Western Wealth Management’s KLA KLAC Stock Holding History

Western 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 Q3	$494K	Buy	2,532 +13	+0.5%	+$2.55K	0.02%	630
2026 Q2	$760K	Buy	+2,519	New	+$500K	0.02%	553
2026 Q1	–	Sell	-2,280	Closed	-$277K	–	976
2025 Q4	$277K	Hold	2,280	–	–	0.01%	688
2025 Q3	$246K	Buy	2,280 +30	+1%	+$2.8K	0.01%	668
2025 Q2	$201K	Buy	+2,250	New	+$169K	0.01%	700

Other funds holding KLAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Western Wealth Management's KLAC Position: Q3 2026 in Review

Western Wealth Management increased its KLA (KLAC) stake by 0.52% in Q3 2026, buying an estimated $2.55K and bringing the position to 2,532 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #630.

Western Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $760K in Q2 2026. 1,755 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Western Wealth Management held 2,532 shares of KLA worth $494K as of Q3 2026.
Western Wealth Management bought 13 KLA shares in Q3 2026, an estimated $2.55K.
KLA made up 0.02% of Western Wealth Management's portfolio in Q3 2026, its #630 holding.
Western Wealth Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
Western Wealth Management's KLA position peaked at $760K in Q2 2026.
1,755 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.