IMA Advisory Services’s KLA KLAC Stock Holding History

IMA Advisory Services’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	$156K	Buy	517 +507	+5,070%	+$101K	0.01%	359
2026 Q1	$1.47K	Hold	10	–	–	﹤0.01%	714
2025 Q4	$1.22K	Hold	10	–	–	﹤0.01%	751
2025 Q3	$1.08K	Hold	10	–	–	﹤0.01%	362
2025 Q2	$896	Buy	+10	New	+$752	﹤0.01%	356
2019 Q1	–	Sell	-390	Closed	-$3K	–	309
2018 Q4	$3K	Hold	390	–	–	﹤0.01%	278
2018 Q3	$4K	Sell	390 -60	-13%	-$656	﹤0.01%	266
2018 Q2	$5K	Buy	+450	New	+$4.89K	﹤0.01%	314
2016 Q1	–	Sell	-60,850	Closed	-$418K	–	119
2015 Q4	$418K	Sell	60,850 -6,800	-10%	-$43.5K	0.25%	83
2015 Q3	$335K	Buy	67,650 +4,800	+8%	+$24.7K	0.21%	89
2015 Q2	$353K	Sell	62,850 -8,300	-12%	-$48.5K	0.17%	106
2015 Q1	$415K	Sell	71,150 -8,400	-11%	-$53.8K	0.2%	98
2014 Q4	$559K	Sell	79,550 -54,350	-41%	-$401K	0.29%	80
2014 Q3	$1.05M	Buy	133,900 +8,950	+7%	+$67.5K	0.5%	59
2014 Q2	$908K	Sell	124,950 -22,400	-15%	-$149K	0.42%	70
2014 Q1	$1.02M	Buy	147,350 +3,500	+2%	+$22.6K	0.48%	65
2013 Q4	$927K	Sell	143,850 -37,300	-21%	-$235K	0.44%	71
2013 Q3	$1.1M	Buy	181,150 +18,900	+12%	+$111K	0.54%	58
2013 Q2	$904K	Buy	+162,250	New	+$886K	0.49%	68

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 $3.38T AUM 44.17% 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

IMA Advisory Services's KLAC Position: Q2 2026 in Review

IMA Advisory Services increased its KLA (KLAC) stake by 5,070% in Q2 2026, buying an estimated $101K and bringing the position to 517 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #359.

IMA Advisory Services first reported a position in KLAC in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2013. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

IMA Advisory Services held 517 shares of KLA worth $156K as of Q2 2026.
IMA Advisory Services bought 507 KLA shares in Q2 2026, an estimated $101K.
KLA made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #359 holding.
IMA Advisory Services first reported a position in KLA in Q2 2013 and has held it in 19 quarters since.
IMA Advisory Services's KLA position peaked at $1.1M in Q3 2013.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.