Asset Planning Inc’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.92K Hold
299
﹤0.01% 266
2025
Q4
$7.94K Hold
299
0.01% 241
2025
Q3
$8.98K Hold
299
0.01% 237
2025
Q2
$12.5K Hold
299
0.01% 226
2025
Q1
$9.39K Hold
299
0.01% 245
2024
Q4
$10.3K Buy
+299
New +$8.7K 0.01% 244

Other funds holding KD

Asset Planning Inc's KD Position: Q1 2026 in Review

Asset Planning Inc held its Kyndryl (KD) position steady in Q1 2026 at 299 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Asset Planning Inc first reported a position in KD in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.5K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Asset Planning Inc held 299 shares of Kyndryl worth $3.92K as of Q1 2026.
  • Asset Planning Inc left its Kyndryl share count unchanged in Q1 2026.
  • Kyndryl made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #266 holding.
  • Asset Planning Inc first reported a position in Kyndryl in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Kyndryl position peaked at $12.5K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.