Axxcess Wealth Management
KLAC icon

Axxcess Wealth Management’s KLA KLAC Stock Holding History

Axxcess 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
Q3 		$2.01M Sell
10,323
-1,325
-11% -$260K 0.08% 246
2026
Q2 		$3.51M Buy
11,648
+1,708
+17% +$339K 0.06% 296
2026
Q1 		$1.46M Buy
9,940
+780
+9% +$114K 0.05% 208
2025
Q4 		$1.11M Sell
9,160
-560
-6% -$65.7K 0.02% 491
2025
Q3 		$1.05M Buy
9,720
+2,200
+29% +$205K 0.02% 434
2025
Q2 		$674K Buy
+7,520
New +$566K 0.02% 522

Other funds holding KLAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Axxcess Wealth Management's KLAC Position: Q3 2026 in Review

Axxcess Wealth Management reduced its KLA (KLAC) stake by 11% in Q3 2026, selling an estimated $260K and leaving 10,323 shares worth $2.01M. The position accounts for 0.08% of the portfolio, ranked #246.

Axxcess Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.51M in Q2 2026. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Axxcess Wealth Management held 10,323 shares of KLA worth $2.01M as of Q3 2026.
  • Axxcess Wealth Management sold 1,325 KLA shares in Q3 2026, an estimated $260K.
  • KLA made up 0.08% of Axxcess Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Axxcess Wealth Management first reported a position in KLA in Q2 2025 and has held it in 6 quarters since.
  • Axxcess Wealth Management's KLA position peaked at $3.51M in Q2 2026.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.