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 Q2	$713	Buy	63 +2	+3%	+$25	﹤0.01%	1690
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's KD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Kyndryl (KD) stake by 3.3% in Q2 2026, buying an estimated $25 and bringing the position to 63 shares worth $713. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Bogart Wealth LLC first reported a position in KD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.11K in Q1 2023. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Bogart Wealth LLC held 63 shares of Kyndryl worth $713 as of Q2 2026.
Bogart Wealth LLC bought 2 Kyndryl shares in Q2 2026, an estimated $25.
Kyndryl made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1690 holding.
Bogart Wealth LLC first reported a position in Kyndryl in Q1 2022 and has held it in 18 quarters since.
Bogart Wealth LLC's Kyndryl position peaked at $1.11K in Q1 2023.
676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.