CJM Wealth Advisers’s KLA KLAC Stock Holding History

CJM Wealth Advisers’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	$1.81M	Hold	6,000	–	–	0.48%	24
2026 Q1	$883K	Hold	6,000	–	–	0.27%	35
2025 Q4	$729K	Sell	6,000 -50	-0.8%	-$5.87K	0.22%	36
2025 Q3	$653K	Buy	6,050 +50	+0.8%	+$4.67K	0.2%	39
2025 Q2	$537K	Hold	6,000	–	–	0.18%	41
2025 Q1	$408K	Hold	6,000	–	–	0.14%	45
2024 Q4	$378K	Hold	6,000	–	–	0.13%	46
2024 Q3	$465K	Hold	6,000	–	–	0.16%	41
2024 Q2	$497K	Hold	6,000	–	–	0.18%	36
2024 Q1	$419K	Hold	6,000	–	–	0.16%	41
2023 Q4	$349K	Hold	6,000	–	–	0.15%	44
2023 Q3	$275K	Hold	6,000	–	–	0.13%	44
2023 Q2	$291K	Hold	6,000	–	–	0.15%	43
2023 Q1	$240K	Hold	6,000	–	–	0.14%	50
2022 Q4	$226K	Buy	+6,000	New	+$209K	0.14%	49
2022 Q2	–	Sell	-6,000	Closed	-$220K	–	57
2022 Q1	$220K	Hold	6,000	–	–	0.15%	53
2021 Q4	$258K	Buy	+6,000	New	+$232K	0.18%	49

Other funds holding KLAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

CJM Wealth Advisers's KLAC Position: Q2 2026 in Review

CJM Wealth Advisers held its KLA (KLAC) position steady in Q2 2026 at 6,000 shares worth $1.81M. The position accounts for 0.48% of the portfolio, ranked #24.

CJM Wealth Advisers first reported a position in KLAC in Q4 2021 and has held it in 17 quarters since. 512 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

CJM Wealth Advisers held 6,000 shares of KLA worth $1.81M as of Q2 2026.
CJM Wealth Advisers left its KLA share count unchanged in Q2 2026.
KLA made up 0.48% of CJM Wealth Advisers's portfolio in Q2 2026, its #24 holding.
CJM Wealth Advisers first reported a position in KLA in Q4 2021 and has held it in 17 quarters since.
512 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.