Legacy Capital Wealth Partners’s KLA KLAC Stock Holding History

Legacy Capital Wealth Partners’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	$2.69M	Buy	8,900 +600	+7%	+$119K	0.52%	34
2026 Q1	$1.22M	Buy	8,300 +1,120	+16%	+$164K	0.25%	86
2025 Q4	$873K	Buy	7,180 +970	+16%	+$114K	0.19%	114
2025 Q3	$669K	Buy	6,210 +620	+11%	+$57.8K	0.15%	153
2025 Q2	$500K	Buy	5,590 +310	+6%	+$23.3K	0.11%	198
2025 Q1	$359K	Buy	5,280 +170	+3%	+$12.2K	0.09%	251
2024 Q4	$322K	Buy	5,110 +1,800	+54%	+$122K	0.08%	260
2024 Q3	$257K	Sell	3,310 -1,490	-31%	-$117K	0.05%	299
2024 Q2	$396K	Buy	+4,800	New	+$355K	0.1%	200
2024 Q1	–	Sell	-3,840	Closed	-$223K	–	236
2023 Q4	$223K	Buy	+3,840	New	+$200K	0.06%	262

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 $3.38T AUM 44.17% 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

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

Legacy Capital Wealth Partners increased its KLA (KLAC) stake by 7.2% in Q2 2026, buying an estimated $119K and bringing the position to 8,900 shares worth $2.69M. The position accounts for 0.52% of the portfolio, ranked #34.

Legacy Capital Wealth Partners first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Legacy Capital Wealth Partners held 8,900 shares of KLA worth $2.69M as of Q2 2026.
Legacy Capital Wealth Partners bought 600 KLA shares in Q2 2026, an estimated $119K.
KLA made up 0.52% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #34 holding.
Legacy Capital Wealth Partners first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.