Wellington Management Group’s KLA KLAC Stock Holding History

Wellington Management 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
2026 Q1	$2.12B	Buy	14,404,690 +10,024,410	+229%	+$1.47B	0.4%	49
2025 Q4	$532M	Sell	4,380,280 -363,670	-8%	-$42.7M	0.09%	196
2025 Q3	$512M	Buy	4,743,950 +24,260	+0.5%	+$2.26M	0.09%	202
2025 Q2	$423M	Sell	4,719,690 -9,449,070	-67%	-$711M	0.08%	218
2025 Q1	$963M	Sell	14,168,760 -743,230	-5%	-$53.5M	0.19%	123
2024 Q4	$940M	Sell	14,911,990 -3,070,990	-17%	-$208M	0.17%	128
2024 Q3	$1.39B	Sell	17,982,980 -9,238,340	-34%	-$725M	0.24%	101
2024 Q2	$2.24B	Sell	27,221,320 -5,115,260	-16%	-$378M	0.4%	55
2024 Q1	$2.26B	Sell	32,336,580 -3,126,500	-9%	-$201M	0.4%	57
2023 Q4	$2.06B	Buy	35,463,080 +3,868,100	+12%	+$201M	0.38%	61
2023 Q3	$1.45B	Buy	31,594,980 +1,903,550	+6%	+$91.3M	0.29%	85
2023 Q2	$1.44B	Buy	29,691,430 +184,190	+0.6%	+$7.7M	0.27%	90
2023 Q1	$1.18B	Buy	29,507,240 +7,154,250	+32%	+$282M	0.23%	107
2022 Q4	$843M	Buy	22,352,990 +1,124,260	+5%	+$39.2M	0.17%	137
2022 Q3	$642M	Sell	21,228,730 -4,325,620	-17%	-$150M	0.14%	157
2022 Q2	$815M	Sell	25,554,350 -6,388,150	-20%	-$215M	0.16%	134
2022 Q1	$1.17B	Sell	31,942,500 -3,607,510	-10%	-$135M	0.2%	117
2021 Q4	$1.53B	Sell	35,550,010 -21,234,760	-37%	-$819M	0.24%	96
2021 Q3	$1.9B	Buy	56,784,770 +2,289,000	+4%	+$76.4M	0.32%	77
2021 Q2	$1.77B	Sell	54,495,770 -12,698,020	-19%	-$407M	0.29%	85
2021 Q1	$2.22B	Buy	67,193,790 +3,717,820	+6%	+$112M	0.39%	68
2020 Q4	$1.64B	Sell	63,475,970 -7,791,050	-11%	-$182M	0.3%	79
2020 Q3	$1.38B	Sell	71,267,020 -26,714,920	-27%	-$528M	0.29%	89
2020 Q2	$1.91B	Buy	97,981,940 +11,227,920	+13%	+$192M	0.42%	60
2020 Q1	$1.25B	Buy	86,754,020 +4,222,460	+5%	+$68M	0.33%	71
2019 Q4	$1.47B	Sell	82,531,560 -18,742,570	-19%	-$314M	0.31%	71
2019 Q3	$1.61B	Sell	101,274,130 -7,181,400	-7%	-$100M	0.36%	63
2019 Q2	$1.28B	Buy	108,455,530 +3,826,730	+4%	+$44.3M	0.28%	83
2019 Q1	$1.25B	Buy	104,628,800 +21,268,310	+26%	+$229M	0.28%	89
2018 Q4	$746M	Buy	83,360,490 +16,580,260	+25%	+$154M	0.19%	128
2018 Q3	$679M	Sell	66,780,230 -13,972,610	-17%	-$153M	0.14%	166
2018 Q2	$828M	Sell	80,752,840 -17,586,390	-18%	-$191M	0.18%	137
2018 Q1	$1.07B	Buy	98,339,230 +8,555,930	+10%	+$95.2M	0.24%	108
2017 Q4	$943M	Buy	89,783,300 +69,070,160	+333%	+$728M	0.21%	113
2017 Q3	$220M	Buy	20,713,140 +20,629,370	+24,626%	+$197M	0.05%	336
2017 Q2	$767K	Sell	83,770 -182,320	-69%	-$1.82M	﹤0.01%	1953
2017 Q1	$2.53M	Sell	266,090 -91,340	-26%	-$804K	﹤0.01%	1683
2016 Q4	$2.81M	Sell	357,430 -156,500	-30%	-$1.2M	﹤0.01%	1593
2016 Q3	$3.58M	Buy	+513,930	New	+$3.7M	﹤0.01%	1497
2015 Q1	–	Sell	-7,502,590	Closed	-$52.8M	–	2203
2014 Q4	$52.8M	Sell	7,502,590 -14,590	-0.2%	-$108K	0.01%	717
2014 Q3	$59.2M	Buy	+7,517,180	New	+$56.7M	0.02%	657
2014 Q2	–	Sell	-72,340	Closed	-$500K	–	2194
2014 Q1	$500K	Sell	72,340 -25,940	-26%	-$168K	﹤0.01%	1981
2013 Q4	$634K	Buy	98,280 +27,000	+38%	+$170K	﹤0.01%	1936
2013 Q3	$434K	Buy	71,280 +20,930	+42%	+$123K	﹤0.01%	1997
2013 Q2	$281K	Buy	+50,350	New	+$275K	﹤0.01%	2041

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

Wellington Management Group's KLAC Position: Q1 2026 in Review

Wellington Management Group increased its KLA (KLAC) stake by 229% in Q1 2026, buying an estimated $1.47B and bringing the position to 14,404,690 shares worth $2.12B. The position accounts for 0.4% of the portfolio, ranked #49.

Wellington Management Group first reported a position in KLAC in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.26B in Q1 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Wellington Management Group held 14,404,690 shares of KLA worth $2.12B as of Q1 2026.
Wellington Management Group bought 10,024,410 KLA shares in Q1 2026, an estimated $1.47B.
KLA made up 0.4% of Wellington Management Group's portfolio in Q1 2026, its #49 holding.
Wellington Management Group first reported a position in KLA in Q2 2013 and has held it in 45 quarters since.
Wellington Management Group's KLA position peaked at $2.26B in Q1 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.