Larson Financial Group
KLAC icon

Larson Financial Group’s KLA KLAC Stock Holding History

Larson Financial Group’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
Q3 		$2.21M Buy
11,349
+1,007
+10% +$198K 0.05% 248
2026
Q2 		$3.12M Buy
10,342
+1,482
+17% +$294K 0.08% 196
2026
Q1 		$1.3M Buy
8,860
+780
+10% +$114K 0.04% 287
2025
Q4 		$981K Buy
8,080
+810
+11% +$95K 0.03% 317
2025
Q3 		$784K Buy
7,270
+1,650
+29% +$154K 0.03% 359
2025
Q2 		$503K Buy
5,620
+160
+3% +$12K 0.02% 432
2025
Q1 		$371K Sell
5,460
-360
-6% -$25.9K 0.02% 471
2024
Q4 		$367K Buy
5,820
+410
+8% +$27.7K 0.02% 429
2024
Q3 		$419K Sell
5,410
-1,430
-21% -$112K 0.02% 379
2024
Q2 		$564K Buy
6,840
+600
+10% +$44.3K 0.04% 254
2024
Q1 		$436K Sell
6,240
-770
-11% -$49.4K 0.03% 258
2023
Q4 		$407K Sell
7,010
-30
-0.4% -$1.56K 0.04% 241
2023
Q3 		$323K Sell
7,040
-1,450
-17% -$69.5K 0.03% 242
2023
Q2 		$412K Buy
8,490
+6,690
+372% +$280K 0.04% 216
2023
Q1 		$72K Buy
1,800
+130
+8% +$5.12K 0.01% 477
2022
Q4 		$63K Sell
1,670
-270
-14% -$9.41K 0.01% 479
2022
Q3 		$59K Buy
1,940
+280
+17% +$9.7K 0.01% 439
2022
Q2 		$53K Buy
1,660
+360
+28% +$12.1K 0.01% 356
2022
Q1 		$48K Hold
1,300
– – 0.01% 384
2021
Q4 		$56K Buy
1,300
+320
+33% +$12.4K 0.01% 369
2021
Q3 		$33K Buy
980
+10
+1% +$334 0.01% 367
2021
Q2 		$32K Hold
970
– – 0.01% 357
2021
Q1 		$32K Hold
970
– – 0.01% 331
2020
Q4 		$25K Buy
+970
New +$22.6K 0.01% 325

Other funds holding KLAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Larson Financial Group's KLAC Position: Q3 2026 in Review

Larson Financial Group increased its KLA (KLAC) stake by 9.7% in Q3 2026, buying an estimated $198K and bringing the position to 11,349 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #248.

Larson Financial Group first reported a position in KLAC in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.12M in Q2 2026. 1,779 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Larson Financial Group held 11,349 shares of KLA worth $2.21M as of Q3 2026.
  • Larson Financial Group bought 1,007 KLA shares in Q3 2026, an estimated $198K.
  • KLA made up 0.05% of Larson Financial Group's portfolio in Q3 2026, its #248 holding.
  • Larson Financial Group first reported a position in KLA in Q4 2020 and has held it in 24 quarters since.
  • Larson Financial Group's KLA position peaked at $3.12M in Q2 2026.
  • 1,779 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.