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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
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

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State Street
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Invesco
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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return