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BAM Wealth Management’s KLA KLAC Stock Holding History

BAM 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 		$1.12M Buy
+3,722
New +$739K 0.7% 32
2026
Q1 		– Sell
-3,240
Closed -$394K – 174
2025
Q4 		$394K Sell
3,240
-30
-0.9% -$3.52K 0.28% 85
2025
Q3 		$353K Buy
+3,270
New +$305K 0.27% 82

Other funds holding KLAC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

BAM Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 3,722 shares worth $1.12M. The stake represents 0.7% of the portfolio and ranks #32 among its holdings. This is a return to the name: BAM Wealth Management previously reported a position in KLAC as recently as Q4 2025.

BAM Wealth Management first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 1,424 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • BAM Wealth Management held 3,722 shares of KLA worth $1.12M as of Q2 2026.
  • KLA was a new BAM Wealth Management position in Q2 2026.
  • KLA made up 0.7% of BAM Wealth Management's portfolio in Q2 2026, its #32 holding.
  • BAM Wealth Management first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 1,424 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.