Institute for Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.01M | Buy |
23,230
+150
| +0.6% | +$29.8K | 0.62% | 34 |
|
|
2026
Q1 | $3.4M | Sell |
23,080
-660
| -3% | -$96.6K | 0.36% | 57 |
|
|
2025
Q4 | $2.88M | Sell |
23,740
-60
| -0.3% | -$7.04K | 0.31% | 68 |
|
|
2025
Q3 | $2.57M | Hold |
23,800
| – | – | 0.27% | 76 |
|
|
2025
Q2 | $2.13M | Hold |
23,800
| – | – | 0.24% | 91 |
|
|
2025
Q1 | $1.62M | Hold |
23,800
| – | – | 0.21% | 111 |
|
|
2024
Q4 | $1.5M | Hold |
23,800
| – | – | 0.19% | 110 |
|
|
2024
Q3 | $1.84M | Sell |
23,800
-200
| -0.8% | -$15.7K | 0.23% | 96 |
|
|
2024
Q2 | $1.98M | Sell |
24,000
-280
| -1% | -$20.7K | 0.27% | 80 |
|
|
2024
Q1 | $1.7M | Hold |
24,280
| – | – | 0.22% | 98 |
|
|
2023
Q4 | $1.41M | Sell |
24,280
-530
| -2% | -$27.6K | 0.23% | 107 |
|
|
2023
Q3 | $1.14M | Hold |
24,810
| – | – | 0.21% | 124 |
|
|
2023
Q2 | $1.2M | Sell |
24,810
-140
| -0.6% | -$5.85K | 0.2% | 122 |
|
|
2023
Q1 | $996K | Sell |
24,950
-350
| -1% | -$13.8K | 0.19% | 140 |
|
|
2022
Q4 | $954K | Sell |
25,300
-3,260
| -11% | -$114K | 0.2% | 143 |
|
|
2022
Q3 | $864K | Hold |
28,560
| – | – | 0.19% | 141 |
|
|
2022
Q2 | $911K | Hold |
28,560
| – | – | 0.18% | 150 |
|
|
2022
Q1 | $1.04M | Hold |
28,560
| – | – | 0.17% | 153 |
|
|
2021
Q4 | $1.23M | Buy |
28,560
+13,690
| +92% | +$528K | 0.2% | 131 |
|
|
2021
Q3 | $497K | Hold |
14,870
| – | – | 0.09% | 279 |
|
|
2021
Q2 | $482K | Hold |
14,870
| – | – | 0.08% | 278 |
|
|
2021
Q1 | $491K | Sell |
14,870
-1,500
| -9% | -$45.2K | 0.09% | 269 |
|
|
2020
Q4 | $424K | Hold |
16,370
| – | – | 0.08% | 285 |
|
|
2020
Q3 | $317K | Buy |
16,370
+130
| +0.8% | +$2.57K | 0.07% | 307 |
|
|
2020
Q2 | $316K | Hold |
16,240
| – | – | 0.08% | 314 |
|
|
2020
Q1 | $233K | Sell |
16,240
-1,530
| -9% | -$24.6K | 0.07% | 337 |
|
|
2019
Q4 | $317K | Buy |
17,770
+160
| +0.9% | +$2.68K | 0.07% | 334 |
|
|
2019
Q3 | $281K | Buy |
+17,610
| New | +$246K | 0.07% | 335 |
|
|
2019
Q2 | – | Sell |
-18,990
| Closed | -$227K | – | 486 |
|
|
2019
Q1 | $227K | Buy |
+18,990
| New | +$204K | 0.05% | 391 |
|
|
2018
Q1 | – | Sell |
-18,990
| Closed | -$200K | – | 335 |
|
|
2017
Q4 | $200K | Buy |
+18,990
| New | +$200K | 0.05% | 363 |
|
Other funds holding KLAC
Institute for Wealth Management's KLAC Position: Q2 2026 in Review
Institute for Wealth Management increased its KLA (KLAC) stake by 0.65% in Q2 2026, buying an estimated $29.8K and bringing the position to 23,230 shares worth $7.01M. The position accounts for 0.62% of the portfolio, ranked #34.
Institute for Wealth Management first reported a position in KLAC in Q4 2017 and has held it in 30 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Institute for Wealth Management held 23,230 shares of KLA worth $7.01M as of Q2 2026.
- Institute for Wealth Management bought 150 KLA shares in Q2 2026, an estimated $29.8K.
- KLA made up 0.62% of Institute for Wealth Management's portfolio in Q2 2026, its #34 holding.
- Institute for Wealth Management first reported a position in KLA in Q4 2017 and has held it in 30 quarters since.
- 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.