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Meridian Wealth Management’s KLA KLAC Stock Holding History

Meridian 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 		$9.35M Sell
30,990
-63,570
-67% -$12.6M 0.29% 71
2026
Q1 		$13.9M Sell
94,560
-1,220
-1% -$178K 0.49% 43
2025
Q4 		$11.6M Buy
95,780
+6,460
+7% +$758K 0.41% 53
2025
Q3 		$9.63M Buy
89,320
+430
+0.5% +$40.1K 0.37% 53
2025
Q2 		$7.96M Sell
88,890
-2,440
-3% -$184K 0.34% 61
2025
Q1 		$6.21M Sell
91,330
-810
-0.9% -$58.3K 0.3% 78
2024
Q4 		$5.81M Buy
92,140
+530
+0.6% +$35.8K 0.27% 79
2024
Q3 		$7.09M Buy
+91,610
New +$7.19M 0.35% 62
2024
Q2 		– Sell
-21,080
Closed -$1.47M – 436
2024
Q1 		$1.47M Buy
21,080
+570
+3% +$36.6K 0.25% 66
2023
Q4 		$1.19M Sell
20,510
-20,310
-50% -$1.06M 0.08% 232
2023
Q3 		$1.87M Buy
40,820
+20,270
+99% +$972K 0.11% 163
2023
Q2 		$997K Sell
20,550
-10,550
-34% -$441K 0.08% 199
2023
Q1 		$1.24M Sell
31,100
-520
-2% -$20.5K 0.11% 175
2022
Q4 		$1.19M Buy
31,620
+23,330
+281% +$813K 0.12% 169
2022
Q3 		$251K Buy
8,290
+10
+0.1% +$346 0.03% 406
2022
Q2 		$264K Hold
8,280
– – 0.02% 458
2022
Q1 		$303K Sell
8,280
-270
-3% -$10.1K 0.03% 312
2021
Q4 		$368K Buy
+8,550
New +$330K 0.04% 283
2020
Q1 		– Sell
-23,000
Closed -$409K – 231
2019
Q4 		$409K Buy
23,000
+1,990
+9% +$33.4K 0.2% 109
2019
Q3 		$335K Buy
+21,010
New +$294K 0.16% 133

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

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

Meridian Wealth Management reduced its KLA (KLAC) stake by 67% in Q2 2026, selling an estimated $12.6M and leaving 30,990 shares worth $9.35M. The position accounts for 0.29% of the portfolio, ranked #71.

Meridian Wealth Management first reported a position in KLAC in Q3 2019 and has held it in 20 quarters since. The position peaked at $13.9M in Q1 2026. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Meridian Wealth Management held 30,990 shares of KLA worth $9.35M as of Q2 2026.
  • Meridian Wealth Management sold 63,570 KLA shares in Q2 2026, an estimated $12.6M.
  • KLA made up 0.29% of Meridian Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Meridian Wealth Management first reported a position in KLA in Q3 2019 and has held it in 20 quarters since.
  • Meridian Wealth Management's KLA position peaked at $13.9M in Q1 2026.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.