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Wilkerson Advisory Group’s KLA KLAC Stock Holding History

Wilkerson Advisory Group’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 		$185K Sell
612
-678
-53% -$135K 0.06% 104
2026
Q1 		$190K Buy
1,290
+1,140
+760% +$167K 0.07% 103
2025
Q4 		$18.2K Buy
+150
New +$17.6K 0.01% 250

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

Wilkerson Advisory Group's KLAC Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its KLA (KLAC) stake by 53% in Q2 2026, selling an estimated $135K and leaving 612 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #104.

Wilkerson Advisory Group first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $190K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wilkerson Advisory Group held 612 shares of KLA worth $185K as of Q2 2026.
  • Wilkerson Advisory Group sold 678 KLA shares in Q2 2026, an estimated $135K.
  • KLA made up 0.06% of Wilkerson Advisory Group's portfolio in Q2 2026, its #104 holding.
  • Wilkerson Advisory Group first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's KLA position peaked at $190K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.