The position accounts for 0.42% of the portfolio, ranked #43.

Inscription Capital first reported a position in LRCX in Q4 2021 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Inscription Capital held 10,969 shares of Lam Research worth $4.75M as of Q2 2026.
  • Inscription Capital sold 398 Lam Research shares in Q2 2026, an estimated $121K.
  • Lam Research made up 0.42% of Inscription Capital's portfolio in Q2 2026, its #43 holding.
  • Inscription Capital first reported a position in Lam Research in Q4 2021 and has held it in 8 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.