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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
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

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

Western Wealth Management's KLAC Position: Q1 2026 in Review

Western Wealth Management sold out of KLA (KLAC) in Q1 2026, closing a stake of 2,280 shares — an estimated $277K sold.

Western Wealth Management first reported a position in KLAC in Q2 2025 and held it in 3 quarters. The position peaked at $277K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Western Wealth Management reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 2,280 KLA shares in Q1 2026, an estimated $277K.
  • Western Wealth Management first reported a position in KLA in Q2 2025 and held it in 3 quarters.
  • Western Wealth Management's KLA position peaked at $277K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.