Nikulski Financial’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.3M | Sell |
37,508
-1,749
| -4% | -$531K | 3.51% | 3 |
|
|
2026
Q1 | $8.39M | Sell |
39,257
-2,561
| -6% | -$573K | 2.07% | 11 |
|
|
2025
Q4 | $7.16M | Sell |
41,818
-9,523
| -19% | -$1.48M | 1.71% | 15 |
|
|
2025
Q3 | $6.88M | Sell |
51,341
-827
| -2% | -$87.6K | 1.73% | 17 |
|
|
2025
Q2 | $5.08M | Sell |
52,168
-556
| -1% | -$44.1K | 1.39% | 19 |
|
|
2025
Q1 | $3.83M | Buy |
52,724
+551
| +1% | +$43.4K | 1.16% | 25 |
|
|
2024
Q4 | $3.77M | Buy |
52,173
+693
| +1% | +$52.6K | 1.11% | 24 |
|
|
2024
Q3 | $4.2M | Buy |
51,480
+4,040
| +9% | +$351K | 1.26% | 22 |
|
|
2024
Q2 | $5.05M | Buy |
47,440
+390
| +0.8% | +$37.4K | 1.61% | 19 |
|
|
2024
Q1 | $4.57M | Buy |
47,050
+1,300
| +3% | +$114K | 1.52% | 20 |
|
|
2023
Q4 | $3.58M | Buy |
45,750
+1,060
| +2% | +$72.2K | 1.31% | 21 |
|
|
2023
Q3 | $2.8M | Buy |
44,690
+4,220
| +10% | +$277K | 1.16% | 26 |
|
|
2023
Q2 | $2.6M | Buy |
40,470
+1,000
| +3% | +$56.4K | 1.08% | 30 |
|
|
2023
Q1 | $2.09M | Buy |
39,470
+260
| +0.7% | +$12.8K | 0.92% | 34 |
|
|
2022
Q4 | $1.65M | Buy |
39,210
+970
| +3% | +$40.6K | 0.79% | 39 |
|
|
2022
Q3 | $1.4M | Buy |
38,240
+1,900
| +5% | +$84.6K | 0.72% | 39 |
|
|
2022
Q2 | $1.55M | Buy |
36,340
+650
| +2% | +$30.9K | 0.77% | 37 |
|
|
2022
Q1 | $1.92M | Sell |
35,690
-180
| -0.5% | -$10.5K | 0.81% | 34 |
|
|
2021
Q4 | $2.58M | Sell |
35,870
-100
| -0.3% | -$6.27K | 1.08% | 26 |
|
|
2021
Q3 | $2.05M | Buy |
35,970
+50
| +0.1% | +$3.04K | 0.95% | 32 |
|
|
2021
Q2 | $2.29M | Sell |
35,920
-1,400
| -4% | -$88.4K | 1.07% | 28 |
|
|
2021
Q1 | $2.22M | Sell |
37,320
-340
| -0.9% | -$18.5K | 1.14% | 27 |
|
|
2020
Q4 | $1.78M | Sell |
37,660
-50
| -0.1% | -$2.1K | 0.98% | 33 |
|
|
2020
Q3 | $1.25M | Buy |
37,710
+900
| +2% | +$31K | 0.79% | 37 |
|
|
2020
Q2 | $1.19M | Buy |
36,810
+7,830
| +27% | +$214K | 0.84% | 35 |
|
|
2020
Q1 | $696K | Buy |
28,980
+16,280
| +128% | +$469K | 0.61% | 40 |
|
|
2019
Q4 | $379K | Hold |
12,700
| – | – | 0.27% | 62 |
|
|
2019
Q3 | $301K | Sell |
12,700
-700
| -5% | -$14.7K | 0.25% | 67 |
|
|
2019
Q2 | $257K | Sell |
13,400
-1,000
| -7% | -$19K | 0.22% | 72 |
|
|
2019
Q1 | $258K | Buy |
+14,400
| New | +$240K | 0.25% | 65 |
|
|
2018
Q4 | – | Sell |
-17,650
| Closed | -$250K | – | 79 |
|
|
2018
Q3 | $250K | Buy |
17,650
+3,630
| +26% | +$62K | 0.23% | 63 |
|
|
2018
Q2 | $242K | Buy |
+14,020
| New | +$270K | 0.22% | 66 |
|
Other funds holding LRCX
Nikulski Financial's LRCX Position: Q2 2026 in Review
Nikulski Financial reduced its Lam Research (LRCX) stake by 4.5% in Q2 2026, selling an estimated $531K and leaving 37,508 shares worth $16.3M. The position accounts for 3.51% of the portfolio, ranked #3.
Nikulski Financial first reported a position in LRCX in Q2 2018 and has held it in 32 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Nikulski Financial held 37,508 shares of Lam Research worth $16.3M as of Q2 2026.
- Nikulski Financial sold 1,749 Lam Research shares in Q2 2026, an estimated $531K.
- Lam Research made up 3.51% of Nikulski Financial's portfolio in Q2 2026, its #3 holding.
- Nikulski Financial first reported a position in Lam Research in Q2 2018 and has held it in 32 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.