Longbow Finance’s KLA KLAC Stock Holding History

Longbow Finance’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	$12.6M	Buy	85,670 +35,430	+71%	+$5.18M	2.28%	11
2025 Q4	$6.1M	Buy	+50,240	New	+$5.89M	1.03%	35

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Longbow Finance's KLAC Position: Q1 2026 in Review

Longbow Finance increased its KLA (KLAC) stake by 71% in Q1 2026, buying an estimated $5.18M and bringing the position to 85,670 shares worth $12.6M. The position accounts for 2.28% of the portfolio, ranked #11.

Longbow Finance first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Longbow Finance held 85,670 shares of KLA worth $12.6M as of Q1 2026.
Longbow Finance bought 35,430 KLA shares in Q1 2026, an estimated $5.18M.
KLA made up 2.28% of Longbow Finance's portfolio in Q1 2026, its #11 holding.
Longbow Finance first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.