JCM
KLAC icon

Jacobsen Capital Management’s KLA KLAC Stock Holding History

Jacobsen 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 		$334K Sell
2,270
-140
-6% -$20.5K 0.11% 76
2025
Q4 		$293K Sell
2,410
-40
-2% -$4.69K 0.1% 86
2025
Q3 		$264K Buy
2,450
+100
+4% +$9.33K 0.09% 92
2025
Q2 		$210K Buy
+2,350
New +$177K 0.08% 108

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

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

Jacobsen Capital Management reduced its KLA (KLAC) stake by 5.8% in Q1 2026, selling an estimated $20.5K and leaving 2,270 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #76.

Jacobsen Capital Management first reported a position in KLAC in Q2 2025 and has held it in 4 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Jacobsen Capital Management held 2,270 shares of KLA worth $334K as of Q1 2026.
  • Jacobsen Capital Management sold 140 KLA shares in Q1 2026, an estimated $20.5K.
  • KLA made up 0.11% of Jacobsen Capital Management's portfolio in Q1 2026, its #76 holding.
  • Jacobsen Capital Management first reported a position in KLA in Q2 2025 and has held it in 4 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.