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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
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

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

Western Wealth Management's KLAC Position: Q2 2026 in Review

Western Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 2,519 shares worth $760K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in KLAC as recently as Q4 2025.

Western Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Western Wealth Management held 2,519 shares of KLA worth $760K as of Q2 2026.
  • KLA was a new Western Wealth Management position in Q2 2026.
  • KLA made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Western Wealth Management first reported a position in KLA in Q2 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.