Lowery Thomas LLC’s KLA KLAC Stock Holding History

Lowery Thomas LLC’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	$1.84M	Hold	6,090	–	–	0.9%	27
2026 Q1	$897K	Sell	6,090 -2,000	-25%	-$293K	0.51%	38
2025 Q4	$983K	Sell	8,090 -1,000	-11%	-$117K	0.56%	37
2025 Q3	$980K	Hold	9,090	–	–	0.57%	36
2025 Q2	$814K	Sell	9,090 -700	-7%	-$52.7K	0.52%	38
2025 Q1	$666K	Sell	9,790 -300	-3%	-$21.6K	0.46%	41
2024 Q4	$636K	Hold	10,090	–	–	0.41%	40
2024 Q3	$781K	Hold	10,090	–	–	0.53%	38
2024 Q2	$832K	Sell	10,090 -1,030	-9%	-$76.1K	0.61%	31
2024 Q1	$777K	Sell	11,120 -4,000	-26%	-$257K	0.59%	31
2023 Q4	$879K	Sell	15,120 -6,000	-28%	-$312K	0.75%	27
2023 Q3	$969K	Hold	21,120	–	–	0.93%	24
2023 Q2	$1.02M	Buy	+21,120	New	+$882K	1.01%	25

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lowery Thomas LLC's KLAC Position: Q2 2026 in Review

Lowery Thomas LLC held its KLA (KLAC) position steady in Q2 2026 at 6,090 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #27.

Lowery Thomas LLC first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Lowery Thomas LLC held 6,090 shares of KLA worth $1.84M as of Q2 2026.
Lowery Thomas LLC left its KLA share count unchanged in Q2 2026.
KLA made up 0.9% of Lowery Thomas LLC's portfolio in Q2 2026, its #27 holding.
Lowery Thomas LLC first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.