Summit Securities Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,960
| Closed | -$481K | – | 1226 |
|
|
2025
Q4 | $481K | Buy |
3,960
+3,530
| +821% | +$414K | 0.06% | 200 |
|
|
2025
Q3 | $46.4K | Buy |
+430
| New | +$40.1K | 0.01% | 584 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$12.6K | – | 959 |
|
|
2024
Q4 | $12.6K | Buy |
+200
| New | +$13.5K | ﹤0.01% | 424 |
|
|
2024
Q3 | – | Sell |
-180
| Closed | -$15K | – | 728 |
|
|
2024
Q2 | $15K | Buy |
+180
| New | +$13.3K | ﹤0.01% | 408 |
|
|
2024
Q1 | – | Sell |
-110
| Closed | -$6K | – | 708 |
|
|
2023
Q4 | $6K | Sell |
110
-40
| -27% | -$2.08K | ﹤0.01% | 546 |
|
|
2023
Q3 | $7K | Sell |
150
-310
| -67% | -$14.9K | ﹤0.01% | 446 |
|
|
2023
Q2 | $22K | Buy |
+460
| New | +$19.2K | ﹤0.01% | 609 |
|
|
2022
Q4 | – | Sell |
-5,420
| Closed | -$164K | – | 1261 |
|
|
2022
Q3 | $164K | Buy |
+5,420
| New | +$188K | 0.01% | 448 |
|
|
2022
Q2 | – | Sell |
-6,810
| Closed | -$249K | – | 1095 |
|
|
2022
Q1 | $249K | Sell |
6,810
-22,900
| -77% | -$856K | 0.03% | 344 |
|
|
2021
Q4 | $1.28M | Buy |
29,710
+16,670
| +128% | +$643K | 0.06% | 218 |
|
|
2021
Q3 | $436K | Buy |
+13,040
| New | +$435K | 0.03% | 433 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$259K | – | 675 |
|
|
2020
Q4 | $259K | Sell |
10,000
-900
| -8% | -$21K | 0.02% | 482 |
|
|
2020
Q3 | $211K | Buy |
+10,900
| New | +$215K | 0.02% | 321 |
|
|
2019
Q4 | – | Sell |
-31,000
| Closed | -$520K | – | 476 |
|
|
2019
Q3 | $494K | Buy |
+31,000
| New | +$433K | 0.04% | 195 |
|
|
2018
Q4 | – | Sell |
-55,000
| Closed | -$559K | – | 327 |
|
|
2018
Q3 | $559K | Buy |
+55,000
| New | +$601K | 0.21% | 78 |
|
|
2017
Q2 | – | Sell |
-57,250
| Closed | -$544K | – | 319 |
|
|
2017
Q1 | $544K | Buy |
+57,250
| New | +$504K | 0.16% | 123 |
|
|
2015
Q2 | – | Sell |
-9,000
| Closed | -$52K | – | 537 |
|
|
2015
Q1 | $52K | Buy |
+9,000
| New | +$57.6K | 0.04% | 157 |
|
|
2014
Q4 | – | Sell |
-9,000
| Closed | -$66.4K | – | 667 |
|
|
2014
Q3 | $71K | Buy |
+9,000
| New | +$67.9K | 0.02% | 346 |
|
|
2014
Q1 | – | Sell |
-5,000
| Closed | -$32K | – | 501 |
|
|
2013
Q4 | $32K | Buy |
+5,000
| New | +$31.5K | 0.01% | 293 |
|
Other funds holding KLAC
Summit Securities Group's KLAC Position: Q1 2026 in Review
Summit Securities Group sold out of KLA (KLAC) in Q1 2026, closing a stake of 3,960 shares — an estimated $481K sold.
Summit Securities Group first reported a position in KLAC in Q4 2013 and held it in 19 quarters. The position peaked at $1.28M in Q4 2021. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- Summit Securities Group reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 3,960 KLA shares in Q1 2026, an estimated $481K.
- Summit Securities Group first reported a position in KLA in Q4 2013 and held it in 19 quarters.
- Summit Securities Group's KLA position peaked at $1.28M in Q4 2021.
- 2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.