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Logan Capital Management’s KLA KLAC Stock Holding History

Logan Capital Management’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 		– Sell
-540,690
Closed -$79.1M – 403
2025
Q4 		$65.7M Buy
540,690
+4,440
+0.8% +$521K 2.76% 6
2025
Q3 		$57.8M Buy
536,250
+27,400
+5% +$2.56M 2.44% 8
2025
Q2 		$45.6M Sell
508,850
-44,200
-8% -$3.33M 2.12% 10
2025
Q1 		$37.6M Buy
553,050
+890
+0.2% +$64.1K 1.71% 9
2024
Q4 		$34.8M Sell
552,160
-68,030
-11% -$4.6M 1.46% 11
2024
Q3 		$48M Sell
620,190
-7,860
-1% -$617K 1.98% 8
2024
Q2 		$51.8M Sell
628,050
-70,110
-10% -$5.18M 2.23% 6
2024
Q1 		$48.8M Sell
698,160
-9,950
-1% -$639K 2.09% 7
2023
Q4 		$41.2M Sell
708,110
-89,260
-11% -$4.65M 1.92% 7
2023
Q3 		$36.6M Sell
797,370
-37,060
-4% -$1.78M 1.86% 7
2023
Q2 		$40.5M Sell
834,430
-45,310
-5% -$1.89M 1.94% 7
2023
Q1 		$35.1M Buy
879,740
+610
+0.1% +$24K 1.71% 7
2022
Q4 		$33.1M Buy
879,130
+7,080
+0.8% +$247K 1.71% 7
2022
Q3 		$26.4M Sell
872,050
-3,940
-0.4% -$136K 1.58% 6
2022
Q2 		$28M Sell
875,990
-8,840
-1% -$297K 1.61% 6
2022
Q1 		$32.4M Buy
884,830
+1,240
+0.1% +$46.4K 1.57% 6
2021
Q4 		$38M Buy
883,590
+80
+0% +$3.09K 1.65% 8
2021
Q3 		$29.6M Sell
883,510
-21,710
-2% -$725K 1.38% 12
2021
Q2 		$29.3M Buy
905,220
+18,420
+2% +$590K 1.37% 13
2021
Q1 		$29.3M Sell
886,800
-3,670
-0.4% -$111K 1.47% 12
2020
Q4 		$23.1M Buy
890,470
+64,980
+8% +$1.51M 1.15% 20
2020
Q3 		$16M Sell
825,490
-75,760
-8% -$1.5M 0.87% 28
2020
Q2 		$17.5M Sell
901,250
-84,090
-9% -$1.44M 1.01% 26
2020
Q1 		$14.2M Buy
985,340
+30,470
+3% +$491K 0.99% 29
2019
Q4 		$17M Buy
+954,870
New +$16M 0.93% 32

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

Logan Capital Management's KLAC Position: Q1 2026 in Review

Logan Capital Management sold out of KLA (KLAC) in Q1 2026, closing a stake of 540,690 shares — an estimated $79.1M sold.

Logan Capital Management first reported a position in KLAC in Q4 2019 and held it in 25 quarters. The position peaked at $65.7M in Q4 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Logan Capital Management reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 540,690 KLA shares in Q1 2026, an estimated $79.1M.
  • Logan Capital Management first reported a position in KLA in Q4 2019 and held it in 25 quarters.
  • Logan Capital Management's KLA position peaked at $65.7M in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.