LD
KLAC icon

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
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

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lipe & Dalton's KLAC Position: Q2 2026 in Review

Lipe & Dalton held its KLA (KLAC) position steady in Q2 2026 at 3,000 shares worth $905K. The position accounts for 0.42% of the portfolio, ranked #47.

Lipe & Dalton first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Lipe & Dalton held 3,000 shares of KLA worth $905K as of Q2 2026.
  • Lipe & Dalton left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.42% of Lipe & Dalton's portfolio in Q2 2026, its #47 holding.
  • Lipe & Dalton first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.