Commonwealth Retirement Investments’s KLA KLAC Stock Holding History

Commonwealth Retirement Investments’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	$3M	Sell	9,955 -25	-0.3%	-$4.96K	0.82%	37
2026 Q1	$1.47M	Sell	9,980 -250	-2%	-$36.6K	0.45%	60
2025 Q4	$1.24M	Sell	10,230 -490	-5%	-$57.5K	0.4%	63
2025 Q3	$1.16M	Sell	10,720 -830	-7%	-$77.4K	0.39%	69
2025 Q2	$1.03M	Sell	11,550 -540	-4%	-$40.6K	0.39%	69
2025 Q1	$822K	Sell	12,090 -90	-0.7%	-$6.48K	0.33%	67
2024 Q4	$768K	Sell	12,180 -180	-1%	-$12.2K	0.32%	68
2024 Q3	$957K	Sell	12,360 -800	-6%	-$62.8K	0.4%	65
2024 Q2	$1.09M	Sell	13,160 -14,940	-53%	-$1.1M	0.5%	56
2024 Q1	$1.96M	Sell	28,100 -450	-2%	-$28.9K	0.94%	32
2023 Q4	$1.66M	Sell	28,550 -480	-2%	-$25K	0.88%	34
2023 Q3	$1.33M	Buy	+29,030	New	+$1.39M	0.77%	35

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Commonwealth Retirement Investments's KLAC Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its KLA (KLAC) stake by 0.25% in Q2 2026, selling an estimated $4.96K and leaving 9,955 shares worth $3M. The position accounts for 0.82% of the portfolio, ranked #37.

Commonwealth Retirement Investments first reported a position in KLAC in Q3 2023 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Commonwealth Retirement Investments held 9,955 shares of KLA worth $3M as of Q2 2026.
Commonwealth Retirement Investments sold 25 KLA shares in Q2 2026, an estimated $4.96K.
KLA made up 0.82% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #37 holding.
Commonwealth Retirement Investments first reported a position in KLA in Q3 2023 and has held it in 12 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.