Beacon Investment Advisory Services’s KLA KLAC Stock Holding History

Beacon Investment Advisory Services’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	$241K	Hold	800	–	–	0.01%	239
2026 Q1	$118K	Buy	+800	New	+$117K	﹤0.01%	310
2023 Q4	–	Sell	-35,000	Closed	-$1.61M	–	275
2023 Q3	$1.61M	Hold	35,000	–	–	0.08%	128
2023 Q2	$1.7M	Buy	+35,000	New	+$1.46M	0.08%	132
2019 Q1	–	Sell	-35,000	Closed	-$313K	–	245
2018 Q4	$313K	Hold	35,000	–	–	0.03%	200
2018 Q3	$356K	Sell	35,000 -320	-0.9%	-$3.5K	0.03%	199
2018 Q2	$362K	Buy	35,320 +320	+0.9%	+$3.48K	0.04%	191
2018 Q1	$382K	Buy	+35,000	New	+$389K	0.04%	180

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beacon Investment Advisory Services's KLAC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its KLA (KLAC) position steady in Q2 2026 at 800 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #239.

Beacon Investment Advisory Services first reported a position in KLAC in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.7M in Q2 2023. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Beacon Investment Advisory Services held 800 shares of KLA worth $241K as of Q2 2026.
Beacon Investment Advisory Services left its KLA share count unchanged in Q2 2026.
KLA made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #239 holding.
Beacon Investment Advisory Services first reported a position in KLA in Q1 2018 and has held it in 8 quarters since.
Beacon Investment Advisory Services's KLA position peaked at $1.7M in Q2 2023.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.