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CM Wealth Advisors’s KLA KLAC Stock Holding History

CM Wealth Advisors’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 		$241K Buy
+800
New +$159K 0.04% 170

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

CM Wealth Advisors's KLAC Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 800 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings.

2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • CM Wealth Advisors held 800 shares of KLA worth $241K as of Q2 2026.
  • KLA was a new CM Wealth Advisors position in Q2 2026.
  • KLA made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.