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Evelyn Partners Investment Management Services’s KLA KLAC Stock Holding History

Evelyn Partners Investment Management Services’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 		$82.5K Hold
560
– – 0.01% 156
2025
Q4 		$68K Hold
560
– – 0.01% 161
2025
Q3 		$60.4K Hold
560
– – 0.01% 172
2025
Q2 		$50.2K Hold
560
– – 0.01% 171
2025
Q1 		$38.1K Hold
560
– – 0.01% 179
2024
Q4 		$35.3K Buy
+560
New +$37.8K 0.01% 185

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

Evelyn Partners Investment Management Services's KLAC Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its KLA (KLAC) position steady in Q1 2026 at 560 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #156.

Evelyn Partners Investment Management Services first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Evelyn Partners Investment Management Services held 560 shares of KLA worth $82.5K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #156 holding.
  • Evelyn Partners Investment Management Services first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.