Williams Jones Wealth Management’s KLA KLAC Stock Holding History

Williams Jones 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	$16M	Buy	53,180 +210	+0.4%	+$41.7K	0.18%	80
2026 Q1	$7.8M	Sell	52,970 -340	-0.6%	-$49.7K	0.1%	108
2025 Q4	$6.48M	Sell	53,310 -280	-0.5%	-$32.8K	0.07%	119
2025 Q3	$5.78M	Buy	53,590 +1,090	+2%	+$102K	0.07%	126
2025 Q2	$4.7M	Sell	52,500 -100	-0.2%	-$7.52K	0.06%	136
2025 Q1	$3.58M	Hold	52,600	–	–	0.05%	149
2024 Q4	$3.31M	Hold	52,600	–	–	0.04%	159
2024 Q3	$4.07M	Hold	52,600	–	–	0.05%	147
2024 Q2	$4.34M	Hold	52,600	–	–	0.05%	139
2024 Q1	$3.67M	Buy	52,600 +100	+0.2%	+$6.42K	0.05%	145
2023 Q4	$3.05M	Hold	52,500	–	–	0.04%	156
2023 Q3	$2.41M	Sell	52,500 -80	-0.2%	-$3.84K	0.04%	175
2023 Q2	$2.55M	Hold	52,580	–	–	0.04%	179
2023 Q1	$2.1M	Sell	52,580 -20	-0%	-$788	0.03%	201
2022 Q4	$1.98M	Buy	52,600 +30	+0.1%	+$1.05K	0.03%	201
2022 Q3	$1.59M	Buy	52,570 +20	+0%	+$693	0.03%	220
2022 Q2	$1.68M	Buy	+52,550	New	+$1.77M	0.03%	218

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Williams Jones Wealth Management's KLAC Position: Q2 2026 in Review

Williams Jones Wealth Management increased its KLA (KLAC) stake by 0.4% in Q2 2026, buying an estimated $41.7K and bringing the position to 53,180 shares worth $16M. The position accounts for 0.18% of the portfolio, ranked #80.

Williams Jones Wealth Management first reported a position in KLAC in Q2 2022 and has held it in 17 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Williams Jones Wealth Management held 53,180 shares of KLA worth $16M as of Q2 2026.
Williams Jones Wealth Management bought 210 KLA shares in Q2 2026, an estimated $41.7K.
KLA made up 0.18% of Williams Jones Wealth Management's portfolio in Q2 2026, its #80 holding.
Williams Jones Wealth Management first reported a position in KLA in Q2 2022 and has held it in 17 quarters since.
2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.