KLA 공사
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership5,013 shares
Latest Disclosed Value $ 7,381,192
CWM Advisors, LLC reports 70.91% decrease in ownership of KLAC / KLA Corporation

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,013 shares of KLA Corporation (MX:KLAC) valued at $7,381,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,231 shares of KLA Corporation. This represents a change in shares of -70.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 KLA COM NEW 482480100 5,013 -12,218 -70.91 7,381 -64.75 1.4807
2026-04-23 2026-03-31 13F KLA COM NEW 482480100 17,335 104 25,524 2.1007
2026-02-17 2025-12-31 13F KLA COM NEW 482480100 17,231 3,270 23.42 20,937 39.04 1.8839
2025-10-15 2025-09-30 13F KLA COM NEW 482480100 13,961 -1,723 -10.99 15,058 7.19 1.4657
2025-07-24 2025-06-30 13F KLA COM NEW 482480100 15,684 -686 -4.19 14,049 26.24 1.5304
2025-06-03 2025-03-31 13F KLA COM NEW 482480100 16,370 1,389 9.27 11,128 17.89 1.3228
2025-01-17 2024-12-31 13F KLA COM NEW 482480100 14,981 -162 -1.07 9,440 -19.50 1.0564
2024-10-10 2024-09-30 13F KLA COM NEW 482480100 15,143 2,703 21.73 11,727 14.33 1.1997
2024-08-12 2024-06-30 13F KLA COM NEW 482480100 12,440 -2,760 -18.16 10,257 -3.41 1.1822
2024-05-07 2024-03-31 13F KLA COM NEW 482480100 15,200 1,664 12.29 10,618 34.95 1.0864
2024-02-12 2023-12-31 13F KLA COM NEW 482480100 13,536 -876 -6.08 7,869 19.03 0.8654
2023-10-26 2023-09-30 13F KLA COM NEW 482480100 14,412 -1,921 -11.76 6,610 -16.55 0.8439
2023-07-31 2023-06-30 13F KLA COM NEW 482480100 16,333 -2,667 -14.04 7,922 4.44 0.9583
2023-04-24 2023-03-31 13F KLA COM NEW 482480100 19,000 1,675 9.67 7,584 16.12 0.9651
2023-01-26 2022-12-31 13F KLA COM NEW 482480100 17,325 62 0.36 6,532 25.02 0.8406
2022-11-07 2022-09-30 13F KLA COM NEW 482480100 17,263 -2,842 -14.14 5,224 -18.57 0.7381
2022-08-10 2022-06-30 13F KLA COM NEW 482480100 20,105 -1,061 -5.01 6,415 -17.20 0.8512
2022-04-21 2022-03-31 13F KLA COM NEW 482480100 21,166 -1,929 -8.35 7,748 -22.00 0.8967
2022-02-14 2021-12-31 13F/A-1 KLA COM NEW 482480100 23,095 1,311 6.02 9,933 36.31 1.1389
2022-02-03 2021-12-31 13F KLA COM NEW 482480100 1,085 -20,699 467 0.1322
2021-11-09 2021-09-30 13F KLA COM NEW 482480100 21,784 17,584 418.67 7,287 435.02 0.9211
2021-08-10 2021-06-30 13F KLA COM NEW 482480100 4,200 1,147 37.57 1,362 34.99 0.1792
2021-04-30 2021-03-31 13F KLA COM NEW 482480100 3,053 1,603 110.55 1,009 169.07 0.1547
2021-02-12 2020-12-31 13F KLA COM NEW 482480100 1,450 -505 -25.83 375 -1.06 0.0829
2020-11-16 2020-09-30 13F KLA COM NEW 482480100 1,955 -207 -9.57 379 -9.76 0.1043
2020-08-12 2020-06-30 13F KLA COM NEW 482480100 2,162 -451 -17.26 420 11.70 0.1450
2020-05-08 2020-03-31 13F KLA COM NEW 482480100 2,613 -479 -15.49 376 -31.76 0.1502
2020-01-24 2019-12-31 13F KLA COM NEW 482480100 3,092 -1,625 -34.45 551 -26.73 0.1976
2019-11-13 2019-09-30 13F KLA COM NEW 482480100 4,717 459 10.78 752 49.50 0.2867
2019-07-16 2019-06-30 13F KLA-TENCOR COM 482480100 4,258 60 1.43 503 0.40 0.2116
2019-05-16 2019-03-31 13F KLA-TENCOR COM 482480100 4,198 1,155 37.96 501 84.19 0.2326
2019-02-21 2018-12-31 13F/A-1 KLA-TENCOR COM 482480100 3,043 182 6.36 272 -6.53 0.1829
2019-02-21 2018-09-30 13F/A-1 KLA-TENCOR COM 482480100 2,861 347 13.80 291 12.79 0.1793
2018-11-07 2018-09-30 13F KLA-TENCOR COM 482480100 2,844 2,844 289
2019-02-21 2018-06-30 13F/A-1 KLA-TENCOR COM 482480100 2,514 336 15.43 258 8.86 0.1834
2019-02-22 2018-03-31 13F/A-1 KLA-TENCOR COM 482480100 2,178 428 24.46 237 28.80 0.2415
2019-02-21 2017-12-31 13F/A-1 KLA-TENCOR COM 482480100 1,750 1,750 184 0.1564
2018-02-15 2017-12-31 13F KLA-Tencor COM 482480100 35 4 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.