Bogart Wealth LLC’s Kyndryl KD Stock Holding History

Bogart Wealth LLC’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	$800	Buy	61 +22	+56%	+$387	﹤0.01%	1494
2025 Q4	$1.04K	Buy	39 +13	+50%	+$352	﹤0.01%	1315
2025 Q3	$781	Hold	26	–	–	﹤0.01%	1324
2025 Q2	$1.09K	Hold	26	–	–	﹤0.01%	1215
2025 Q1	$816	Hold	26	–	–	﹤0.01%	1207
2024 Q4	$900	Hold	26	–	–	﹤0.01%	1218
2024 Q3	$597	Hold	26	–	–	﹤0.01%	1061
2024 Q2	$684	Hold	26	–	–	﹤0.01%	1029
2024 Q1	$566	Sell	26 -5	-16%	-$106	﹤0.01%	1005
2023 Q4	$644	Hold	31	–	–	﹤0.01%	990
2023 Q3	$468	Hold	31	–	–	﹤0.01%	1014
2023 Q2	$412	Sell	31 -44	-59%	-$596	﹤0.01%	998
2023 Q1	$1.11K	Sell	75 -5	-6%	-$71	﹤0.01%	979
2022 Q4	$890	Buy	80 +8	+11%	+$80	﹤0.01%	867
2022 Q3	$1K	Sell	72 -32	-31%	-$333	﹤0.01%	909
2022 Q2	$1K	Hold	104	–	–	﹤0.01%	843
2022 Q1	$1K	Buy	+104	New	+$1.56K	﹤0.01%	744

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bogart Wealth LLC's KD Position: Q1 2026 in Review

Bogart Wealth LLC increased its Kyndryl (KD) stake by 56% in Q1 2026, buying an estimated $387 and bringing the position to 61 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Bogart Wealth LLC first reported a position in KD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.11K in Q1 2023. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Bogart Wealth LLC held 61 shares of Kyndryl worth $800 as of Q1 2026.
Bogart Wealth LLC bought 22 Kyndryl shares in Q1 2026, an estimated $387.
Kyndryl made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1494 holding.
Bogart Wealth LLC first reported a position in Kyndryl in Q1 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Kyndryl position peaked at $1.11K in Q1 2023.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.