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Fortem Financial Group’s KLA KLAC Stock Holding History

Fortem Financial Group’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 		$20.2M Buy
67,049
+1,489
+2% +$296K 4.13% 1
2026
Q1 		$9.65M Sell
65,560
-8,360
-11% -$1.22M 2.42% 8
2025
Q4 		$8.98M Buy
73,920
+30
+0% +$3.52K 2.4% 9
2025
Q3 		$7.97M Sell
73,890
-1,870
-2% -$174K 2.29% 9
2025
Q2 		$6.79M Buy
75,760
+11,870
+19% +$893K 2.19% 11
2025
Q1 		$4.34M Buy
63,890
+5,500
+9% +$396K 1.69% 15
2024
Q4 		$3.68M Buy
58,390
+1,190
+2% +$80.4K 1.43% 18
2024
Q3 		$4.43M Sell
57,200
-5,770
-9% -$453K 1.8% 12
2024
Q2 		$5.19M Sell
62,970
-1,030
-2% -$76.1K 2.23% 10
2024
Q1 		$4.47M Buy
64,000
+1,950
+3% +$125K 1.96% 10
2023
Q4 		$3.61M Sell
62,050
-4,540
-7% -$236K 1.79% 12
2023
Q3 		$3.05M Sell
66,590
-9,420
-12% -$452K 1.79% 12
2023
Q2 		$3.69M Sell
76,010
-1,150
-1% -$48.1K 2.19% 7
2023
Q1 		$3.08M Buy
77,160
+35,990
+87% +$1.42M 2.01% 7
2022
Q4 		$1.55M Sell
41,170
-3,900
-9% -$136K 0.91% 33
2022
Q3 		$1.36M Sell
45,070
-340
-0.7% -$11.8K 0.94% 30
2022
Q2 		$1.45M Sell
45,410
-44,710
-50% -$1.5M 0.95% 29
2022
Q1 		$3.3M Sell
90,120
-26,210
-23% -$980K 1.44% 13
2021
Q4 		$5M Sell
116,330
-100
-0.1% -$3.86K 2.28% 1
2021
Q3 		$3.9M Buy
116,430
+2,280
+2% +$76.1K 1.97% 7
2021
Q2 		$3.7M Buy
114,150
+3,110
+3% +$99.7K 1.88% 8
2021
Q1 		$3.67M Buy
111,040
+1,130
+1% +$34K 2.12% 5
2020
Q4 		$2.85M Buy
109,910
+2,830
+3% +$66K 1.7% 8
2020
Q3 		$2.08M Buy
+107,080
New +$2.12M 1.5% 15

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

Fortem Financial Group's KLAC Position: Q2 2026 in Review

Fortem Financial Group increased its KLA (KLAC) stake by 2.3% in Q2 2026, buying an estimated $296K and bringing the position to 67,049 shares worth $20.2M. The position accounts for 4.13% of the portfolio, ranked #1.

Fortem Financial Group first reported a position in KLAC in Q3 2020 and has held it in 24 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Fortem Financial Group held 67,049 shares of KLA worth $20.2M as of Q2 2026.
  • Fortem Financial Group bought 1,489 KLA shares in Q2 2026, an estimated $296K.
  • KLA made up 4.13% of Fortem Financial Group's portfolio in Q2 2026, its #1 holding.
  • Fortem Financial Group first reported a position in KLA in Q3 2020 and has held it in 24 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.