Needham Investment Management’s KLA KLAC Stock Holding History

Needham Investment 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	$15.1M	Sell	102,500 -27,500	-21%	-$4.02M	0.77%	42
2025 Q4	$15.8M	Hold	130,000	–	–	1%	34
2025 Q3	$14M	Sell	130,000 -15,000	-10%	-$1.4M	0.98%	34
2025 Q2	$13M	Sell	145,000 -15,000	-9%	-$1.13M	1.04%	35
2025 Q1	$10.9M	Hold	160,000	–	–	1.02%	33
2024 Q4	$10.1M	Hold	160,000	–	–	0.78%	45
2024 Q3	$12.4M	Hold	160,000	–	–	0.95%	37
2024 Q2	$13.2M	Hold	160,000	–	–	1.08%	27
2024 Q1	$11.2M	Sell	160,000 -10,000	-6%	-$642K	1.04%	26
2023 Q4	$9.88M	Hold	170,000	–	–	1.25%	23
2023 Q3	$7.8M	Hold	170,000	–	–	1.33%	22
2023 Q2	$8.25M	Sell	170,000 -30,000	-15%	-$1.25M	1.36%	21
2023 Q1	$7.98M	Hold	200,000	–	–	1.38%	24
2022 Q4	$7.54M	Hold	200,000	–	–	1.36%	22
2022 Q3	$6.05M	Hold	200,000	–	–	1.19%	29
2022 Q2	$6.38M	Hold	200,000	–	–	1.19%	29
2022 Q1	$7.32M	Hold	200,000	–	–	1.06%	30
2021 Q4	$8.6M	Hold	200,000	–	–	1.08%	35
2021 Q3	$6.69M	Sell	200,000 -45,000	-18%	-$1.5M	0.89%	40
2021 Q2	$7.94M	Sell	245,000 -17,500	-7%	-$561K	1.16%	32
2021 Q1	$8.67M	Hold	262,500	–	–	1.18%	34
2020 Q4	$6.8M	Hold	262,500	–	–	1.14%	34
2020 Q3	$5.09M	Hold	262,500	–	–	1.02%	36
2020 Q2	$5.11M	Hold	262,500	–	–	1.09%	35
2020 Q1	$3.77M	Hold	262,500	–	–	1.07%	30
2019 Q4	$4.68M	Hold	262,500	–	–	1.27%	29
2019 Q3	$4.19M	Hold	262,500	–	–	1.34%	29
2019 Q2	$3.1M	Hold	262,500	–	–	1.02%	33
2019 Q1	$3.13M	Buy	+262,500	New	+$2.82M	1.07%	32

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

Needham Investment Management's KLAC Position: Q1 2026 in Review

Needham Investment Management reduced its KLA (KLAC) stake by 21% in Q1 2026, selling an estimated $4.02M and leaving 102,500 shares worth $15.1M. The position accounts for 0.77% of the portfolio, ranked #42.

Needham Investment Management first reported a position in KLAC in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.8M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Needham Investment Management held 102,500 shares of KLA worth $15.1M as of Q1 2026.
Needham Investment Management sold 27,500 KLA shares in Q1 2026, an estimated $4.02M.
KLA made up 0.77% of Needham Investment Management's portfolio in Q1 2026, its #42 holding.
Needham Investment Management first reported a position in KLA in Q1 2019 and has held it in 29 quarters since.
Needham Investment Management's KLA position peaked at $15.8M in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.