O'Donnell Financial Services’s KLA KLAC Stock Holding History

O'Donnell Financial Services’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	$4.19M	Sell	28,430 -200	-0.7%	-$29.3K	1.44%	19
2025 Q4	$3.48M	Hold	28,630	–	–	1.19%	19
2025 Q3	$3.09M	Sell	28,630 -250	-0.9%	-$23.3K	1.1%	19
2025 Q2	$2.59M	Sell	28,880 -1,150	-4%	-$86.5K	0.99%	19
2025 Q1	$2.04M	Sell	30,030 -1,100	-4%	-$79.2K	0.84%	20
2024 Q4	$2.07M	Hold	31,130	–	–	0.87%	18
2024 Q3	$2.41M	Hold	31,130	–	–	0.98%	18
2024 Q2	$2.57M	Sell	31,130 -900	-3%	-$66.5K	1.14%	16
2024 Q1	$2.24M	Hold	32,030	–	–	1.02%	16
2023 Q4	$1.86M	Hold	32,030	–	–	0.93%	17
2023 Q3	$1.47M	Hold	32,030	–	–	0.82%	12
2023 Q2	$1.55M	Sell	32,030 -3,700	-10%	-$155K	0.94%	7
2023 Q1	$1.43M	Sell	35,730 -550	-2%	-$21.7K	2.54%	3
2022 Q4	$1.37M	Hold	36,280	–	–	12.56%	2
2022 Q3	$1.1M	Sell	36,280 -480	-1%	-$16.6K	3.82%	4
2022 Q2	$1.17M	Hold	36,760	–	–	0.96%	12
2022 Q1	$1.35M	Hold	36,760	–	–	0.61%	15
2021 Q4	$1.35M	Hold	36,760	–	–	0.62%	17
2021 Q3	$1.23M	Buy	+36,760	New	+$1.23M	0.59%	21

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

O'Donnell Financial Services's KLAC Position: Q1 2026 in Review

O'Donnell Financial Services reduced its KLA (KLAC) stake by 0.7% in Q1 2026, selling an estimated $29.3K and leaving 28,430 shares worth $4.19M. The position accounts for 1.44% of the portfolio, ranked #19.

O'Donnell Financial Services first reported a position in KLAC in Q3 2021 and has held it in 19 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

O'Donnell Financial Services held 28,430 shares of KLA worth $4.19M as of Q1 2026.
O'Donnell Financial Services sold 200 KLA shares in Q1 2026, an estimated $29.3K.
KLA made up 1.44% of O'Donnell Financial Services's portfolio in Q1 2026, its #19 holding.
O'Donnell Financial Services first reported a position in KLA in Q3 2021 and has held it in 19 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.