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Cornerstone Financial Management’s KLA KLAC Stock Holding History

Cornerstone Financial Management’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 		$90.5K Buy
300
+100
+50% +$19.9K 0.07% 126
2026
Q1 		$29.4K Buy
200
+10
+5% +$1.46K 0.03% 167
2025
Q4 		$23.1K Buy
+190
New +$22.3K 0.02% 174

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

Cornerstone Financial Management's KLAC Position: Q2 2026 in Review

Cornerstone Financial Management increased its KLA (KLAC) stake by 50% in Q2 2026, buying an estimated $19.9K and bringing the position to 300 shares worth $90.5K. The position accounts for 0.07% of the portfolio, ranked #126.

Cornerstone Financial Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,480 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Cornerstone Financial Management held 300 shares of KLA worth $90.5K as of Q2 2026.
  • Cornerstone Financial Management bought 100 KLA shares in Q2 2026, an estimated $19.9K.
  • KLA made up 0.07% of Cornerstone Financial Management's portfolio in Q2 2026, its #126 holding.
  • Cornerstone Financial Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,480 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.