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Capstone Wealth Management Group (Pennsylvania)’s KLA KLAC Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$8.65M Buy
28,686
+2,726
+11% +$541K 3.05% 14
2026
Q1 		$3.82M Buy
+25,960
New +$3.8M 1.6% 20
2022
Q1 		– Sell
-5,510
Closed -$237K – 71
2021
Q4 		$237K Buy
+5,510
New +$213K 0.19% 74

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s KLAC Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its KLA (KLAC) stake by 11% in Q2 2026, buying an estimated $541K and bringing the position to 28,686 shares worth $8.65M. The position accounts for 3.05% of the portfolio, ranked #14.

Capstone Wealth Management Group (Pennsylvania) first reported a position in KLAC in Q4 2021 and has held it in 3 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 28,686 shares of KLA worth $8.65M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 2,726 KLA shares in Q2 2026, an estimated $541K.
  • KLA made up 3.05% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #14 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in KLA in Q4 2021 and has held it in 3 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.