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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Axxcess Wealth Management's KLAC Position: Q2 2026 in Review

Axxcess Wealth Management increased its KLA (KLAC) stake by 17% in Q2 2026, buying an estimated $339K and bringing the position to 11,648 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #296.

Axxcess Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Axxcess Wealth Management held 11,648 shares of KLA worth $3.51M as of Q2 2026.
  • Axxcess Wealth Management bought 1,708 KLA shares in Q2 2026, an estimated $339K.
  • KLA made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Axxcess Wealth Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.