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SFMG Wealth Advisors’s KLA KLAC Stock Holding History

SFMG Wealth Advisors’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 		$2.14M Hold
14,510
– – 0.14% 72
2025
Q4 		$1.76M Buy
14,510
+1,640
+13% +$192K 0.12% 79
2025
Q3 		$1.39M Buy
12,870
+1,470
+13% +$137K 0.1% 88
2025
Q2 		$1.02M Sell
11,400
-30
-0.3% -$2.26K 0.08% 101
2025
Q1 		$777K Buy
11,430
+50
+0.4% +$3.6K 0.06% 115
2024
Q4 		$717K Buy
11,380
+80
+0.7% +$5.41K 0.06% 118
2024
Q3 		$875K Buy
11,300
+10
+0.1% +$785 0.07% 104
2024
Q2 		$931K Buy
11,290
+10
+0.1% +$739 0.08% 94
2024
Q1 		$788K Buy
11,280
+60
+0.5% +$3.85K 0.07% 104
2023
Q4 		$653K Buy
11,220
+10
+0.1% +$520 0.06% 110
2023
Q3 		$514K Buy
11,210
+20
+0.2% +$959 0.05% 125
2023
Q2 		$543K Sell
11,190
-350
-3% -$14.6K 0.06% 116
2023
Q1 		$461K Buy
11,540
+480
+4% +$18.9K 0.05% 137
2022
Q4 		$417K Buy
11,060
+20
+0.2% +$697 0.05% 151
2022
Q3 		$303K Buy
11,040
+20
+0.2% +$693 0.04% 171
2022
Q2 		$352K Buy
11,020
+20
+0.2% +$672 0.04% 161
2022
Q1 		$403K Sell
11,000
-30
-0.3% -$1.12K 0.04% 164
2021
Q4 		$474K Buy
11,030
+10
+0.1% +$386 0.05% 156
2021
Q3 		$368K Buy
11,020
+390
+4% +$13K 0.04% 175
2021
Q2 		$345K Buy
+10,630
New +$341K 0.04% 181

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

SFMG Wealth Advisors's KLAC Position: Q1 2026 in Review

SFMG Wealth Advisors held its KLA (KLAC) position steady in Q1 2026 at 14,510 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #72.

SFMG Wealth Advisors first reported a position in KLAC in Q2 2021 and has held it in 20 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • SFMG Wealth Advisors held 14,510 shares of KLA worth $2.14M as of Q1 2026.
  • SFMG Wealth Advisors left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.14% of SFMG Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • SFMG Wealth Advisors first reported a position in KLA in Q2 2021 and has held it in 20 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.