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Alpha Omega Wealth Management’s Kyndryl KD Stock Holding History

Alpha Omega Wealth Management’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
133,345
+19,542
+17% +$244K 0.23% 106
2026
Q1 		$1.49M Buy
113,803
+65,963
+138% +$1.16M 0.24% 101
2025
Q4 		$1.27M Buy
47,840
+4,589
+11% +$124K 0.21% 111
2025
Q3 		$1.3M Buy
43,251
+9,780
+29% +$336K 0.22% 103
2025
Q2 		$1.4M Sell
33,471
-728
-2% -$26.3K 0.25% 99
2025
Q1 		$1.07M Sell
34,199
-41,979
-55% -$1.57M 0.21% 107
2024
Q4 		$2.64M Sell
76,178
-7,158
-9% -$208K 0.5% 70
2024
Q3 		$1.92M Sell
83,336
-3,986
-5% -$97.2K 0.35% 86
2024
Q2 		$2.3M Sell
87,322
-7,985
-8% -$191K 0.44% 78
2024
Q1 		$2.07M Buy
95,307
+730
+0.8% +$15.5K 0.39% 81
2023
Q4 		$1.97M Sell
94,577
-5,657
-6% -$96.7K 0.33% 82
2023
Q3 		$1.51M Buy
100,234
+4,290
+4% +$63.6K 0.26% 91
2023
Q2 		$1.27M Buy
95,944
+6,476
+7% +$87.7K 0.22% 98
2023
Q1 		$1.32M Buy
89,468
+595
+0.7% +$8.44K 0.23% 97
2022
Q4 		$988K Buy
88,873
+16,082
+22% +$162K 0.18% 109
2022
Q3 		$602K Buy
72,791
+13,022
+22% +$135K 0.11% 127
2022
Q2 		$585K Buy
59,769
+19,541
+49% +$227K 0.1% 129
2022
Q1 		$528K Buy
40,228
+9,405
+31% +$142K 0.08% 147
2021
Q4 		$557K Buy
+30,823
New +$665K 0.09% 148

Other funds holding KD

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

Alpha Omega Wealth Management's KD Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Kyndryl (KD) stake by 17% in Q2 2026, buying an estimated $244K and bringing the position to 133,345 shares worth $1.51M. The position accounts for 0.23% of the portfolio, ranked #106.

Alpha Omega Wealth Management first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2024. 248 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Alpha Omega Wealth Management held 133,345 shares of Kyndryl worth $1.51M as of Q2 2026.
  • Alpha Omega Wealth Management bought 19,542 Kyndryl shares in Q2 2026, an estimated $244K.
  • Kyndryl made up 0.23% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Alpha Omega Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Alpha Omega Wealth Management's Kyndryl position peaked at $2.64M in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.