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Summit Securities Group’s KLA KLAC Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-4,000
Closed -$172K – 1227
2021
Q4 		$172K Buy
4,000
+3,900
+3,900% +$151K 0.01% 630
2021
Q3 		$335K Buy
+100
New +$3.34K 0.03% 506
2020
Q3 		– Sell
-400
Closed -$778K – 436
2020
Q2 		$778K Buy
+400
New +$6.84K 0.1% 176
2020
Q1 		– Sell
-300
Closed -$535K – 385
2019
Q4 		$535K Buy
+300
New +$5.03K 0.04% 275

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 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. 2,063 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.
  • 2,063 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.