Carson Wealth (CWM LLC)’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.14M | Buy |
62,050
+3,140
| +5% | +$459K | 0.02% | 586 |
|
|
2025
Q4 | $7.16M | Buy |
58,910
+9,590
| +19% | +$1.12M | 0.02% | 638 |
|
|
2025
Q3 | $5.32M | Sell |
49,320
-300
| -0.6% | -$28K | 0.02% | 689 |
|
|
2025
Q2 | $4.45M | Buy |
49,620
+12,530
| +34% | +$943K | 0.02% | 625 |
|
|
2025
Q1 | $2.52M | Buy |
37,090
+7,070
| +24% | +$509K | 0.01% | 757 |
|
|
2024
Q4 | $1.89M | Sell |
30,020
-6,980
| -19% | -$472K | 0.01% | 805 |
|
|
2024
Q3 | $2.87M | Buy |
37,000
+7,290
| +25% | +$572K | 0.01% | 588 |
|
|
2024
Q2 | $2.45M | Buy |
29,710
+2,660
| +10% | +$197K | 0.01% | 586 |
|
|
2024
Q1 | $1.89M | Buy |
27,050
+1,020
| +4% | +$65.5K | 0.01% | 639 |
|
|
2023
Q4 | $1.51M | Buy |
26,030
+4,420
| +20% | +$230K | 0.01% | 646 |
|
|
2023
Q3 | $991K | Buy |
21,610
+3,570
| +20% | +$171K | 0.01% | 759 |
|
|
2023
Q2 | $875K | Buy |
18,040
+4,500
| +33% | +$188K | 0.01% | 759 |
|
|
2023
Q1 | $540K | Buy |
13,540
+130
| +1% | +$5.12K | ﹤0.01% | 872 |
|
|
2022
Q4 | $506K | Sell |
13,410
-7,680
| -36% | -$268K | ﹤0.01% | 811 |
|
|
2022
Q3 | $638K | Buy |
21,090
+1,970
| +10% | +$68.2K | 0.01% | 682 |
|
|
2022
Q2 | $610K | Buy |
19,120
+8,690
| +83% | +$292K | ﹤0.01% | 688 |
|
|
2022
Q1 | $382K | Buy |
10,430
+2,230
| +27% | +$83.4K | ﹤0.01% | 805 |
|
|
2021
Q4 | $353K | Buy |
+8,200
| New | +$316K | ﹤0.01% | 827 |
|
|
2021
Q2 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q1 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q4 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q3 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q1 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q4 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q3 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q2 | $102K | Hold |
3,150
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q1 | $102K | Buy |
3,150
+750
| +31% | +$8.07K | ﹤0.01% | 1132 |
|
|
2018
Q4 | $21K | Buy |
2,400
+1,930
| +411% | +$18K | ﹤0.01% | 1122 |
|
|
2018
Q3 | $5K | Hold |
470
| – | – | ﹤0.01% | 1350 |
|
|
2018
Q2 | $5K | Buy |
470
+260
| +124% | +$2.83K | ﹤0.01% | 1199 |
|
|
2018
Q1 | $2K | Buy |
+210
| New | +$2.34K | ﹤0.01% | 1185 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$1K | – | 1519 |
|
|
2017
Q2 | $1K | Hold |
120
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 1071 |
|
|
2016
Q4 | $1K | Hold |
120
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q3 | $1K | Hold |
120
| – | – | ﹤0.01% | 952 |
|
|
2016
Q2 | $1K | Buy |
+120
| New | +$860 | ﹤0.01% | 750 |
|
Other funds holding KLAC
VCM
VPM
Carson Wealth (CWM LLC)'s KLAC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its KLA (KLAC) stake by 5.3% in Q1 2026, buying an estimated $459K and bringing the position to 62,050 shares worth $9.14M. The position accounts for 0.02% of the portfolio, ranked #586.
Carson Wealth (CWM LLC) first reported a position in KLAC in Q2 2016 and has held it in 37 quarters since. 2,071 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- Carson Wealth (CWM LLC) held 62,050 shares of KLA worth $9.14M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,140 KLA shares in Q1 2026, an estimated $459K.
- KLA made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #586 holding.
- Carson Wealth (CWM LLC) first reported a position in KLA in Q2 2016 and has held it in 37 quarters since.
- 2,071 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.