Luther King Capital Management (LKCM)
ISRG icon

Luther King Capital Management (LKCM)’s Intuitive Surgical ISRG Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.07M Buy
6,662
+150
+2% +$75.9K 0.01% 310
2025
Q4 		$3.69M Buy
6,512
+557
+9% +$297K 0.02% 292
2025
Q3 		$2.66M Buy
5,955
+67
+1% +$32.2K 0.01% 315
2025
Q2 		$3.2M Sell
5,888
-138
-2% -$72.2K 0.01% 292
2025
Q1 		$2.98M Buy
6,026
+119
+2% +$65.8K 0.01% 279
2024
Q4 		$3.08M Buy
5,907
+242
+4% +$126K 0.01% 283
2024
Q3 		$2.78M Sell
5,665
-5
-0.1% -$2.33K 0.01% 290
2024
Q2 		$2.52M Buy
5,670
+114
+2% +$45.4K 0.01% 292
2024
Q1 		$2.22M Buy
5,556
+74
+1% +$28K 0.01% 310
2023
Q4 		$1.85M Sell
5,482
-10
-0.2% -$2.98K 0.01% 323
2023
Q3 		$1.61M Sell
5,492
-510
-8% -$159K 0.01% 330
2023
Q2 		$2.05M Sell
6,002
-365
-6% -$110K 0.01% 317
2023
Q1 		$1.63M Sell
6,367
-16
-0.3% -$3.94K 0.01% 327
2022
Q4 		$1.69M Buy
6,383
+291
+5% +$71K 0.01% 315
2022
Q3 		$1.14M Sell
6,092
-625
-9% -$134K 0.01% 360
2022
Q2 		$1.35M Buy
6,717
+4,496
+202% +$1.05M 0.01% 343
2022
Q1 		$670K Sell
2,221
-3,185
-59% -$930K ﹤0.01% 443
2021
Q4 		$1.94M Sell
5,406
-273
-5% -$93.9K 0.01% 312
2021
Q3 		$1.88M Sell
5,679
-861
-13% -$289K 0.01% 315
2021
Q2 		$2M Sell
6,540
-111
-2% -$31.1K 0.01% 321
2021
Q1 		$1.64M Sell
6,651
-288
-4% -$72.5K 0.01% 325
2020
Q4 		$1.89M Buy
6,939
+4,518
+187% +$1.12M 0.01% 290
2020
Q3 		$573K Buy
+2,421
New +$544K ﹤0.01% 393

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM)'s ISRG Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its Intuitive Surgical (ISRG) stake by 2.3% in Q1 2026, buying an estimated $75.9K and bringing the position to 6,662 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #310.

Luther King Capital Management (LKCM) first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.69M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Luther King Capital Management (LKCM) held 6,662 shares of Intuitive Surgical worth $3.07M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 150 Intuitive Surgical shares in Q1 2026, an estimated $75.9K.
  • Intuitive Surgical made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #310 holding.
  • Luther King Capital Management (LKCM) first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Luther King Capital Management (LKCM)'s Intuitive Surgical position peaked at $3.69M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.