Skip to main content

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

KLAC holding history

KLA Corp in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
19,840
Value
$5.99M
% of portfolio
3.5%
Quarters held
21
Since Q1 2021
Holdings of KLAC by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,840$5.99M3.5%−194,230−90.7%ReducedConverted for a 10-for-1 splitHolders
Q1 202621,407$31.5M3.2%−670−3.0%ReducedHolders
Q4 202522,077$26.8M2.6%+84+0.4%AddedHolders
Q3 202521,993$23.7M2.4%+175+0.8%AddedHolders
Q2 202521,818$19.5M2.1%−159−0.7%ReducedHolders
Q1 202521,977$14.9M1.8%−214−1.0%ReducedHolders
Q4 202422,191$14.0M1.6%−102−0.5%ReducedHolders
Q3 202422,293$17.3M2.1%+9,543+74.8%AddedHolders
Q2 202412,750$10.5M2.3%−9,846−43.6%ReducedHolders
Q1 202422,596$15.8M2.0%+553+2.5%AddedHolders
Q4 202322,043$12.8M1.7%+45+0.2%AddedHolders
Q3 202321,998$10.1M1.4%+107+0.5%AddedHolders
Q2 202321,891$10.6M1.6%+21,891NewHolders
Q1 20230$00.0%−17,787−100.0%Sold outHolders
Q4 202217,787$6.71M2.5%−12,474−41.2%ReducedHolders
Q3 202230,261$9.16M1.8%+17,874+144.3%AddedHolders
Q2 202212,387$3.95M1.8%−22,261−64.2%ReducedHolders
Q1 202234,648$12.7M1.8%−10,680−23.6%ReducedHolders
Q4 202145,328$19.5M2.5%+57+0.1%AddedHolders
Q3 202145,271$199.0K2.4%−23,891−34.5%ReducedHolders
Q2 202169,162$22.4M2.8%+11,717+20.4%AddedHolders
Q1 202157,445$19.0M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.