MW
KLAC icon

Marcum Wealth’s KLA KLAC Stock Holding History

Marcum Wealth’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
2025
Q1 		$260K Buy
3,820
+230
+6% +$16.6K 0.02% 314
2024
Q4 		$226K Sell
3,590
-250
-7% -$16.9K 0.02% 337
2024
Q3 		$297K Buy
3,840
+150
+4% +$11.8K 0.03% 288
2024
Q2 		$304K Buy
3,690
+80
+2% +$5.91K 0.03% 271
2024
Q1 		$252K Buy
+3,610
New +$232K 0.03% 302

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marcum Wealth's KLAC Position: Q1 2025 in Review

Marcum Wealth increased its KLA (KLAC) stake by 6.4% in Q1 2025, buying an estimated $16.6K and bringing the position to 3,820 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #314.

Marcum Wealth first reported a position in KLAC in Q1 2024 and has held it in 5 quarters since. The position peaked at $304K in Q2 2024. 1,563 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Marcum Wealth held 3,820 shares of KLA worth $260K as of Q1 2025.
  • Marcum Wealth bought 230 KLA shares in Q1 2025, an estimated $16.6K.
  • KLA made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #314 holding.
  • Marcum Wealth first reported a position in KLA in Q1 2024 and has held it in 5 quarters since.
  • Marcum Wealth's KLA position peaked at $304K in Q2 2024.
  • 1,563 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.