Lipe & Dalton’s KLA KLAC Stock Holding History

Lipe & Dalton’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	$585K	Hold	3,000	–	–	0.27%	56
2026 Q2	$905K	Hold	3,000	–	–	0.42%	47
2026 Q1	$442K	Hold	3,000	–	–	0.23%	57
2025 Q4	$365K	Hold	3,000	–	–	0.18%	63
2025 Q3	$324K	Hold	3,000	–	–	0.16%	66
2025 Q2	$269K	Hold	3,000	–	–	0.15%	69
2025 Q1	$204K	Buy	+3,000	New	+$216K	0.11%	75
2024 Q4	–	Sell	-3,000	Closed	-$232K	–	98
2024 Q3	$232K	Hold	3,000	–	–	0.12%	79
2024 Q2	$247K	Hold	3,000	–	–	0.13%	75
2024 Q1	$210K	Buy	+3,000	New	+$193K	0.11%	79

Other funds holding KLAC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Lipe & Dalton's KLAC Position: Q3 2026 in Review

Lipe & Dalton held its KLA (KLAC) position steady in Q3 2026 at 3,000 shares worth $585K. The position accounts for 0.27% of the portfolio, ranked #56.

Lipe & Dalton first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $905K in Q2 2026. 979 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Lipe & Dalton held 3,000 shares of KLA worth $585K as of Q3 2026.
Lipe & Dalton left its KLA share count unchanged in Q3 2026.
KLA made up 0.27% of Lipe & Dalton's portfolio in Q3 2026, its #56 holding.
Lipe & Dalton first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
Lipe & Dalton's KLA position peaked at $905K in Q2 2026.
979 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.