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Boltwood Capital Management’s KLA KLAC Stock Holding History

Boltwood Capital 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 		$6.06M Sell
20,100
-200
-1% -$39.7K 1.39% 19
2026
Q1 		$2.99M Buy
20,300
+610
+3% +$89.2K 0.76% 33
2025
Q4 		$2.39M Buy
19,690
+160
+0.8% +$18.8K 0.62% 44
2025
Q3 		$2.11M Sell
19,530
-350
-2% -$32.7K 0.56% 49
2025
Q2 		$1.78M Sell
19,880
-620
-3% -$46.6K 0.51% 54
2025
Q1 		$1.39M Buy
20,500
+650
+3% +$46.8K 0.42% 61
2024
Q4 		$1.25M Sell
19,850
-400
-2% -$27K 0.38% 64
2024
Q3 		$1.57M Sell
20,250
-360
-2% -$28.2K 0.46% 59
2024
Q2 		$1.7M Sell
20,610
-300
-1% -$22.2K 0.53% 56
2024
Q1 		$1.46M Sell
20,910
-800
-4% -$51.4K 0.45% 59
2023
Q4 		$1.26M Sell
21,710
-5,220
-19% -$272K 0.42% 63
2023
Q3 		$1.24M Sell
26,930
-1,400
-5% -$67.1K 0.46% 56
2023
Q2 		$1.37M Sell
28,330
-500
-2% -$20.9K 0.5% 55
2023
Q1 		$1.15M Sell
28,830
-1,740
-6% -$68.6K 0.43% 61
2022
Q4 		$1.15M Sell
30,570
-22,040
-42% -$768K 0.47% 60
2022
Q3 		$1.59M Sell
52,610
-280
-0.5% -$9.7K 0.73% 40
2022
Q2 		$1.69M Sell
52,890
-2,840
-5% -$95.5K 0.73% 43
2022
Q1 		$2.04M Sell
55,730
-1,990
-3% -$74.4K 0.79% 42
2021
Q4 		$2.48M Sell
57,720
-690
-1% -$26.6K 0.92% 33
2021
Q3 		$1.95M Sell
58,410
-400
-0.7% -$13.4K 0.79% 40
2021
Q2 		$1.91M Sell
58,810
-840
-1% -$26.9K 0.79% 42
2021
Q1 		$1.97M Sell
59,650
-10,850
-15% -$327K 0.88% 37
2020
Q4 		$1.82M Sell
70,500
-3,950
-5% -$92.1K 0.89% 38
2020
Q3 		$1.44M Sell
74,450
-1,350
-2% -$26.7K 0.8% 43
2020
Q2 		$1.47M Sell
75,800
-6,150
-8% -$105K 0.89% 38
2020
Q1 		$1.18M Sell
81,950
-1,950
-2% -$31.4K 0.83% 41
2019
Q4 		$1.5M Buy
83,900
+10,300
+14% +$173K 0.84% 41
2019
Q3 		$1.17M Buy
73,600
+4,650
+7% +$65K 0.74% 45
2019
Q2 		$815K Buy
68,950
+11,950
+21% +$138K 0.52% 70
2019
Q1 		$681K Buy
+57,000
New +$613K 0.44% 74
2018
Q4 		– Sell
-103,750
Closed -$1.05M – 130
2018
Q3 		$1.05M Buy
103,750
+5,850
+6% +$63.9K 0.63% 52
2018
Q2 		$1M Buy
+97,900
New +$1.06M 0.65% 52

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Boltwood Capital Management's KLAC Position: Q2 2026 in Review

Boltwood Capital Management reduced its KLA (KLAC) stake by 0.99% in Q2 2026, selling an estimated $39.7K and leaving 20,100 shares worth $6.06M. The position accounts for 1.39% of the portfolio, ranked #19.

Boltwood Capital Management first reported a position in KLAC in Q2 2018 and has held it in 32 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Boltwood Capital Management held 20,100 shares of KLA worth $6.06M as of Q2 2026.
  • Boltwood Capital Management sold 200 KLA shares in Q2 2026, an estimated $39.7K.
  • KLA made up 1.39% of Boltwood Capital Management's portfolio in Q2 2026, its #19 holding.
  • Boltwood Capital Management first reported a position in KLA in Q2 2018 and has held it in 32 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.