KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership2,308 shares
Latest Disclosed Value $ 3,398,323
Institute for Wealth Management, LLC. reports 2.78% decrease in ownership of KLAC / KLA Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 2,308 shares of KLA Corporation (MX:KLAC) valued at $3,398,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,374 shares of KLA Corporation. This represents a change in shares of -2.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F KLA COM NEW 482480100 2,308 -66 -2.78 3,398 17.82 0.3621
2026-01-27 2025-12-31 13F KLA COM NEW 482480100 2,374 -6 -0.25 2,885 12.35 0.3056
2025-10-17 2025-09-30 13F KLA COM NEW 482480100 2,380 0 0.00 2,567 20.46 0.2674
2025-07-18 2025-06-30 13F KLA COM NEW 482480100 2,380 0 0.00 2,132 31.79 0.2377
2025-04-21 2025-03-31 13F KLA COM NEW 482480100 2,380 0 0.00 1,618 7.87 0.2076
2025-01-23 2024-12-31 13F KLA COM NEW 482480100 2,380 0 0.00 1,500 -18.67 0.1879
2024-11-12 2024-09-30 13F KLA COM NEW 482480100 2,380 -20 -0.83 1,843 -6.83 0.2326
2024-07-25 2024-06-30 13F KLA COM NEW 482480100 2,400 -28 -1.15 1,979 16.63 0.2652
2024-04-30 2024-03-31 13F KLA COM NEW 482480100 2,428 0 0.00 1,696 20.20 0.2186
2024-01-31 2023-12-31 13F KLA COM NEW 482480100 2,428 -53 -2.14 1,411 24.10 0.2290
2023-10-13 2023-09-30 13F KLA COM NEW 482480100 2,481 0 0.00 1,138 -5.49 0.2052
2023-07-25 2023-06-30 13F KLA COM NEW 482480100 2,481 -14 -0.56 1,203 20.90 0.2030
2023-04-20 2023-03-31 13F KLA COM NEW 482480100 2,495 -35 -1.38 996 4.41 0.1902
2023-02-02 2022-12-31 13F KLA COM NEW 482480100 2,530 -326 -11.41 954 10.30 0.2005
2022-10-18 2022-09-30 13F KLA COM NEW 482480100 2,856 0 0.00 864 -5.16 0.1939
2022-07-25 2022-06-30 13F KLA COM NEW 482480100 2,856 0 0.00 911 -12.82 0.1789
2022-04-29 2022-03-31 13F KLA COM NEW 482480100 2,856 0 0.00 1,045 -14.90 0.1691
2022-01-21 2021-12-31 13F KLA COM NEW 482480100 2,856 1,369 92.06 1,228 147.08 0.2001
2021-11-15 2021-09-30 13F KLA COM NEW 482480100 1,487 0 0.00 497 3.11 0.0872
2021-07-21 2021-06-30 13F KLA COM NEW 482480100 1,487 0 0.00 482 -1.83 0.0846
2021-05-04 2021-03-31 13F KLA COM NEW 482480100 1,487 -150 -9.16 491 15.80 0.0934
2021-02-01 2020-12-31 13F KLA COM NEW 482480100 1,637 0 0.00 424 33.75 0.0843
2020-11-03 2020-09-30 13F KLA COM NEW 482480100 1,637 13 0.80 317 0.32 0.0724
2020-07-30 2020-06-30 13F KLA COM NEW 482480100 1,624 0 0.00 316 35.62 0.0774
2020-04-29 2020-03-31 13F KLA COM NEW 482480100 1,624 -153 -8.61 233 -26.50 0.0718
2020-02-27 2019-12-31 13F/A-1 KLA COM NEW 482480100 1,777 16 0.91 317 12.81 0.0716
2020-01-27 2019-12-31 13F KLA COM NEW 482480100 317 -1,444 317 73,613.7623
2019-10-28 2019-09-30 13F KLA COM NEW 482480100 1,761 1,761 455.52 281 -11.36 0.0708
2019-08-02 2019-06-30 13F KLA-TENCOR COM 482480100 0 -1,899 -100.00 0 -100.00
2019-05-15 2019-03-31 13F KLA-TENCOR COM 482480100 1,899 1,899 227 0.0494
2018-05-15 2018-03-31 13F KLA-TENCOR COM 482480100 0 -1,899 -100.00 0 -100.00
2018-02-12 2017-12-31 13F KLA-TENCOR COM 482480100 1,899 1,899 200 0.0462
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.