Position in KLAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,062,320
+$866,490 QoQ
Shares Held
3,521
+164.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,400
of 2,471 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $128,713,785 across 6 Semiconductor Equipment & Materials names. KLAC ranks #4 (0.8% of the industry book) .
All Filings in KLAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,320 | 3,521 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $195,830 | 133 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $157,960 | 130 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $140,218 | 130 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $86,886 | 97 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $72,738 | 107 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $63,642 | 101 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $82,087 | 106 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $87,398 | 106 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $34,928 | 50 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,065 | 50 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $7,019 | 22 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $23,427 | 64 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $4,348 | 13 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $4,214 | 13 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $4,295 | 13 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,365 | 13 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||