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Wealth Management Associates’s KLA KLAC Stock Holding History

Wealth Management Associates’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 		$269K Hold
1,830
– – 0.09% 196
2025
Q4 		$222K Buy
+1,830
New +$215K 0.08% 211
2024
Q3 		– Sell
-3,060
Closed -$252K – 215
2024
Q2 		$252K Hold
3,060
– – 0.12% 163
2024
Q1 		$252K Sell
3,060
-530
-15% -$34K 0.12% 163
2023
Q4 		$209K Buy
+3,590
New +$187K 0.11% 185

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 Management Associates's KLAC Position: Q1 2026 in Review

Wealth Management Associates held its KLA (KLAC) position steady in Q1 2026 at 1,830 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #196.

Wealth Management Associates first reported a position in KLAC in Q4 2023 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Wealth Management Associates held 1,830 shares of KLA worth $269K as of Q1 2026.
  • Wealth Management Associates left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.09% of Wealth Management Associates's portfolio in Q1 2026, its #196 holding.
  • Wealth Management Associates first reported a position in KLA in Q4 2023 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.