Apriem Advisors’s KLA KLAC Stock Holding History

Apriem Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.52M	Sell	23,880 -870	-4%	-$127K	0.34%	50
2025 Q4	$3.01M	Sell	24,750 -390	-2%	-$45.7K	0.28%	54
2025 Q3	$2.71M	Sell	25,140 -670	-3%	-$62.5K	0.26%	56
2025 Q2	$2.31M	Hold	25,810	–	–	0.25%	61
2025 Q1	$1.75M	Sell	25,810 -1,270	-5%	-$91.5K	0.21%	63
2024 Q4	$1.71M	Sell	27,080 -13,190	-33%	-$891K	0.2%	64
2024 Q3	$3.12M	Sell	40,270 -1,750	-4%	-$137K	0.36%	47
2024 Q2	$3.46M	Sell	42,020 -19,800	-32%	-$1.46M	0.42%	44
2024 Q1	$4.32M	Sell	61,820 -1,620	-3%	-$104K	0.54%	38
2023 Q4	$3.69M	Sell	63,440 -5,750	-8%	-$299K	0.49%	36
2023 Q3	$3.17M	Sell	69,190 -3,170	-4%	-$152K	0.47%	37
2023 Q2	$3.51M	Sell	72,360 -5,300	-7%	-$221K	0.53%	37
2023 Q1	$3.1M	Sell	77,660 -19,680	-20%	-$776K	0.5%	39
2022 Q4	$3.67M	Sell	97,340 -3,090	-3%	-$108K	0.64%	33
2022 Q3	$3.04M	Sell	100,430 -2,200	-2%	-$76.2K	0.55%	36
2022 Q2	$3.27M	Sell	102,630 -55,540	-35%	-$1.87M	0.56%	35
2022 Q1	$5.79M	Sell	158,170 -9,680	-6%	-$362K	0.85%	26
2021 Q4	$7.22M	Sell	167,850 -8,040	-5%	-$310K	1.02%	26
2021 Q3	$5.88M	Sell	175,890 -6,760	-4%	-$226K	0.84%	26
2021 Q2	$5.92M	Sell	182,650 -1,880	-1%	-$60.2K	0.88%	27
2021 Q1	$6.1M	Sell	184,530 -163,990	-47%	-$4.94M	0.94%	27
2020 Q4	$9.02M	Sell	348,520 -69,110	-17%	-$1.61M	1.61%	20
2020 Q3	$8.09M	Buy	417,630 +790	+0.2%	+$15.6K	1.49%	21
2020 Q2	$8.11M	Sell	416,840 -7,600	-2%	-$130K	1.67%	19
2020 Q1	$6.1M	Sell	424,440 -23,770	-5%	-$383K	1.48%	19
2019 Q4	$7.99M	Sell	448,210 -11,670	-3%	-$196K	1.53%	20
2019 Q3	$7.33M	Buy	459,880 +230	+0.1%	+$3.21K	1.63%	22
2019 Q2	$5.43M	Buy	+459,650	New	+$5.32M	1.7%	22
2018 Q3	–	Sell	-1,000	Closed	-$10K	–	265
2018 Q2	$10K	Buy	+1,000	New	+$10.9K	﹤0.01%	426
2017 Q3	–	Sell	-60,000	Closed	-$549K	–	149
2017 Q2	$549K	Hold	60,000	–	–	0.15%	70
2017 Q1	$570K	Buy	60,000 +4,000	+7%	+$35.2K	0.15%	66
2016 Q4	$441K	Buy	56,000 +55,000	+5,500%	+$420K	0.13%	75
2016 Q3	$7K	Buy	+1,000	New	+$7.2K	﹤0.01%	432
2015 Q4	–	Sell	-1,500	Closed	-$8K	–	553
2015 Q3	$8K	Hold	1,500	–	–	﹤0.01%	376
2015 Q2	$8K	Hold	1,500	–	–	﹤0.01%	436
2015 Q1	$9K	Buy	1,500 +500	+50%	+$3.2K	﹤0.01%	420
2014 Q4	$7K	Hold	1,000	–	–	﹤0.01%	403
2014 Q3	$8K	Sell	1,000 -1,000	-50%	-$7.55K	﹤0.01%	398
2014 Q2	$15K	Buy	+2,000	New	+$13.3K	0.01%	301

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Apriem Advisors's KLAC Position: Q1 2026 in Review

Apriem Advisors reduced its KLA (KLAC) stake by 3.5% in Q1 2026, selling an estimated $127K and leaving 23,880 shares worth $3.52M. The position accounts for 0.34% of the portfolio, ranked #50.

Apriem Advisors first reported a position in KLAC in Q2 2014 and has held it in 39 quarters since. The position peaked at $9.02M in Q4 2020. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Apriem Advisors held 23,880 shares of KLA worth $3.52M as of Q1 2026.
Apriem Advisors sold 870 KLA shares in Q1 2026, an estimated $127K.
KLA made up 0.34% of Apriem Advisors's portfolio in Q1 2026, its #50 holding.
Apriem Advisors first reported a position in KLA in Q2 2014 and has held it in 39 quarters since.
Apriem Advisors's KLA position peaked at $9.02M in Q4 2020.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.