Avalon Trust’s KLA KLAC Stock Holding History

Avalon Trust’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	$15.1M	Buy	102,590 +102,550	+256,375%	+$15M	1.04%	31
2025 Q4	$4.86K	Hold	40	–	–	﹤0.01%	399
2025 Q3	$4.32K	Buy	+40	New	+$3.73K	﹤0.01%	440

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

Avalon Trust's KLAC Position: Q1 2026 in Review

Avalon Trust increased its KLA (KLAC) stake by 256,375% in Q1 2026, buying an estimated $15M and bringing the position to 102,590 shares worth $15.1M. The position accounts for 1.04% of the portfolio, ranked #31.

Avalon Trust first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Avalon Trust held 102,590 shares of KLA worth $15.1M as of Q1 2026.
Avalon Trust bought 102,550 KLA shares in Q1 2026, an estimated $15M.
KLA made up 1.04% of Avalon Trust's portfolio in Q1 2026, its #31 holding.
Avalon Trust first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.