Traphagen Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Buy
4,971
+171
+4% +$33.9K 0.11% 71
2026
Q1
$707K Buy
4,800
+40
+0.8% +$5.85K 0.06% 98
2025
Q4
$579K Buy
4,760
+250
+6% +$29.3K 0.05% 112
2025
Q3
$486K Buy
4,510
+10
+0.2% +$933 0.04% 122
2025
Q2
$403K Hold
4,500
0.04% 129
2025
Q1
$306K Hold
4,500
0.03% 138
2024
Q4
$284K Hold
4,500
0.03% 139
2024
Q3
$348K Hold
4,500
0.04% 125
2024
Q2
$371K Sell
4,500
-10
-0.2% -$739 0.04% 115
2024
Q1
$315K Buy
4,510
+10
+0.2% +$642 0.03% 129
2023
Q4
$262K Hold
4,500
0.03% 142
2023
Q3
$206K Hold
4,500
0.03% 150
2023
Q2
$218K Sell
4,500
-1,520
-25% -$63.5K 0.03% 144
2023
Q1
$240K Buy
6,020
+270
+5% +$10.6K 0.04% 136
2022
Q4
$217K Sell
5,750
-126,950
-96% -$4.42M 0.03% 139
2022
Q3
$443K Buy
132,700
+30
+0% +$1.04K 0.08% 73
2022
Q2
$506K Sell
132,670
-5,980
-4% -$201K 0.09% 67
2022
Q1
$742K Sell
138,650
-171,760
-55% -$6.42M 0.12% 54
2021
Q4
$1.53M Sell
310,410
-15,410
-5% -$595K 0.25% 35
2021
Q3
$1.64M Sell
325,820
-32,230
-9% -$1.08M 0.29% 31
2021
Q2
$1.94M Sell
358,050
-796,650
-69% -$25.5M 0.33% 32
2021
Q1
$6.74M Sell
1,154,700
-208,180
-15% -$6.27M 1.24% 18
2020
Q4
$7.28M Sell
1,362,880
-843,840
-38% -$19.7M 1.31% 20
2020
Q3
$10.7M Buy
+2,206,720
New +$43.6M 2.18% 14

Other funds holding KLAC

Traphagen Investment Advisors's KLAC Position: Q2 2026 in Review

Traphagen Investment Advisors increased its KLA (KLAC) stake by 3.6% in Q2 2026, buying an estimated $33.9K and bringing the position to 4,971 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #71.

Traphagen Investment Advisors first reported a position in KLAC in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.7M in Q3 2020. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Traphagen Investment Advisors held 4,971 shares of KLA worth $1.5M as of Q2 2026.
  • Traphagen Investment Advisors bought 171 KLA shares in Q2 2026, an estimated $33.9K.
  • KLA made up 0.11% of Traphagen Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Traphagen Investment Advisors first reported a position in KLA in Q3 2020 and has held it in 24 quarters since.
  • Traphagen Investment Advisors's KLA position peaked at $10.7M in Q3 2020.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.