LJI Wealth Management’s KLA KLAC Stock Holding History

LJI 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	$1.51M	Buy	5,021 +1,351	+37%	+$268K	0.21%	51
2026 Q1	$540K	Sell	3,670 -1,340	-27%	-$196K	0.09%	96
2025 Q4	$609K	Buy	5,010 +1,350	+37%	+$158K	0.09%	89
2025 Q3	$395K	Sell	3,660 -1,330	-27%	-$124K	0.07%	111
2025 Q2	$447K	Hold	4,990	–	–	0.08%	105
2025 Q1	$339K	Hold	4,990	–	–	0.07%	122
2024 Q4	$314K	Hold	4,990	–	–	0.06%	129
2024 Q3	$386K	Hold	4,990	–	–	0.08%	131
2024 Q2	$411K	Hold	4,990	–	–	0.09%	114
2024 Q1	$349K	Hold	4,990	–	–	0.09%	108
2023 Q4	$290K	Sell	4,990 -40	-0.8%	-$2.08K	0.08%	133
2023 Q3	$231K	Buy	5,030 +40	+0.8%	+$1.92K	0.07%	146
2023 Q2	$242K	Buy	+4,990	New	+$208K	0.07%	139

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 $3.37T AUM 44.26% 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

LJI Wealth Management's KLAC Position: Q2 2026 in Review

LJI Wealth Management increased its KLA (KLAC) stake by 37% in Q2 2026, buying an estimated $268K and bringing the position to 5,021 shares worth $1.51M. The position accounts for 0.21% of the portfolio, ranked #51.

LJI Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

LJI Wealth Management held 5,021 shares of KLA worth $1.51M as of Q2 2026.
LJI Wealth Management bought 1,351 KLA shares in Q2 2026, an estimated $268K.
KLA made up 0.21% of LJI Wealth Management's portfolio in Q2 2026, its #51 holding.
LJI Wealth Management first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.