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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
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
-33,112
-97% -$2.51M 0.02% 120
2024
Q3 		$252K Buy
34,030
+30,640
+904% +$2.66M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kozak & Associates's LRCX Position: Q2 2026 in Review

Kozak & Associates held its Lam Research (LRCX) position steady in Q2 2026 at 930 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #58.

Kozak & Associates first reported a position in LRCX in Q3 2021 and has held it in 20 quarters since. The position peaked at $368K in Q2 2024. 889 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kozak & Associates held 930 shares of Lam Research worth $364K as of Q2 2026.
  • Kozak & Associates left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.06% of Kozak & Associates's portfolio in Q2 2026, its #58 holding.
  • Kozak & Associates first reported a position in Lam Research in Q3 2021 and has held it in 20 quarters since.
  • Kozak & Associates's Lam Research position peaked at $368K in Q2 2024.
  • 889 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.