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Elm3 Financial Group’s KLA KLAC Stock Holding History

Elm3 Financial Group’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 		$795K Sell
5,400
-40
-0.7% -$5.85K 0.67% 38
2025
Q4 		$661K Sell
5,440
-120
-2% -$14.1K 0.55% 46
2025
Q3 		$600K Buy
5,560
+170
+3% +$15.9K 0.49% 43
2025
Q2 		$483K Buy
5,390
+120
+2% +$9.03K 0.4% 53
2025
Q1 		$358K Sell
5,270
-460
-8% -$33.1K 0.31% 72
2024
Q4 		$361K Buy
+5,730
New +$387K 0.31% 60

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Elm3 Financial Group's KLAC Position: Q1 2026 in Review

Elm3 Financial Group reduced its KLA (KLAC) stake by 0.74% in Q1 2026, selling an estimated $5.85K and leaving 5,400 shares worth $795K. The position accounts for 0.67% of the portfolio, ranked #38.

Elm3 Financial Group first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Elm3 Financial Group held 5,400 shares of KLA worth $795K as of Q1 2026.
  • Elm3 Financial Group sold 40 KLA shares in Q1 2026, an estimated $5.85K.
  • KLA made up 0.67% of Elm3 Financial Group's portfolio in Q1 2026, its #38 holding.
  • Elm3 Financial Group first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.