Johnson Financial Group Inc (Wisconsin)’s KLA KLAC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$3.28M	Buy	22,290 +10,740	+93%	+$1.57M	0.12%	91
2025 Q4	$1.4M	Sell	11,550 -9,830	-46%	-$1.15M	0.05%	140
2025 Q3	$2.31M	Buy	21,380 +13,590	+174%	+$1.27M	0.09%	114
2025 Q2	$698K	Buy	7,790 +1,140	+17%	+$85.8K	0.03%	184
2025 Q1	$452K	Sell	6,650 -1,680	-20%	-$121K	0.02%	233
2024 Q4	$615K	Sell	8,330 -570	-6%	-$38.5K	0.03%	195
2024 Q3	$689K	Buy	8,900 +620	+7%	+$48.6K	0.03%	195
2024 Q2	$683K	Sell	8,280 -1,110	-12%	-$82K	0.03%	174
2024 Q1	$656K	Hold	9,390	–	–	0.04%	161
2023 Q4	$546K	Hold	9,390	–	–	0.03%	177
2023 Q3	$431K	Sell	9,390 -800	-8%	-$38.4K	0.03%	182
2023 Q2	$494K	Sell	10,190 -1,000	-9%	-$41.8K	0.03%	184
2023 Q1	$447K	Sell	11,190 -1,070	-9%	-$42.2K	0.03%	196
2022 Q4	$462K	Sell	12,260 -170	-1%	-$5.92K	0.04%	175
2022 Q3	$381K	Sell	12,430 -1,520	-11%	-$52.6K	0.04%	187
2022 Q2	$445K	Buy	13,950 +3,380	+32%	+$114K	0.03%	190
2022 Q1	$387K	Hold	10,570	–	–	0.03%	210
2021 Q4	$455K	Sell	10,570 -13,040	-55%	-$503K	0.03%	200
2021 Q3	$790K	Buy	23,610 +3,230	+16%	+$108K	0.05%	146
2021 Q2	$661K	Hold	20,380	–	–	0.04%	161
2021 Q1	$674K	Buy	20,380 +150	+0.7%	+$4.52K	0.05%	157
2020 Q4	$524K	Buy	20,230 +18,910	+1,433%	+$441K	0.04%	157
2020 Q3	$26K	Hold	1,320	–	–	﹤0.01%	325
2020 Q2	$26K	Hold	1,320	–	–	﹤0.01%	311
2020 Q1	$19K	Hold	1,320	–	–	﹤0.01%	353
2019 Q4	$24K	Hold	1,320	–	–	﹤0.01%	357
2019 Q3	$21K	Hold	1,320	–	–	﹤0.01%	403
2019 Q2	$16K	Hold	1,320	–	–	﹤0.01%	429
2019 Q1	$16K	Hold	1,320	–	–	﹤0.01%	407
2018 Q4	$12K	Sell	1,320 -650	-33%	-$6.05K	﹤0.01%	419
2018 Q3	$20K	Buy	1,970 +650	+49%	+$7.11K	﹤0.01%	399
2018 Q2	$14K	Sell	1,320 -650	-33%	-$7.07K	﹤0.01%	428
2018 Q1	$21K	Hold	1,970	–	–	﹤0.01%	407
2017 Q4	$21K	Hold	1,970	–	–	﹤0.01%	427
2017 Q3	$21K	Buy	1,970 +650	+49%	+$6.21K	﹤0.01%	415
2017 Q2	$12K	Hold	1,320	–	–	﹤0.01%	462
2017 Q1	$13K	Sell	1,320 -750	-36%	-$6.61K	﹤0.01%	562
2016 Q4	$16K	Hold	2,070	–	–	﹤0.01%	540
2016 Q3	$14K	Sell	2,070 -430	-17%	-$3.1K	﹤0.01%	554
2016 Q2	$18K	Hold	2,500	–	–	﹤0.01%	602
2016 Q1	$18K	Hold	2,500	–	–	﹤0.01%	531
2015 Q4	$17K	Hold	2,500	–	–	﹤0.01%	564
2015 Q3	$13K	Buy	2,500 +470	+23%	+$2.42K	﹤0.01%	625
2015 Q2	$11K	Sell	2,030 -98,980	-98%	-$579K	﹤0.01%	671
2015 Q1	$589K	Sell	101,010 -4,550	-4%	-$29.1K	0.13%	150
2014 Q4	$742K	Sell	105,560 -3,630	-3%	-$26.8K	0.17%	128
2014 Q3	$860K	Buy	109,190 +106,250	+3,614%	+$802K	0.22%	108
2014 Q2	$21K	Buy	2,940 +520	+21%	+$3.45K	0.01%	542
2014 Q1	$17K	Hold	2,420	–	–	0.01%	546
2013 Q4	$16K	Buy	2,420 +600	+33%	+$3.78K	﹤0.01%	544
2013 Q3	$11K	Sell	1,820 -33,500	-95%	-$196K	﹤0.01%	552
2013 Q2	$197K	Buy	+35,320	New	+$193K	0.05%	213

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

Johnson Financial Group Inc (Wisconsin)'s KLAC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its KLA (KLAC) stake by 93% in Q1 2026, buying an estimated $1.57M and bringing the position to 22,290 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #91.

Johnson Financial Group Inc (Wisconsin) first reported a position in KLAC in Q2 2013 and has held it in 52 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 22,290 shares of KLA worth $3.28M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 10,740 KLA shares in Q1 2026, an estimated $1.57M.
KLA made up 0.12% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #91 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in KLA in Q2 2013 and has held it in 52 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.