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FSM Wealth Advisors’s KLA KLAC Stock Holding History

FSM Wealth Advisors’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 		$2.18M Buy
7,230
+130
+2% +$25.8K 0.23% 58
2026
Q1 		$1.05M Buy
7,100
+330
+5% +$48.3K 0.13% 92
2025
Q4 		$823K Buy
6,770
+3,910
+137% +$459K 0.11% 105
2025
Q3 		$309K Buy
2,860
+450
+19% +$42K 0.04% 240
2025
Q2 		$220K Sell
2,410
-2,090
-46% -$157K 0.04% 261
2025
Q1 		$306K Buy
4,500
+790
+21% +$56.9K 0.07% 153
2024
Q4 		$277K Buy
3,710
+430
+13% +$29.1K 0.07% 141
2024
Q3 		$254K Buy
3,280
+380
+13% +$29.8K 0.07% 146
2024
Q2 		$239K Sell
2,900
-20
-0.7% -$1.48K 0.08% 134
2024
Q1 		$204K Buy
+2,920
New +$188K 0.07% 159

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

FSM Wealth Advisors's KLAC Position: Q2 2026 in Review

FSM Wealth Advisors increased its KLA (KLAC) stake by 1.8% in Q2 2026, buying an estimated $25.8K and bringing the position to 7,230 shares worth $2.18M. The position accounts for 0.23% of the portfolio, ranked #58.

FSM Wealth Advisors first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • FSM Wealth Advisors held 7,230 shares of KLA worth $2.18M as of Q2 2026.
  • FSM Wealth Advisors bought 130 KLA shares in Q2 2026, an estimated $25.8K.
  • KLA made up 0.23% of FSM Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • FSM Wealth Advisors first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.