LFG
KLAC icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return