JWM
KLAC icon

Jackson Wealth Management’s KLA KLAC Stock Holding History

Jackson 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 		$5.99M Sell
19,840
-194,230
-91% -$38.6M 3.52% 5
2026
Q1 		$31.5M Sell
214,070
-6,700
-3% -$980K 3.24% 8
2025
Q4 		$26.8M Buy
220,770
+840
+0.4% +$98.5K 2.61% 8
2025
Q3 		$23.7M Buy
219,930
+1,750
+0.8% +$163K 2.37% 8
2025
Q2 		$19.5M Sell
218,180
-1,590
-0.7% -$120K 2.13% 10
2025
Q1 		$14.9M Sell
219,770
-2,140
-1% -$154K 1.81% 13
2024
Q4 		$14M Sell
221,910
-1,020
-0.5% -$68.9K 1.59% 15
2024
Q3 		$17.3M Buy
222,930
+95,430
+75% +$7.49M 2.06% 9
2024
Q2 		$10.5M Sell
127,500
-98,460
-44% -$7.27M 2.25% 7
2024
Q1 		$15.8M Buy
225,960
+5,530
+3% +$355K 1.97% 8
2023
Q4 		$12.8M Buy
220,430
+450
+0.2% +$23.4K 1.69% 11
2023
Q3 		$10.1M Buy
219,980
+1,070
+0.5% +$51.3K 1.44% 12
2023
Q2 		$10.6M Buy
+218,910
New +$9.15M 1.56% 14
2023
Q1 		– Sell
-177,870
Closed -$6.71M – 155
2022
Q4 		$6.71M Sell
177,870
-124,740
-41% -$4.35M 2.46% 6
2022
Q3 		$9.16M Buy
302,610
+178,740
+144% +$6.19M 1.8% 14
2022
Q2 		$3.95M Sell
123,870
-222,610
-64% -$7.49M 1.83% 14
2022
Q1 		$12.7M Sell
346,480
-106,800
-24% -$3.99M 1.76% 16
2021
Q4 		$19.5M Buy
453,280
+570
+0.1% +$22K 2.47% 9
2021
Q3 		$199K Sell
452,710
-238,910
-35% -$7.98M 2.41% 8
2021
Q2 		$22.4M Buy
691,620
+117,170
+20% +$3.75M 2.84% 10
2021
Q1 		$19M Buy
574,450
+210,210
+58% +$6.33M 2.85% 8
2020
Q4 		$9.43M Buy
364,240
+15,920
+5% +$371K 1.29% 16
2020
Q3 		$6.75M Buy
348,320
+130,010
+60% +$2.57M 1.01% 24
2020
Q2 		$4.25M Buy
218,310
+13,280
+6% +$227K 0.75% 32
2020
Q1 		$3.46M Buy
+205,030
New +$3.3M 0.72% 32

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 Wealth Management's KLAC Position: Q2 2026 in Review

Jackson Wealth Management reduced its KLA (KLAC) stake by 91% in Q2 2026, selling an estimated $38.6M and leaving 19,840 shares worth $5.99M. The position accounts for 3.52% of the portfolio, ranked #5.

Jackson Wealth Management first reported a position in KLAC in Q1 2020 and has held it in 25 quarters since. The position peaked at $31.5M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Jackson Wealth Management held 19,840 shares of KLA worth $5.99M as of Q2 2026.
  • Jackson Wealth Management sold 194,230 KLA shares in Q2 2026, an estimated $38.6M.
  • KLA made up 3.52% of Jackson Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Jackson Wealth Management first reported a position in KLA in Q1 2020 and has held it in 25 quarters since.
  • Jackson Wealth Management's KLA position peaked at $31.5M in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.