Position in KLAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,181,363
+$1,135,952 QoQ
Shares Held
7,230
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,134
of 2,471 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $9,673,797 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (22.5% of the industry book) .
All Filings in KLAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,181,363 | 7,230 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,045,411 | 710 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $822,609 | 677 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $308,479 | 286 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $215,873 | 241 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $305,910 | 450 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $233,774 | 371 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $254,006 | 328 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $239,107 | 290 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $203,982 | 292 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||