Fulcrum Asset Management’s KLA KLAC Stock Holding History

Fulcrum Asset 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	$2.61M	Buy	9,359 +2,179	+30%	+$433K	0.26%	99
2026 Q1	$993K	Buy	7,180 +70	+1%	+$10.2K	0.15%	105
2025 Q4	$884K	Sell	7,110 -940	-12%	-$110K	0.25%	75
2025 Q3	$868K	Sell	8,050 -220	-3%	-$20.5K	0.24%	76
2025 Q2	$741K	Buy	+8,270	New	+$622K	0.21%	83
2022 Q1	–	Hold	0	–	–	–	111
2020 Q4	–	Hold	0	–	–	–	104
2020 Q3	–	Sell	-48,450	Closed	-$1.01M	–	159
2020 Q2	$1.01M	Buy	+48,450	New	+$828K	0.34%	105

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

Fulcrum Asset Management's KLAC Position: Q2 2026 in Review

Fulcrum Asset Management increased its KLA (KLAC) stake by 30% in Q2 2026, buying an estimated $433K and bringing the position to 9,359 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #99.

Fulcrum Asset Management first reported a position in KLAC in Q2 2020 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Fulcrum Asset Management held 9,359 shares of KLA worth $2.61M as of Q2 2026.
Fulcrum Asset Management bought 2,179 KLA shares in Q2 2026, an estimated $433K.
KLA made up 0.26% of Fulcrum Asset Management's portfolio in Q2 2026, its #99 holding.
Fulcrum Asset Management first reported a position in KLA in Q2 2020 and has held it in 6 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.