SEC 13F Intelligence

Legacy Capital Wealth Management, LLC / KLAC

Legacy Capital Wealth Management, LLC’s Kla Corp Position

Does Legacy Capital Wealth Management, LLC own Kla Corp (KLAC)? Yes — 2.4K shares worth $3M (+2.01% of its 13F portfolio) as of Q1 2026, down from 2.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
2.4K
% of Portfolio
+2.01%
Quarters Held
3
currently held

Position History KLAC

Reported value by quarter
Q2 ’25: $1MQ2 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.4K$3M+2.01%
Q4 20252.8K$3M+2.04%
Q2 20251.8K$1M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Capital Wealth Management, LLC’s full portfolio or all institutional holders of KLAC.