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 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 $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

CCM Investment Advisers's KLAC Position: Q1 2026 in Review

CCM Investment Advisers reduced its KLA (KLAC) stake by 0.43% in Q1 2026, selling an estimated $77.5K and leaving 121,570 shares worth $17.9M. The position accounts for 1.71% of the portfolio, ranked #20.

CCM Investment Advisers first reported a position in KLAC in Q2 2013 and has held it in 12 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

CCM Investment Advisers held 121,570 shares of KLA worth $17.9M as of Q1 2026.
CCM Investment Advisers sold 530 KLA shares in Q1 2026, an estimated $77.5K.
KLA made up 1.71% of CCM Investment Advisers's portfolio in Q1 2026, its #20 holding.
CCM Investment Advisers first reported a position in KLA in Q2 2013 and has held it in 12 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.