Lockerman Financial Group’s KLA KLAC Stock Holding History

Lockerman Financial Group’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	$241K	Buy	+798	New	+$158K	0.37%	81
2025 Q4	–	Sell	-4,090	Closed	-$441K	–	106
2025 Q3	$441K	Sell	4,090 -280	-6%	-$26.1K	0.56%	48
2025 Q2	$391K	Sell	4,370 -10	-0.2%	-$752	0.53%	57
2025 Q1	$298K	Buy	4,380 +160	+4%	+$11.5K	0.45%	76
2024 Q4	$266K	Sell	4,220 -200	-5%	-$13.5K	0.45%	79
2024 Q3	$342K	Buy	4,420 +80	+2%	+$6.28K	0.58%	55
2024 Q2	$358K	Buy	4,340 +700	+19%	+$51.7K	0.65%	48
2024 Q1	$254K	Buy	+3,640	New	+$234K	0.49%	78

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

Lockerman Financial Group's KLAC Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in KLA (KLAC) in Q2 2026: 798 shares worth $241K. The stake represents 0.37% of the portfolio and ranks #81 among its holdings. This is a return to the name: Lockerman Financial Group previously reported a position in KLAC as recently as Q3 2025.

Lockerman Financial Group first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $441K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Lockerman Financial Group held 798 shares of KLA worth $241K as of Q2 2026.
KLA was a new Lockerman Financial Group position in Q2 2026.
KLA made up 0.37% of Lockerman Financial Group's portfolio in Q2 2026, its #81 holding.
Lockerman Financial Group first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
Lockerman Financial Group's KLA position peaked at $441K in Q3 2025.
2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.