Lakeshore Financial Planning’s KLA KLAC Stock Holding History

Lakeshore Financial Planning’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	$456K	Hold	1,510	–	–	0.15%	46
2026 Q1	$222K	Buy	+1,510	New	+$221K	0.08%	76

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 $3.37T AUM 44.26% 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

Lakeshore Financial Planning's KLAC Position: Q2 2026 in Review

Lakeshore Financial Planning held its KLA (KLAC) position steady in Q2 2026 at 1,510 shares worth $456K. The position accounts for 0.15% of the portfolio, ranked #46.

Lakeshore Financial Planning first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Lakeshore Financial Planning held 1,510 shares of KLA worth $456K as of Q2 2026.
Lakeshore Financial Planning left its KLA share count unchanged in Q2 2026.
KLA made up 0.15% of Lakeshore Financial Planning's portfolio in Q2 2026, its #46 holding.
Lakeshore Financial Planning first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.