LA
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LM Advisors’s KLA KLAC Stock Holding History

LM Advisors’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 		$796K Sell
2,853
-1,347
-32% -$267K 0.09% 123
2026
Q1 		$285 Buy
4,200
+780
+23% +$114K ﹤0.01% 209
2025
Q4 		$281 Buy
3,420
+620
+22% +$72.7K 0.01% 209
2025
Q3 		$302K Sell
2,800
-1,000
-26% -$93.3K 0.04% 172
2025
Q2 		$340K Sell
3,800
-30
-0.8% -$2.26K 0.04% 145
2025
Q1 		$260K Sell
3,830
-970
-20% -$69.9K 0.05% 196
2024
Q4 		$302K Sell
4,800
-4,810
-50% -$325K 0.05% 160
2024
Q3 		$744K Hold
9,610
– – 0.15% 95
2024
Q2 		$792K Hold
9,610
– – ﹤0.01% 108
2024
Q1 		$671K Hold
9,610
– – 0.11% 116
2023
Q4 		$559K Buy
+9,610
New +$500K 0.11% 107

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LM Advisors's KLAC Position: Q2 2026 in Review

LM Advisors reduced its KLA (KLAC) stake by 32% in Q2 2026, selling an estimated $267K and leaving 2,853 shares worth $796K. The position accounts for 0.09% of the portfolio, ranked #123.

LM Advisors first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • LM Advisors held 2,853 shares of KLA worth $796K as of Q2 2026.
  • LM Advisors sold 1,347 KLA shares in Q2 2026, an estimated $267K.
  • KLA made up 0.09% of LM Advisors's portfolio in Q2 2026, its #123 holding.
  • LM Advisors first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.