WMWM
KLAC icon

Whitaker-Myers Wealth Managers’s KLA KLAC Stock Holding History

Whitaker-Myers Wealth Managers’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
2025
Q3 		– Sell
-6,240
Closed -$559K – 129
2025
Q2 		$559K Buy
+6,240
New +$469K 0.14% 73
2024
Q4 		– Sell
-4,550
Closed -$352K – 134
2024
Q3 		$352K Buy
4,550
+320
+8% +$25.1K 0.12% 76
2024
Q2 		$349K Buy
4,230
+680
+19% +$50.2K 0.13% 69
2024
Q1 		$248K Buy
+3,550
New +$228K 0.1% 81

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Whitaker-Myers Wealth Managers's KLAC Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of KLA (KLAC) in Q3 2025, closing a stake of 6,240 shares — an estimated $559K sold.

Whitaker-Myers Wealth Managers first reported a position in KLAC in Q1 2024 and held it in 4 quarters. The position peaked at $559K in Q2 2025. 1,735 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 6,240 KLA shares in Q3 2025, an estimated $559K.
  • Whitaker-Myers Wealth Managers first reported a position in KLA in Q1 2024 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's KLA position peaked at $559K in Q2 2025.
  • 1,735 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.