Beese Fulmer Investment Management’s KLA KLAC Stock Holding History

Beese Fulmer Investment Management’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 Q2	$46.9M	Sell	155,284 -18,416	-11%	-$3.66M	2.71%	7
2026 Q1	$25.6M	Sell	173,700 -4,640	-3%	-$679K	1.64%	17
2025 Q4	$21.7M	Buy	178,340 +2,700	+2%	+$317K	1.41%	20
2025 Q3	$18.9M	Buy	175,640 +1,090	+0.6%	+$102K	1.31%	21
2025 Q2	$15.6M	Buy	174,550 +3,420	+2%	+$257K	1.16%	28
2025 Q1	$11.6M	Buy	171,130 +3,140	+2%	+$226K	1%	36
2024 Q4	$10.6M	Sell	167,990 -23,900	-12%	-$1.62M	0.9%	40
2024 Q3	$14.9M	Buy	+191,890	New	+$15.1M	1.28%	25

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beese Fulmer Investment Management's KLAC Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its KLA (KLAC) stake by 11% in Q2 2026, selling an estimated $3.66M and leaving 155,284 shares worth $46.9M. The position accounts for 2.71% of the portfolio, ranked #7.

Beese Fulmer Investment Management first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Beese Fulmer Investment Management held 155,284 shares of KLA worth $46.9M as of Q2 2026.
Beese Fulmer Investment Management sold 18,416 KLA shares in Q2 2026, an estimated $3.66M.
KLA made up 2.71% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #7 holding.
Beese Fulmer Investment Management first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.