EWM
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Evermay Wealth Management’s KLA KLAC Stock Holding History

Evermay Wealth 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 		$63.4K Buy
+210
New +$41.7K 0.01% 332
2024
Q1 		– Sell
-10
Closed -$582 – 684
2023
Q4 		$582 Buy
+10
New +$520 ﹤0.01% 558
2022
Q1 		– Sell
-1,000
Closed -$43K – 557
2021
Q4 		$43K Buy
+1,000
New +$38.6K 0.01% 295

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

Evermay Wealth Management's KLAC Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 210 shares worth $63.4K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in KLAC as recently as Q4 2023.

Evermay Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 3 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Evermay Wealth Management held 210 shares of KLA worth $63.4K as of Q2 2026.
  • KLA was a new Evermay Wealth Management position in Q2 2026.
  • KLA made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Evermay Wealth Management first reported a position in KLA in Q4 2021 and has held it in 3 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.