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Summit Financial’s KLA KLAC Stock Holding History

Summit Financial’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 		$4.5M Buy
30,530
+24,740
+427% +$3.62M 0.06% 341
2025
Q4 		$704K Sell
5,790
-210
-4% -$24.6K 0.01% 781
2025
Q3 		$648K Sell
6,000
-50
-0.8% -$4.67K 0.01% 794
2025
Q2 		$542K Sell
6,050
-3,070
-34% -$231K 0.01% 558
2025
Q1 		$620K Buy
9,120
+4,570
+100% +$329K 0.02% 461
2024
Q4 		$287K Sell
4,550
-110
-2% -$7.43K 0.01% 548
2024
Q3 		$361K Buy
4,660
+310
+7% +$24.3K 0.01% 431
2024
Q2 		$359K Buy
+4,350
New +$321K 0.02% 387

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Summit Financial's KLAC Position: Q1 2026 in Review

Summit Financial increased its KLA (KLAC) stake by 427% in Q1 2026, buying an estimated $3.62M and bringing the position to 30,530 shares worth $4.5M. The position accounts for 0.06% of the portfolio, ranked #341.

Summit Financial first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Summit Financial held 30,530 shares of KLA worth $4.5M as of Q1 2026.
  • Summit Financial bought 24,740 KLA shares in Q1 2026, an estimated $3.62M.
  • KLA made up 0.06% of Summit Financial's portfolio in Q1 2026, its #341 holding.
  • Summit Financial first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.