Laurel Wealth Advisors (North Carolina)’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
$256K Buy
+850
New +$169K 0.02% 188
2026
Q1
Sell
-1,000
Closed -$122K 435
2025
Q4
$122K Buy
+1,000
New +$117K 0.02% 231
2025
Q2
Sell
-1,300
Closed -$88.4K 452
2025
Q1
$88.4K Hold
1,300
0.01% 251
2024
Q4
$81.9K Hold
1,300
0.01% 257
2024
Q3
$101K Buy
1,300
+890
+217% +$69.8K 0.02% 235
2024
Q2
$33.8K Hold
410
0.01% 323
2024
Q1
$28.6K Buy
+410
New +$26.3K ﹤0.01% 350

Other funds holding KLAC

Laurel Wealth Advisors (North Carolina)'s KLAC Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) opened a new position in KLA (KLAC) in Q2 2026: 850 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Laurel Wealth Advisors (North Carolina) previously reported a position in KLAC as recently as Q4 2025.

Laurel Wealth Advisors (North Carolina) first reported a position in KLAC in Q1 2024 and has held it in 7 quarters since. 688 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 850 shares of KLA worth $256K as of Q2 2026.
  • KLA was a new Laurel Wealth Advisors (North Carolina) position in Q2 2026.
  • KLA made up 0.02% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #188 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in KLA in Q1 2024 and has held it in 7 quarters since.
  • 688 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.