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Jackson Thornton Wealth Management’s KLA KLAC Stock Holding History

Jackson Thornton 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 		$558K Buy
+1,850
New +$367K 0.04% 137
2026
Q1 		– Sell
-1,600
Closed -$223K – 317
2025
Q4 		$223K Buy
+1,600
New +$188K 0.02% 277

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

Jackson Thornton Wealth Management's KLAC Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 1,850 shares worth $558K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in KLAC as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,850 shares of KLA worth $558K as of Q2 2026.
  • KLA was a new Jackson Thornton Wealth Management position in Q2 2026.
  • KLA made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Jackson Thornton Wealth Management first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.