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Legacy Capital Wealth Management’s KLA KLAC Stock Holding History

Legacy Capital 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 		$6.08M Sell
20,148
-3,572
-15% -$709K 2.79% 8
2026
Q1 		$3.49M Sell
23,720
-4,020
-14% -$588K 2.01% 17
2025
Q4 		$3.37M Buy
+27,740
New +$3.25M 2.04% 16
2024
Q4 		$1.15M Buy
+18,240
New +$1.23M 1.14% 33

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

Legacy Capital Wealth Management's KLAC Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its KLA (KLAC) stake by 15% in Q2 2026, selling an estimated $709K and leaving 20,148 shares worth $6.08M. The position accounts for 2.79% of the portfolio, ranked #8.

Legacy Capital Wealth Management first reported a position in KLAC in Q4 2024 and has held it in 4 quarters since. 2,479 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Legacy Capital Wealth Management held 20,148 shares of KLA worth $6.08M as of Q2 2026.
  • Legacy Capital Wealth Management sold 3,572 KLA shares in Q2 2026, an estimated $709K.
  • KLA made up 2.79% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Legacy Capital Wealth Management first reported a position in KLA in Q4 2024 and has held it in 4 quarters since.
  • 2,479 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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