PWPS
KLAC icon

Pinnacle Wealth Planning Services’s KLA KLAC Stock Holding History

Pinnacle Wealth Planning Services’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 		$934K Buy
6,340
+330
+5% +$48.3K 0.1% 114
2025
Q4 		$730K Buy
6,010
+780
+15% +$91.5K 0.08% 135
2025
Q3 		$564K Sell
5,230
-30
-0.6% -$2.8K 0.07% 185
2025
Q2 		$471K Sell
5,260
-340
-6% -$25.6K 0.06% 205
2025
Q1 		$381K Buy
5,600
+240
+4% +$17.3K 0.06% 214
2024
Q4 		$338K Sell
5,360
-1,840
-26% -$124K 0.05% 227
2024
Q3 		$558K Sell
7,200
-20
-0.3% -$1.57K 0.08% 172
2024
Q2 		$595K Sell
7,220
-30
-0.4% -$2.22K 0.09% 153
2024
Q1 		$506K Sell
7,250
-190
-3% -$12.2K 0.07% 189
2023
Q4 		$432K Sell
7,440
-40
-0.5% -$2.08K 0.07% 194
2023
Q3 		$343K Sell
7,480
-10
-0.1% -$480 0.06% 224
2023
Q2 		$363K Hold
7,490
– – 0.06% 225
2023
Q1 		$299K Sell
7,490
-60
-0.8% -$2.37K 0.05% 271
2022
Q4 		$285K Sell
7,550
-2,670
-26% -$93.1K 0.05% 274
2022
Q3 		$310K Sell
10,220
-230
-2% -$7.97K 0.06% 230
2022
Q2 		$333K Buy
10,450
+4,900
+88% +$165K 0.06% 224
2022
Q1 		$203K Buy
5,550
+20
+0.4% +$748 0.04% 373
2021
Q4 		$238K Buy
+5,530
New +$213K 0.05% 316
2021
Q1 		– Sell
-4,070
Closed -$106K – 1188
2020
Q4 		$106K Buy
+4,070
New +$94.9K 0.03% 448

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

Pinnacle Wealth Planning Services's KLAC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its KLA (KLAC) stake by 5.5% in Q1 2026, buying an estimated $48.3K and bringing the position to 6,340 shares worth $934K. The position accounts for 0.1% of the portfolio, ranked #114.

Pinnacle Wealth Planning Services first reported a position in KLAC in Q4 2020 and has held it in 19 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,340 shares of KLA worth $934K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 330 KLA shares in Q1 2026, an estimated $48.3K.
  • KLA made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #114 holding.
  • Pinnacle Wealth Planning Services first reported a position in KLA in Q4 2020 and has held it in 19 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.