Position in KLAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,146,498
+$625,265 QoQ
Shares Held
3,800
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,371
of 2,471 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $6,816,748 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (16.8% of the industry book) .
All Filings in KLAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,498 | 3,800 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $521,233 | 354 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $430,138 | 354 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $381,824 | 354 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $321,570 | 359 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,048 | 359 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $226,213 | 359 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $305,117 | 394 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $324,856 | 394 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $276,633 | 396 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $230,194 | 396 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $232,689 | 541 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||