Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kyndryl KD Stock Holding History

Carson Wealth (CWM 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 		$2.6M Buy
198,053
+93,784
+90% +$1.65M 0.01% 1088
2025
Q4 		$2.77M Sell
104,269
-33,955
-25% -$921K 0.01% 1018
2025
Q3 		$4.15M Buy
138,224
+110,406
+397% +$3.79M 0.01% 792
2025
Q2 		$1.17M Sell
27,818
-9,923
-26% -$359K ﹤0.01% 1172
2025
Q1 		$1.19M Buy
37,741
+1,228
+3% +$46K ﹤0.01% 1045
2024
Q4 		$1.26M Buy
36,513
+24,320
+199% +$708K 0.01% 957
2024
Q3 		$280K Buy
12,193
+5,864
+93% +$143K ﹤0.01% 1582
2024
Q2 		$167K Buy
6,329
+1,543
+32% +$37K ﹤0.01% 1683
2024
Q1 		$104K Buy
4,786
+179
+4% +$3.81K ﹤0.01% 1861
2023
Q4 		$96K Buy
4,607
+133
+3% +$2.27K ﹤0.01% 1794
2023
Q3 		$68K Buy
4,474
+198
+5% +$2.94K ﹤0.01% 1879
2023
Q2 		$57K Sell
4,276
-352
-8% -$4.76K ﹤0.01% 1884
2023
Q1 		$68K Sell
4,628
-13
-0.3% -$184 ﹤0.01% 1703
2022
Q4 		$52K Sell
4,641
-196
-4% -$1.97K ﹤0.01% 1709
2022
Q3 		$40K Buy
4,837
+822
+20% +$8.55K ﹤0.01% 1771
2022
Q2 		$39K Buy
+4,015
New +$46.7K ﹤0.01% 1742
2022
Q1 		– Sell
-3,399
Closed -$62K – 3695
2021
Q4 		$62K Buy
+3,399
New +$73.4K ﹤0.01% 1486

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kyndryl (KD) stake by 90% in Q1 2026, buying an estimated $1.65M and bringing the position to 198,053 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #1088.

Carson Wealth (CWM LLC) first reported a position in KD in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.15M in Q3 2025. 666 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 198,053 shares of Kyndryl worth $2.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 93,784 Kyndryl shares in Q1 2026, an estimated $1.65M.
  • Kyndryl made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1088 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kyndryl in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Kyndryl position peaked at $4.15M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.