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Phillips Wealth Planners’s KLA KLAC Stock Holding History

Phillips Wealth Planners’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
Q1 		$375K Sell
2,030
-90
-4% -$13.2K 0.28% 120
2025
Q4 		$322K Sell
2,120
-930
-30% -$109K 0.26% 132
2025
Q3 		$348K Sell
3,050
-100
-3% -$9.33K 0.29% 118
2025
Q2 		$290K Buy
+3,150
New +$237K 0.26% 136
2025
Q1 		– Sell
-3,120
Closed -$213K – 187
2024
Q4 		$213K Sell
3,120
-90
-3% -$6.08K 0.21% 168
2024
Q3 		$219K Sell
3,210
-60
-2% -$4.71K 0.21% 175
2024
Q2 		$292K Sell
3,270
-210
-6% -$15.5K 0.31% 121
2024
Q1 		$241K Sell
3,480
-90
-3% -$5.78K 0.28% 143
2023
Q4 		$211K Buy
+3,570
New +$186K 0.25% 148

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Phillips Wealth Planners's KLAC Position: Q1 2026 in Review

Phillips Wealth Planners reduced its KLA (KLAC) stake by 4.2% in Q1 2026, selling an estimated $13.2K and leaving 2,030 shares worth $375K. The position accounts for 0.28% of the portfolio, ranked #120.

Phillips Wealth Planners first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Phillips Wealth Planners held 2,030 shares of KLA worth $375K as of Q1 2026.
  • Phillips Wealth Planners sold 90 KLA shares in Q1 2026, an estimated $13.2K.
  • KLA made up 0.28% of Phillips Wealth Planners's portfolio in Q1 2026, its #120 holding.
  • Phillips Wealth Planners first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.