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Bartlett & Co Wealth Management’s Kyndryl KD Stock Holding History

Bartlett & Co 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
Q1 		$15.5K Sell
1,074
-8
-0.7% -$141 ﹤0.01% 861
2025
Q4 		$28.7K Sell
1,082
-19
-2% -$515 ﹤0.01% 753
2025
Q3 		$33.1K Hold
1,101
– – ﹤0.01% 742
2025
Q2 		$46.2K Sell
1,101
-36
-3% -$1.3K ﹤0.01% 665
2025
Q1 		$35.7K Sell
1,137
-73
-6% -$2.74K ﹤0.01% 718
2024
Q4 		$41.9K Sell
1,210
-205
-14% -$5.97K ﹤0.01% 686
2024
Q3 		$32.5K Sell
1,415
-8
-0.6% -$195 ﹤0.01% 736
2024
Q2 		$37.4K Sell
1,423
-290
-17% -$6.95K ﹤0.01% 711
2024
Q1 		$37.3K Sell
1,713
-27
-2% -$574 ﹤0.01% 706
2023
Q4 		$36.7K Sell
1,740
-133
-7% -$2.27K ﹤0.01% 753
2023
Q3 		$28.3K Buy
1,873
+1,099
+142% +$16.3K ﹤0.01% 750
2023
Q2 		$10.3K Sell
774
-21
-3% -$284 ﹤0.01% 922
2023
Q1 		$11.7K Hold
795
– – ﹤0.01% 797
2022
Q4 		$8.84K Sell
795
-128
-14% -$1.29K ﹤0.01% 846
2022
Q3 		$7.63K Sell
923
-153
-14% -$1.59K ﹤0.01% 860
2022
Q2 		$10.5K Sell
1,076
-65
-6% -$756 ﹤0.01% 854
2022
Q1 		$15K Buy
+1,141
New +$17.2K ﹤0.01% 771

Other funds holding KD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Bartlett & Co Wealth Management's KD Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Kyndryl (KD) stake by 0.74% in Q1 2026, selling an estimated $141 and leaving 1,074 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Bartlett & Co Wealth Management first reported a position in KD in Q1 2022 and has held it in 17 quarters since. The position peaked at $46.2K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,074 shares of Kyndryl worth $15.5K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 8 Kyndryl shares in Q1 2026, an estimated $141.
  • Kyndryl made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #861 holding.
  • Bartlett & Co Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 17 quarters since.
  • Bartlett & Co Wealth Management's Kyndryl position peaked at $46.2K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.