KA
OKLO

KLCM Advisors’s Oklo OKLO Stock Holding History

KLCM Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Sell
5,000
-5,000
-50% -$359K 0.02% 224
2025
Q4 		$718K Hold
10,000
– – 0.06% 132
2025
Q3 		$1.12M Hold
10,000
– – 0.11% 87
2025
Q2 		$560K Hold
10,000
– – 0.06% 110
2025
Q1 		$216K Hold
10,000
– – 0.03% 158
2024
Q4 		$212K Buy
+10,000
New +$194K 0.02% 154

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

KLCM Advisors's OKLO Position: Q1 2026 in Review

KLCM Advisors reduced its Oklo (OKLO) stake by 50% in Q1 2026, selling an estimated $359K and leaving 5,000 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #224.

KLCM Advisors first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • KLCM Advisors held 5,000 shares of Oklo worth $248K as of Q1 2026.
  • KLCM Advisors sold 5,000 Oklo shares in Q1 2026, an estimated $359K.
  • Oklo made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #224 holding.
  • KLCM Advisors first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • KLCM Advisors's Oklo position peaked at $1.12M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.