Burns Matteson Capital Management’s KLA KLAC Stock Holding History

Burns Matteson Capital 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
2025 Q4	–	Sell	-3,940	Closed	-$425K	–	229
2025 Q3	$425K	Buy	+3,940	New	+$368K	0.17%	106
2022 Q4	–	Sell	-8,620	Closed	-$261K	–	162
2022 Q3	$261K	Sell	8,620 -7,980	-48%	-$276K	0.19%	74
2022 Q2	$530K	Buy	16,600 +3,130	+23%	+$105K	0.37%	72
2022 Q1	$493K	Sell	13,470 -6,150	-31%	-$230K	0.34%	58
2021 Q4	$844K	Buy	19,620 +3,090	+19%	+$119K	0.57%	43
2021 Q3	$553K	Buy	+16,530	New	+$552K	0.42%	47

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Burns Matteson Capital Management's KLAC Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of KLA (KLAC) in Q4 2025, closing a stake of 3,940 shares — an estimated $425K sold.

Burns Matteson Capital Management first reported a position in KLAC in Q3 2021 and held it in 6 quarters. The position peaked at $844K in Q4 2021. 1,907 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

Burns Matteson Capital Management reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 3,940 KLA shares in Q4 2025, an estimated $425K.
Burns Matteson Capital Management first reported a position in KLA in Q3 2021 and held it in 6 quarters.
Burns Matteson Capital Management's KLA position peaked at $844K in Q4 2021.
1,907 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.