LAM
KLAC icon

Lifestyle Asset Management’s KLA KLAC Stock Holding History

Lifestyle Asset 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 		$1.46M Sell
4,848
-212
-4% -$42.1K 0.39% 57
2026
Q1 		$745K Sell
5,060
-1,000
-17% -$146K 0.24% 61
2025
Q4 		$736K Sell
6,060
-1,830
-23% -$215K 0.24% 70
2025
Q3 		$851K Sell
7,890
-160
-2% -$14.9K 0.29% 68
2025
Q2 		$721K Buy
8,050
+230
+3% +$17.3K 0.34% 65
2025
Q1 		$532K Buy
7,820
+3,960
+103% +$285K 0.29% 55
2024
Q4 		$243K Buy
3,860
+310
+9% +$21K 0.13% 90
2024
Q3 		$275K Buy
3,550
+270
+8% +$21.2K 0.15% 83
2024
Q2 		$270K Buy
3,280
+250
+8% +$18.5K 0.16% 81
2024
Q1 		$212K Buy
+3,030
New +$195K 0.13% 96

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

Lifestyle Asset Management's KLAC Position: Q2 2026 in Review

Lifestyle Asset Management reduced its KLA (KLAC) stake by 4.2% in Q2 2026, selling an estimated $42.1K and leaving 4,848 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #57.

Lifestyle Asset Management first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Lifestyle Asset Management held 4,848 shares of KLA worth $1.46M as of Q2 2026.
  • Lifestyle Asset Management sold 212 KLA shares in Q2 2026, an estimated $42.1K.
  • KLA made up 0.39% of Lifestyle Asset Management's portfolio in Q2 2026, its #57 holding.
  • Lifestyle Asset Management first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.