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Lafayette Investments’s KLA KLAC Stock Holding History

Lafayette Investments’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 		$25.1M Sell
170,170
-19,580
-10% -$2.86M 5.07% 3
2025
Q4 		$23.1M Sell
189,750
-11,380
-6% -$1.33M 4.36% 3
2025
Q3 		$21.7M Buy
201,130
+860
+0.4% +$80.2K 4.15% 4
2025
Q2 		$17.9M Buy
200,270
+1,670
+0.8% +$126K 3.63% 6
2025
Q1 		$13.5M Buy
198,600
+170
+0.1% +$12.2K 2.86% 6
2024
Q4 		$12.5M Buy
198,430
+2,350
+1% +$159K 2.68% 9
2024
Q3 		$15.2M Buy
196,080
+900
+0.5% +$70.6K 3.2% 6
2024
Q2 		$16.1M Sell
195,180
-770
-0.4% -$56.9K 3.66% 4
2024
Q1 		$13.7M Buy
195,950
+2,660
+1% +$171K 3.08% 5
2023
Q4 		$11.2M Buy
193,290
+940
+0.5% +$48.9K 2.79% 5
2023
Q3 		$8.82M Buy
192,350
+470
+0.2% +$22.5K 2.4% 10
2023
Q2 		$9.31M Buy
191,880
+900
+0.5% +$37.6K 2.45% 9
2023
Q1 		$7.62M Buy
190,980
+1,070
+0.6% +$42.2K 2.11% 14
2022
Q4 		$7.16M Buy
189,910
+1,180
+0.6% +$41.1K 2.01% 16
2022
Q3 		$5.71M Buy
188,730
+2,600
+1% +$90.1K 1.76% 18
2022
Q2 		$5.94M Buy
186,130
+11,580
+7% +$389K 1.72% 18
2022
Q1 		$6.39M Buy
174,550
+10,870
+7% +$407K 1.59% 21
2021
Q4 		$7.04M Buy
163,680
+280
+0.2% +$10.8K 1.76% 18
2021
Q3 		$5.47M Buy
163,400
+6,360
+4% +$212K 1.48% 23
2021
Q2 		$5.09M Buy
157,040
+44,250
+39% +$1.42M 1.39% 25
2021
Q1 		$3.73M Buy
112,790
+1,740
+2% +$52.4K 1.19% 35
2020
Q4 		$2.88M Buy
111,050
+7,220
+7% +$168K 0.98% 40
2020
Q3 		$2.01M Buy
103,830
+62,090
+149% +$1.23M 0.77% 42
2020
Q2 		$812K Buy
+41,740
New +$714K 0.34% 58

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

Lafayette Investments's KLAC Position: Q1 2026 in Review

Lafayette Investments reduced its KLA (KLAC) stake by 10% in Q1 2026, selling an estimated $2.86M and leaving 170,170 shares worth $25.1M. The position accounts for 5.07% of the portfolio, ranked #3.

Lafayette Investments first reported a position in KLAC in Q2 2020 and has held it in 24 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Lafayette Investments held 170,170 shares of KLA worth $25.1M as of Q1 2026.
  • Lafayette Investments sold 19,580 KLA shares in Q1 2026, an estimated $2.86M.
  • KLA made up 5.07% of Lafayette Investments's portfolio in Q1 2026, its #3 holding.
  • Lafayette Investments first reported a position in KLA in Q2 2020 and has held it in 24 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.