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CSM Advisors’s KLA KLAC Stock Holding History

CSM Advisors’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 		$27.6M Sell
91,520
-79,980
-47% -$15.9M 0.59% 36
2026
Q1 		$25.2M Buy
171,500
+136,080
+384% +$19.9M 0.62% 41
2025
Q4 		$4.3M Buy
35,420
+6,180
+21% +$725K 0.12% 197
2025
Q3 		$3.15M Buy
29,240
+26,220
+868% +$2.45M 0.09% 259
2025
Q2 		$270K Buy
3,020
+60
+2% +$4.51K 0.01% 365
2025
Q1 		$200K Buy
+2,960
New +$213K 0.01% 124
2024
Q3 		– Sell
-2,800
Closed -$230K – 129
2024
Q2 		$230K Sell
2,800
-100
-3% -$7.39K 0.02% 125
2024
Q1 		$201K Buy
+2,900
New +$186K 0.01% 135

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CSM Advisors's KLAC Position: Q2 2026 in Review

CSM Advisors reduced its KLA (KLAC) stake by 47% in Q2 2026, selling an estimated $15.9M and leaving 91,520 shares worth $27.6M. The position accounts for 0.59% of the portfolio, ranked #36.

CSM Advisors first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • CSM Advisors held 91,520 shares of KLA worth $27.6M as of Q2 2026.
  • CSM Advisors sold 79,980 KLA shares in Q2 2026, an estimated $15.9M.
  • KLA made up 0.59% of CSM Advisors's portfolio in Q2 2026, its #36 holding.
  • CSM Advisors first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.