Baldwin Wealth Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $67.1M | Sell |
222,332
-43,188
| -16% | -$8.57M | 4.39% | 6 |
|
|
2026
Q1 | $39.1M | Sell |
265,520
-41,120
| -13% | -$6.02M | 2.84% | 8 |
|
|
2025
Q4 | $37.3M | Sell |
306,640
-65,590
| -18% | -$7.69M | 2.38% | 9 |
|
|
2025
Q3 | $40.1M | Sell |
372,230
-9,120
| -2% | -$851K | 2.62% | 9 |
|
|
2025
Q2 | $34.2M | Sell |
381,350
-4,430
| -1% | -$333K | 2.32% | 11 |
|
|
2025
Q1 | $26.2M | Buy |
385,780
+4,710
| +1% | +$339K | 1.84% | 13 |
|
|
2024
Q4 | $24M | Buy |
381,070
+23,370
| +7% | +$1.58M | 1.66% | 15 |
|
|
2024
Q3 | $27.7M | Buy |
357,700
+3,370
| +1% | +$264K | 1.89% | 10 |
|
|
2024
Q2 | $29.2M | Sell |
354,330
-23,170
| -6% | -$1.71M | 2.28% | 10 |
|
|
2024
Q1 | $26.4M | Sell |
377,500
-11,680
| -3% | -$750K | 1.99% | 12 |
|
|
2023
Q4 | $22.6M | Sell |
389,180
-1,920
| -0.5% | -$99.9K | 1.78% | 14 |
|
|
2023
Q3 | $17.9M | Sell |
391,100
-4,710
| -1% | -$226K | 1.54% | 19 |
|
|
2023
Q2 | $19.2M | Buy |
395,810
+3,160
| +0.8% | +$132K | 1.57% | 16 |
|
|
2023
Q1 | $15.7M | Buy |
392,650
+130
| +0% | +$5.12K | 1.37% | 22 |
|
|
2022
Q4 | $14.8M | Sell |
392,520
-720
| -0.2% | -$25.1K | 1.34% | 20 |
|
|
2022
Q3 | $11.9M | Buy |
393,240
+200,550
| +104% | +$6.95M | 1.65% | 19 |
|
|
2022
Q2 | $6.15M | Buy |
192,690
+183,540
| +2,006% | +$6.17M | 0.8% | 38 |
|
|
2022
Q1 | $335K | Buy |
9,150
+2,500
| +38% | +$93.5K | 0.04% | 155 |
|
|
2021
Q4 | $286K | Hold |
6,650
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $222K | Hold |
6,650
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $216K | Sell |
6,650
-2,000
| -23% | -$64.1K | 0.02% | 193 |
|
|
2021
Q1 | $286K | Buy |
8,650
+2,000
| +30% | +$60.3K | 0.03% | 148 |
|
|
2020
Q4 | $172K | Buy |
6,650
+6,500
| +4,333% | +$152K | 0.02% | 188 |
|
|
2020
Q3 | $3K | Buy |
+150
| New | +$2.96K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-583,860
| Closed | -$5.94M | – | 524 |
|
|
2018
Q3 | $5.94M | Buy |
583,860
+3,570
| +0.6% | +$39K | 0.83% | 38 |
|
|
2018
Q2 | $5.95M | Buy |
580,290
+17,290
| +3% | +$188K | 0.92% | 36 |
|
|
2018
Q1 | $6.14M | Buy |
563,000
+53,050
| +10% | +$590K | 0.99% | 36 |
|
|
2017
Q4 | $5.36M | Buy |
509,950
+56,100
| +12% | +$591K | 0.83% | 44 |
|
|
2017
Q3 | $4.81M | Buy |
+453,850
| New | +$4.33M | 0.77% | 45 |
|
Other funds holding KLAC
Baldwin Wealth Partners's KLAC Position: Q2 2026 in Review
Baldwin Wealth Partners reduced its KLA (KLAC) stake by 16% in Q2 2026, selling an estimated $8.57M and leaving 222,332 shares worth $67.1M. The position accounts for 4.39% of the portfolio, ranked #6.
Baldwin Wealth Partners first reported a position in KLAC in Q3 2017 and has held it in 29 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Baldwin Wealth Partners held 222,332 shares of KLA worth $67.1M as of Q2 2026.
- Baldwin Wealth Partners sold 43,188 KLA shares in Q2 2026, an estimated $8.57M.
- KLA made up 4.39% of Baldwin Wealth Partners's portfolio in Q2 2026, its #6 holding.
- Baldwin Wealth Partners first reported a position in KLA in Q3 2017 and has held it in 29 quarters since.
- 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.