Bartlett & Co Wealth Management’s KLA KLAC Stock Holding History

Bartlett & Co 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 Q1	$228K	Buy	1,330 +30	+2%	+$4.39K	﹤0.01%	441
2025 Q4	$158K	Hold	1,300	–	–	﹤0.01%	482
2025 Q3	$140K	Buy	1,300 +330	+34%	+$30.8K	﹤0.01%	499
2025 Q2	$86.9K	Sell	970 -100	-9%	-$7.52K	﹤0.01%	576
2025 Q1	$72.7K	Buy	1,070 +60	+6%	+$4.32K	﹤0.01%	594
2024 Q4	$63.6K	Sell	1,010 -50	-5%	-$3.38K	﹤0.01%	603
2024 Q3	$82.1K	Hold	1,060	–	–	﹤0.01%	571
2024 Q2	$87.4K	Buy	1,060 +560	+112%	+$41.4K	﹤0.01%	573
2024 Q1	$34.9K	Hold	500	–	–	﹤0.01%	721
2023 Q4	$29.3K	Buy	+500	New	+$26K	﹤0.01%	799
2022 Q3	–	Sell	-220	Closed	-$7.02K	–	1237
2022 Q2	$7.02K	Sell	220 -420	-66%	-$14.1K	﹤0.01%	948
2022 Q1	$23.4K	Buy	+640	New	+$23.9K	﹤0.01%	713
2021 Q4	–	Sell	-130	Closed	-$4.35K	–	656
2021 Q3	$4.35K	Hold	130	–	–	﹤0.01%	783
2021 Q2	$4.21K	Hold	130	–	–	﹤0.01%	777
2021 Q1	$4.29K	Hold	130	–	–	﹤0.01%	804
2020 Q4	$3.37K	Buy	+130	New	+$3.03K	﹤0.01%	843

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bartlett & Co Wealth Management's KLAC Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its KLA (KLAC) stake by 2.3% in Q1 2026, buying an estimated $4.39K and bringing the position to 1,330 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Bartlett & Co Wealth Management first reported a position in KLAC in Q4 2020 and has held it in 16 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Bartlett & Co Wealth Management held 1,330 shares of KLA worth $228K as of Q1 2026.
Bartlett & Co Wealth Management bought 30 KLA shares in Q1 2026, an estimated $4.39K.
KLA made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #441 holding.
Bartlett & Co Wealth Management first reported a position in KLA in Q4 2020 and has held it in 16 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.