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Wealth Advisors of Tampa Bay’s KLA KLAC Stock Holding History

Wealth Advisors of Tampa Bay’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 		$751K Hold
5,100
– – 0.25% 72
2025
Q4 		$620K Sell
5,100
-720
-12% -$84.5K 0.21% 70
2025
Q3 		$628K Buy
+5,820
New +$543K 0.21% 71

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

Wealth Advisors of Tampa Bay's KLAC Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its KLA (KLAC) position steady in Q1 2026 at 5,100 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #72.

Wealth Advisors of Tampa Bay first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 5,100 shares of KLA worth $751K as of Q1 2026.
  • Wealth Advisors of Tampa Bay left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.25% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #72 holding.
  • Wealth Advisors of Tampa Bay first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.