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M. Kulyk & Associates’s Lam Research LRCX Stock Holding History

M. Kulyk & 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 		$9.65M Buy
22,260
+17,231
+343% +$5.23M 1.57% 22
2026
Q1 		$1.07M Buy
+5,029
New +$1.12M 0.2% 55

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 $3.37T AUM 44.26% 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

M. Kulyk & Associates's LRCX Position: Q2 2026 in Review

M. Kulyk & Associates increased its Lam Research (LRCX) stake by 343% in Q2 2026, buying an estimated $5.23M and bringing the position to 22,260 shares worth $9.65M. The position accounts for 1.57% of the portfolio, ranked #22.

M. Kulyk & Associates first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • M. Kulyk & Associates held 22,260 shares of Lam Research worth $9.65M as of Q2 2026.
  • M. Kulyk & Associates bought 17,231 Lam Research shares in Q2 2026, an estimated $5.23M.
  • Lam Research made up 1.57% of M. Kulyk & Associates's portfolio in Q2 2026, its #22 holding.
  • M. Kulyk & Associates first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.