SEC 13F Intelligence

Nikulski Financial, Inc. / LRCX

Nikulski Financial, Inc.’s Lam Research Corp Position

Does Nikulski Financial, Inc. own Lam Research Corp (LRCX)? Yes — 39.3K shares worth $8M (+2.07% of its 13F portfolio) as of Q1 2026, down from 41.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
39.3K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.3K$8M+2.07%
Q4 202541.8K$7M+1.71%
Q3 202551.3K$7M+1.73%
Q2 202552.2K$5M+1.39%
Q1 202552.7K$4M+1.16%
Q4 202452.2K$4M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nikulski Financial, Inc.’s full portfolio or all institutional holders of LRCX.