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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inscription Capital's LRCX Position: Q1 2026 in Review

Inscription Capital reduced its Lam Research (LRCX) stake by 18% in Q1 2026, selling an estimated $558K and leaving 11,367 shares worth $2.43M. The position accounts for 0.26% of the portfolio, ranked #68.

Inscription Capital first reported a position in LRCX in Q4 2021 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Inscription Capital held 11,367 shares of Lam Research worth $2.43M as of Q1 2026.
  • Inscription Capital sold 2,494 Lam Research shares in Q1 2026, an estimated $558K.
  • Lam Research made up 0.26% of Inscription Capital's portfolio in Q1 2026, its #68 holding.
  • Inscription Capital first reported a position in Lam Research in Q4 2021 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.