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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Williams Jones Wealth Management's KLAC Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its KLA (KLAC) stake by 0.64% in Q1 2026, selling an estimated $49.7K and leaving 52,970 shares worth $7.8M. The position accounts for 0.1% of the portfolio, ranked #108.

Williams Jones Wealth Management first reported a position in KLAC in Q2 2022 and has held it in 16 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Williams Jones Wealth Management held 52,970 shares of KLA worth $7.8M as of Q1 2026.
Williams Jones Wealth Management sold 340 KLA shares in Q1 2026, an estimated $49.7K.
KLA made up 0.1% of Williams Jones Wealth Management's portfolio in Q1 2026, its #108 holding.
Williams Jones Wealth Management first reported a position in KLA in Q2 2022 and has held it in 16 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.