CCM Investment Advisers’s KLA KLAC Stock Holding History

CCM Investment Advisers’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	$36.8M	Buy	122,060 +490	+0.4%	+$97.3K	2.85%	7
2026 Q1	$17.9M	Sell	121,570 -530	-0.4%	-$77.5K	1.71%	20
2025 Q4	$14.8M	Buy	122,100 +10,210	+9%	+$1.2M	1.42%	36
2025 Q3	$12.1M	Buy	+111,890	New	+$10.4M	1.19%	42
2016 Q3	–	Sell	-159,500	Closed	-$1.17M	–	103
2016 Q2	$1.17M	Buy	+159,500	New	+$1.14M	0.11%	87
2015 Q2	–	Sell	-38,050	Closed	-$221K	–	129
2015 Q1	$221K	Sell	38,050 -750	-2%	-$4.8K	0.02%	121
2014 Q4	$272K	Sell	38,800 -1,500	-4%	-$11.1K	0.02%	102
2014 Q3	$317K	Hold	40,300	–	–	0.03%	95
2014 Q2	$292K	Sell	40,300 -2,750	-6%	-$18.3K	0.03%	95
2014 Q1	$297K	Sell	43,050 -250	-0.6%	-$1.62K	0.03%	104
2013 Q4	$279K	Hold	43,300	–	–	0.03%	109
2013 Q3	$263K	Sell	43,300 -3,500	-7%	-$20.5K	0.03%	133
2013 Q2	$260K	Buy	+46,800	New	+$256K	0.03%	134

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

CCM Investment Advisers's KLAC Position: Q2 2026 in Review

CCM Investment Advisers increased its KLA (KLAC) stake by 0.4% in Q2 2026, buying an estimated $97.3K and bringing the position to 122,060 shares worth $36.8M. The position accounts for 2.85% of the portfolio, ranked #7.

CCM Investment Advisers first reported a position in KLAC in Q2 2013 and has held it in 13 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

CCM Investment Advisers held 122,060 shares of KLA worth $36.8M as of Q2 2026.
CCM Investment Advisers bought 490 KLA shares in Q2 2026, an estimated $97.3K.
KLA made up 2.85% of CCM Investment Advisers's portfolio in Q2 2026, its #7 holding.
CCM Investment Advisers first reported a position in KLA in Q2 2013 and has held it in 13 quarters since.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.