Kozak & Associates
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Kozak & Associates’s Lam Research LRCX Stock Holding History

Kozak & Associates’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
Q3 		$237K Buy
932
+2
+0.2% +$625 0.04% 68
2026
Q2 		$364K Hold
930
– – 0.06% 58
2026
Q1 		$249K Buy
930
+1
+0.1% +$224 0.05% 64
2025
Q4 		$203K Buy
929
+1
+0.1% +$156 0.04% 72
2025
Q3 		$137K Buy
928
+2
+0.2% +$212 0.03% 96
2025
Q2 		$92.5K Buy
926
+2
+0.2% +$159 0.02% 112
2025
Q1 		$62.7K Buy
924
+6
+0.7% +$472 0.02% 118
2024
Q4 		$69K Sell
918
-2,485
-73% -$188K 0.02% 120
2024
Q3 		$252K Buy
3,403
+13
+0.4% +$1.13K 0.06% 72
2024
Q2 		$368K Hold
3,390
– – 0.09% 52
2024
Q1 		$320K Buy
3,390
+1,600
+89% +$141K 0.09% 63
2023
Q4 		$136K Buy
1,790
+520
+41% +$35.4K 0.04% 85
2023
Q3 		$79.5K Buy
1,270
+110
+9% +$7.23K 0.03% 114
2023
Q2 		$75.8K Hold
1,160
– – 0.03% 116
2023
Q1 		$61.7K Hold
1,160
– – 0.03% 133
2022
Q4 		$49K Sell
1,160
-1,170
-50% -$48.9K 0.02% 150
2022
Q3 		$76K Hold
2,330
– – 0.05% 119
2022
Q2 		$99K Buy
2,330
+380
+19% +$18.1K 0.07% 106
2022
Q1 		$97K Hold
1,950
– – 0.06% 116
2021
Q4 		$97K Buy
1,950
+870
+81% +$54.5K 0.06% 116
2021
Q3 		$68K Buy
+1,080
New +$65.7K 0.04% 135

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Kozak & Associates's LRCX Position: Q3 2026 in Review

Kozak & Associates increased its Lam Research (LRCX) stake by 0.22% in Q3 2026, buying an estimated $625 and bringing the position to 932 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #68.

Kozak & Associates first reported a position in LRCX in Q3 2021 and has held it in 21 quarters since. The position peaked at $368K in Q2 2024. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Kozak & Associates held 932 shares of Lam Research worth $237K as of Q3 2026.
  • Kozak & Associates bought 2 Lam Research shares in Q3 2026, an estimated $625.
  • Lam Research made up 0.04% of Kozak & Associates's portfolio in Q3 2026, its #68 holding.
  • Kozak & Associates first reported a position in Lam Research in Q3 2021 and has held it in 21 quarters since.
  • Kozak & Associates's Lam Research position peaked at $368K in Q2 2024.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.