PWM
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Palumbo Wealth Management’s KLA KLAC Stock Holding History

Palumbo 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 		$268K Buy
+888
New +$176K 0.06% 201
2024
Q4 		– Sell
-5,130
Closed -$397K – 179
2024
Q3 		$397K Buy
+5,130
New +$403K 0.15% 100

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

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

Palumbo Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 888 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #201 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in KLAC as recently as Q3 2024.

Palumbo Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 2 quarters since. The position peaked at $397K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Palumbo Wealth Management held 888 shares of KLA worth $268K as of Q2 2026.
  • KLA was a new Palumbo Wealth Management position in Q2 2026.
  • KLA made up 0.06% of Palumbo Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Palumbo Wealth Management first reported a position in KLA in Q3 2024 and has held it in 2 quarters since.
  • Palumbo Wealth Management's KLA position peaked at $397K in Q3 2024.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.