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IMG Wealth Management’s KLA KLAC Stock Holding History

IMG 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
Q2 		$166K Buy
550
+220
+67% +$43.7K 0.09% 123
2026
Q1 		$48.6K Buy
330
+140
+74% +$20.5K 0.03% 175
2025
Q4 		$23.1K Buy
190
+20
+12% +$2.35K 0.01% 226
2025
Q3 		$18.3K Hold
170
– – 0.01% 211
2025
Q2 		$15.2K Buy
+170
New +$12.8K 0.01% 221

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

IMG Wealth Management's KLAC Position: Q2 2026 in Review

IMG Wealth Management increased its KLA (KLAC) stake by 67% in Q2 2026, buying an estimated $43.7K and bringing the position to 550 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #123.

IMG Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • IMG Wealth Management held 550 shares of KLA worth $166K as of Q2 2026.
  • IMG Wealth Management bought 220 KLA shares in Q2 2026, an estimated $43.7K.
  • KLA made up 0.09% of IMG Wealth Management's portfolio in Q2 2026, its #123 holding.
  • IMG Wealth Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.