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 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 $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

Lowery Thomas LLC's KLAC Position: Q1 2026 in Review

Lowery Thomas LLC reduced its KLA (KLAC) stake by 25% in Q1 2026, selling an estimated $293K and leaving 6,090 shares worth $897K. The position accounts for 0.51% of the portfolio, ranked #38.

Lowery Thomas LLC first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2023. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Lowery Thomas LLC held 6,090 shares of KLA worth $897K as of Q1 2026.
Lowery Thomas LLC sold 2,000 KLA shares in Q1 2026, an estimated $293K.
KLA made up 0.51% of Lowery Thomas LLC's portfolio in Q1 2026, its #38 holding.
Lowery Thomas LLC first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
Lowery Thomas LLC's KLA position peaked at $1.02M in Q2 2023.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.