Carmel Capital Management’s KLA KLAC Stock Holding History

Carmel 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
2026 Q2	$26.3M	Sell	87,020 -32,850	-27%	-$6.52M	5.75%	5
2026 Q1	$17.6M	Sell	119,870 -15,800	-12%	-$2.31M	5.05%	7
2025 Q4	$16.5M	Buy	135,670 +350	+0.3%	+$41.1K	5%	6
2025 Q3	$14.6M	Buy	135,320 +2,290	+2%	+$214K	4.44%	6
2025 Q2	$11.9M	Buy	133,030 +300	+0.2%	+$22.6K	4.02%	8
2025 Q1	$9.02M	Buy	132,730 +2,680	+2%	+$193K	3.66%	15
2024 Q4	$8.19M	Sell	130,050 -40,100	-24%	-$2.71M	3.1%	15
2024 Q3	$13.2M	Sell	170,150 -2,720	-2%	-$213K	4.94%	6
2024 Q2	$14.3M	Sell	172,870 -860	-0.5%	-$63.5K	5.55%	6
2024 Q1	$12.1M	Sell	173,730 -110	-0.1%	-$7.06K	4.99%	7
2023 Q4	$10.1M	Sell	173,840 -3,750	-2%	-$195K	4.85%	7
2023 Q3	$8.15M	Sell	177,590 -1,650	-0.9%	-$79.1K	4.61%	7
2023 Q2	$8.69M	Hold	179,240	–	–	4.52%	7
2023 Q1	$7.15M	Buy	179,240 +3,000	+2%	+$118K	4.09%	9
2022 Q4	$6.64M	Buy	176,240 +2,470	+1%	+$86.1K	4.1%	10
2022 Q3	$5.26M	Buy	173,770 +4,500	+3%	+$156K	3.43%	14
2022 Q2	$5.4M	Buy	169,270 +6,000	+4%	+$202K	3.35%	15
2022 Q1	$5.98M	Buy	163,270 +3,750	+2%	+$140K	3.11%	15
2021 Q4	$6.86M	Buy	+159,520	New	+$6.16M	3.37%	11

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

Carmel Capital Management's KLAC Position: Q2 2026 in Review

Carmel Capital Management reduced its KLA (KLAC) stake by 27% in Q2 2026, selling an estimated $6.52M and leaving 87,020 shares worth $26.3M. The position accounts for 5.75% of the portfolio, ranked #5.

Carmel Capital Management first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Carmel Capital Management held 87,020 shares of KLA worth $26.3M as of Q2 2026.
Carmel Capital Management sold 32,850 KLA shares in Q2 2026, an estimated $6.52M.
KLA made up 5.75% of Carmel Capital Management's portfolio in Q2 2026, its #5 holding.
Carmel Capital Management first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.