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Greenwich Wealth Management’s KLA KLAC Stock Holding History

Greenwich 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
Q1 		$491K Sell
3,330
-220
-6% -$32.2K 0.02% 201
2025
Q4 		$431K Sell
3,550
-530
-13% -$62.2K 0.02% 203
2025
Q3 		$440K Buy
4,080
+160
+4% +$14.9K 0.02% 203
2025
Q2 		$351K Buy
3,920
+70
+2% +$5.27K 0.02% 200
2025
Q1 		$262K Sell
3,850
-1,230
-24% -$88.6K 0.02% 207
2024
Q4 		$320K Sell
5,080
-8,700
-63% -$588K 0.02% 196
2024
Q3 		$1.07M Buy
13,780
+9,960
+261% +$781K 0.07% 116
2024
Q2 		$315K Sell
3,820
-23,100
-86% -$1.71M 0.02% 189
2024
Q1 		$1.88M Buy
26,920
+22,530
+513% +$1.45M 0.15% 79
2023
Q4 		$255K Sell
4,390
-3,160
-42% -$164K 0.03% 194
2023
Q3 		$346K Buy
7,550
+2,800
+59% +$134K 0.04% 171
2023
Q2 		$230K Buy
+4,750
New +$198K 0.02% 198
2022
Q3 		– Sell
-7,030
Closed -$224K – 241
2022
Q2 		$224K Buy
7,030
+540
+8% +$18.2K 0.03% 209
2022
Q1 		$238K Sell
6,490
-310
-5% -$11.6K 0.02% 204
2021
Q4 		$292K Sell
6,800
-5,380
-44% -$208K 0.02% 195
2021
Q3 		$407K Buy
+12,180
New +$407K 0.03% 174
2014
Q4 		– Sell
-57,000
Closed -$449K – 173
2014
Q3 		$449K Hold
57,000
– – 0.03% 140
2014
Q2 		$414K Sell
57,000
-13,000
-19% -$86.3K 0.03% 132
2014
Q1 		$484K Buy
70,000
+2,250
+3% +$14.6K 0.03% 119
2013
Q4 		$437K Sell
67,750
-36,000
-35% -$227K 0.04% 124
2013
Q3 		$631K Sell
103,750
-3,750
-3% -$22K 0.05% 105
2013
Q2 		$599K Buy
+107,500
New +$587K 0.04% 103

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenwich Wealth Management's KLAC Position: Q1 2026 in Review

Greenwich Wealth Management reduced its KLA (KLAC) stake by 6.2% in Q1 2026, selling an estimated $32.2K and leaving 3,330 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #201.

Greenwich Wealth Management first reported a position in KLAC in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.88M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Greenwich Wealth Management held 3,330 shares of KLA worth $491K as of Q1 2026.
  • Greenwich Wealth Management sold 220 KLA shares in Q1 2026, an estimated $32.2K.
  • KLA made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Greenwich Wealth Management first reported a position in KLA in Q2 2013 and has held it in 22 quarters since.
  • Greenwich Wealth Management's KLA position peaked at $1.88M in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.