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CBIZ Investment Advisory Services’s KBR KBR Stock Holding History

CBIZ Investment Advisory Services’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-587
Closed -$23.7K – 592
2025
Q4 		$23.7K Buy
587
+93
+19% +$3.99K ﹤0.01% 249
2025
Q3 		$23.4K Buy
+494
New +$24K ﹤0.01% 231

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's KBR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of KBR (KBR) in Q1 2026, closing a stake of 587 shares — an estimated $23.7K sold.

CBIZ Investment Advisory Services first reported a position in KBR in Q3 2025 and held it in 2 quarters. The position peaked at $23.7K in Q4 2025. 373 funds tracked by Wall St. Rank hold KBR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining KBR position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 587 KBR shares in Q1 2026, an estimated $23.7K.
  • CBIZ Investment Advisory Services first reported a position in KBR in Q3 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's KBR position peaked at $23.7K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held KBR as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.