AWM
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AE Wealth Management’s KLA KLAC Stock Holding History

AE Wealth Management’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 		$10.7M Buy
72,660
+13,220
+22% +$1.93M 0.06% 287
2025
Q4 		$7.22M Buy
59,440
+27,200
+84% +$3.19M 0.04% 339
2025
Q3 		$3.48M Buy
32,240
+6,860
+27% +$640K 0.02% 426
2025
Q2 		$2.27M Buy
25,380
+3,460
+16% +$260K 0.02% 507
2025
Q1 		$1.49M Buy
21,920
+5,300
+32% +$382K 0.01% 608
2024
Q4 		$1.05M Buy
16,620
+4,560
+38% +$308K 0.01% 688
2024
Q3 		$934K Buy
12,060
+8,950
+288% +$702K 0.01% 705
2024
Q2 		$256K Buy
+3,110
New +$230K ﹤0.01% 1081
2024
Q1 		– Sell
-157,420
Closed -$9.44M – 1611
2023
Q4 		$9.44M Buy
157,420
+26,370
+20% +$1.37M 0.05% 412
2023
Q3 		$6.01M Buy
131,050
+81,250
+163% +$3.9M 0.04% 499
2023
Q2 		$2.42M Sell
49,800
-73,180
-60% -$3.06M 0.01% 787
2023
Q1 		$4.91M Buy
122,980
+78,160
+174% +$3.08M 0.03% 514
2022
Q4 		$1.69M Sell
44,820
-111,780
-71% -$3.9M 0.01% 804
2022
Q3 		$4.74M Buy
156,600
+89,950
+135% +$3.12M 0.04% 439
2022
Q2 		$2.13M Sell
66,650
-67,550
-50% -$2.27M 0.02% 652
2022
Q1 		$4.91M Buy
134,200
+102,190
+319% +$3.82M 0.03% 442
2021
Q4 		$1.38M Buy
+32,010
New +$1.24M 0.01% 818
2021
Q2 		– Sell
-6,920
Closed -$229K – 1634
2021
Q1 		$229K Sell
6,920
-1,730
-20% -$52.1K ﹤0.01% 1360
2020
Q4 		$224K Buy
+8,650
New +$202K ﹤0.01% 1244

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

AE Wealth Management's KLAC Position: Q1 2026 in Review

AE Wealth Management increased its KLA (KLAC) stake by 22% in Q1 2026, buying an estimated $1.93M and bringing the position to 72,660 shares worth $10.7M. The position accounts for 0.06% of the portfolio, ranked #287.

AE Wealth Management first reported a position in KLAC in Q4 2020 and has held it in 19 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • AE Wealth Management held 72,660 shares of KLA worth $10.7M as of Q1 2026.
  • AE Wealth Management bought 13,220 KLA shares in Q1 2026, an estimated $1.93M.
  • KLA made up 0.06% of AE Wealth Management's portfolio in Q1 2026, its #287 holding.
  • AE Wealth Management first reported a position in KLA in Q4 2020 and has held it in 19 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.