M3 Advisory Group’s KLA KLAC Stock Holding History

M3 Advisory 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	$342K	Sell	1,135 -285	-20%	-$56.6K	0.18%	97
2026 Q1	$209K	Buy	+1,420	New	+$208K	0.13%	142

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

M3 Advisory Group's KLAC Position: Q2 2026 in Review

M3 Advisory Group reduced its KLA (KLAC) stake by 20% in Q2 2026, selling an estimated $56.6K and leaving 1,135 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #97.

M3 Advisory Group first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

M3 Advisory Group held 1,135 shares of KLA worth $342K as of Q2 2026.
M3 Advisory Group sold 285 KLA shares in Q2 2026, an estimated $56.6K.
KLA made up 0.18% of M3 Advisory Group's portfolio in Q2 2026, its #97 holding.
M3 Advisory Group first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.