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Smith Salley Wealth Management’s KLA KLAC Stock Holding History

Smith Salley 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 		$1.82M Sell
6,027
-13
-0.2% -$2.58K 0.08% 127
2026
Q1 		$889K Sell
6,040
-280
-4% -$41K 0.04% 161
2025
Q4 		$768K Sell
6,320
-1,550
-20% -$182K 0.04% 165
2025
Q3 		$849K Sell
7,870
-590
-7% -$55K 0.04% 156
2025
Q2 		$758K Hold
8,460
– – 0.04% 157
2025
Q1 		$575K Sell
8,460
-2,730
-24% -$197K 0.04% 167
2024
Q4 		$705K Sell
11,190
-850
-7% -$57.4K 0.05% 158
2024
Q3 		$932K Sell
12,040
-280
-2% -$22K 0.06% 144
2024
Q2 		$1.02M Sell
12,320
-120
-1% -$8.87K 0.07% 136
2024
Q1 		$869K Buy
12,440
+1,320
+12% +$84.8K 0.07% 137
2023
Q4 		$646K Sell
11,120
-130
-1% -$6.77K 0.04% 164
2023
Q3 		$516K Sell
11,250
-270
-2% -$12.9K 0.04% 172
2023
Q2 		$559K Sell
11,520
-300
-3% -$12.5K 0.04% 158
2023
Q1 		$472K Sell
11,820
-120
-1% -$4.73K 0.04% 176
2022
Q4 		$450K Sell
11,940
-1,120
-9% -$39K 0.04% 170
2022
Q3 		$395K Buy
13,060
+50
+0.4% +$1.73K 0.04% 176
2022
Q2 		$415K Hold
13,010
– – 0.04% 178
2022
Q1 		$476K Sell
13,010
-620
-5% -$23.2K 0.04% 183
2021
Q4 		$586K Buy
13,630
+600
+5% +$23.2K 0.04% 180
2021
Q3 		$436K Hold
13,030
– – 0.03% 190
2021
Q2 		$422K Sell
13,030
-1,550
-11% -$49.7K 0.03% 193
2021
Q1 		$482K Sell
14,580
-1,220
-8% -$36.8K 0.04% 173
2020
Q4 		$409K Hold
15,800
– – 0.04% 165
2020
Q3 		$306K Sell
15,800
-60
-0.4% -$1.19K 0.04% 165
2020
Q2 		$308K Hold
15,860
– – 0.04% 160
2020
Q1 		$228K Sell
15,860
-60
-0.4% -$966 0.04% 166
2019
Q4 		$284K Sell
15,920
-710
-4% -$11.9K 0.04% 170
2019
Q3 		$265K Buy
+16,630
New +$232K 0.04% 169

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

Smith Salley Wealth Management's KLAC Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its KLA (KLAC) stake by 0.22% in Q2 2026, selling an estimated $2.58K and leaving 6,027 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #127.

Smith Salley Wealth Management first reported a position in KLAC in Q3 2019 and has held it in 28 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Smith Salley Wealth Management held 6,027 shares of KLA worth $1.82M as of Q2 2026.
  • Smith Salley Wealth Management sold 13 KLA shares in Q2 2026, an estimated $2.58K.
  • KLA made up 0.08% of Smith Salley Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Smith Salley Wealth Management first reported a position in KLA in Q3 2019 and has held it in 28 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.