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BXM Wealth’s KLA KLAC Stock Holding History

BXM Wealth’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 		$1.42M Buy
4,720
+3,200
+211% +$635K 0.77% 28
2026
Q1 		$224K Buy
+1,520
New +$222K 0.17% 122
2025
Q4 		– Sell
-4,250
Closed -$458K – 148
2025
Q3 		$458K Buy
+4,250
New +$397K 0.43% 65
2025
Q1 		– Sell
-3,250
Closed -$205K – 108
2024
Q4 		$205K Buy
+3,250
New +$220K 0.29% 92

Other funds holding KLAC

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

BXM Wealth's KLAC Position: Q2 2026 in Review

BXM Wealth increased its KLA (KLAC) stake by 211% in Q2 2026, buying an estimated $635K and bringing the position to 4,720 shares worth $1.42M. The position accounts for 0.77% of the portfolio, ranked #28.

BXM Wealth first reported a position in KLAC in Q4 2024 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • BXM Wealth held 4,720 shares of KLA worth $1.42M as of Q2 2026.
  • BXM Wealth bought 3,200 KLA shares in Q2 2026, an estimated $635K.
  • KLA made up 0.77% of BXM Wealth's portfolio in Q2 2026, its #28 holding.
  • BXM Wealth first reported a position in KLA in Q4 2024 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.