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Campbell Wealth Management’s KLA KLAC Stock Holding History

Campbell 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
2024
Q4 		$213K Buy
+3,390
New +$229K 0.02% 90
2024
Q2 		– Sell
-3,370
Closed -$236K – 70
2024
Q1 		$236K Buy
+3,370
New +$216K 0.02% 79
2020
Q3 		– Sell
-3,550
Closed -$69K – 220
2020
Q2 		$69K Buy
+3,550
New +$60.7K 0.01% 123

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's KLAC Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in KLA (KLAC) in Q4 2024: 3,390 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in KLAC as recently as Q1 2024.

Campbell Wealth Management first reported a position in KLAC in Q2 2020 and has held it in 3 quarters since. The position peaked at $236K in Q1 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Campbell Wealth Management held 3,390 shares of KLA worth $213K as of Q4 2024.
  • KLA was a new Campbell Wealth Management position in Q4 2024.
  • KLA made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Campbell Wealth Management first reported a position in KLA in Q2 2020 and has held it in 3 quarters since.
  • Campbell Wealth Management's KLA position peaked at $236K in Q1 2024.
  • 1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.