Evergreen Capital Management’s KLA KLAC Stock Holding History

Evergreen Capital Management’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	$2.79M	Buy	18,940 +900	+5%	+$132K	0.06%	264
2025 Q4	$2.19M	Buy	18,040 +5,910	+49%	+$693K	0.05%	292
2025 Q3	$1.31M	Buy	12,130 +1,590	+15%	+$148K	0.03%	346
2025 Q2	$944K	Buy	10,540 +450	+4%	+$33.9K	0.03%	377
2025 Q1	$686K	Buy	10,090 +2,370	+31%	+$171K	0.02%	404
2024 Q4	$486K	Sell	7,720 -1,410	-15%	-$95.3K	0.02%	519
2024 Q3	$707K	Buy	9,130 +810	+10%	+$63.6K	0.02%	400
2024 Q2	$686K	Buy	8,320 +660	+9%	+$48.8K	0.02%	386
2024 Q1	$535K	Sell	7,660 -90	-1%	-$5.78K	0.02%	436
2023 Q4	$451K	Buy	7,750 +350	+5%	+$18.2K	0.02%	449
2023 Q3	$339K	Sell	7,400 -300	-4%	-$14.4K	0.01%	512
2023 Q2	$373K	Buy	7,700 +360	+5%	+$15K	0.02%	478
2023 Q1	$293K	Sell	7,340 -70	-0.9%	-$2.76K	0.01%	517
2022 Q4	$279K	Sell	7,410 -880	-11%	-$30.7K	0.01%	507
2022 Q3	$251K	Buy	+8,290	New	+$287K	0.01%	488

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

Evergreen Capital Management's KLAC Position: Q1 2026 in Review

Evergreen Capital Management increased its KLA (KLAC) stake by 5% in Q1 2026, buying an estimated $132K and bringing the position to 18,940 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #264.

Evergreen Capital Management first reported a position in KLAC in Q3 2022 and has held it in 15 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Evergreen Capital Management held 18,940 shares of KLA worth $2.79M as of Q1 2026.
Evergreen Capital Management bought 900 KLA shares in Q1 2026, an estimated $132K.
KLA made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #264 holding.
Evergreen Capital Management first reported a position in KLA in Q3 2022 and has held it in 15 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.