Forum Financial Management’s KLA KLAC Stock Holding History

Forum 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	$462K	Hold	1,530	–	–	0.01%	219
2026 Q1	$225K	Sell	1,530 -7,270	-83%	-$1.06M	﹤0.01%	294
2025 Q4	$1.07M	Buy	8,800 +80	+0.9%	+$9.38K	0.01%	236
2025 Q3	$941K	Buy	8,720 +10	+0.1%	+$933	0.01%	254
2025 Q2	$780K	Buy	8,710 +1,410	+19%	+$106K	0.01%	266
2025 Q1	$496K	Buy	7,300 +10	+0.1%	+$720	0.01%	377
2024 Q4	$459K	Sell	7,290 -10	-0.1%	-$676	0.01%	410
2024 Q3	$565K	Hold	7,300	–	–	0.01%	297
2024 Q2	$602K	Buy	7,300 +50	+0.7%	+$3.69K	0.01%	258
2024 Q1	$506K	Hold	7,250	–	–	0.01%	323
2023 Q4	$421K	Hold	7,250	–	–	0.01%	346
2023 Q3	$333K	Hold	7,250	–	–	0.01%	395
2023 Q2	$352K	Buy	7,250 +60	+0.8%	+$2.51K	0.01%	389
2023 Q1	$287K	Sell	7,190 -10	-0.1%	-$394	0.01%	415
2022 Q4	$271K	Buy	7,200 +10	+0.1%	+$349	0.01%	424
2022 Q3	$218K	Hold	7,190	–	–	0.01%	470
2022 Q2	$229K	Hold	7,190	–	–	0.01%	458
2022 Q1	$263K	Hold	7,190	–	–	0.01%	459
2021 Q4	$309K	Buy	+7,190	New	+$277K	0.02%	405

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

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

Forum Financial Management held its KLA (KLAC) position steady in Q2 2026 at 1,530 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #219.

Forum Financial Management first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Forum Financial Management held 1,530 shares of KLA worth $462K as of Q2 2026.
Forum Financial Management left its KLA share count unchanged in Q2 2026.
KLA made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #219 holding.
Forum Financial Management first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's KLA position peaked at $1.07M in Q4 2025.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.