BAM Wealth Management
KLAC icon

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
Q3 		$901K Buy
4,623
+901
+24% +$177K 0.49% 49
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

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

BAM Wealth Management increased its KLA (KLAC) stake by 24% in Q3 2026, buying an estimated $177K and bringing the position to 4,623 shares worth $901K. The position accounts for 0.49% of the portfolio, ranked #49.

BAM Wealth Management first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • BAM Wealth Management held 4,623 shares of KLA worth $901K as of Q3 2026.
  • BAM Wealth Management bought 901 KLA shares in Q3 2026, an estimated $177K.
  • KLA made up 0.49% of BAM Wealth Management's portfolio in Q3 2026, its #49 holding.
  • BAM Wealth Management first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's KLA position peaked at $1.12M in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.