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Lodestone Wealth Management’s KLA KLAC Stock Holding History

Lodestone 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 		$169K Hold
560
– – 0.06% 196
2026
Q1 		$82.5K Sell
560
-40
-7% -$5.85K 0.03% 244
2025
Q4 		$72.9K Buy
+600
New +$70.4K 0.03% 248

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

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

Lodestone Wealth Management held its KLA (KLAC) position steady in Q2 2026 at 560 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #196.

Lodestone Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Lodestone Wealth Management held 560 shares of KLA worth $169K as of Q2 2026.
  • Lodestone Wealth Management left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Lodestone Wealth Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.