IFWM
KBR icon

Institute for Wealth Management’s KBR KBR Stock Holding History

Institute for Wealth Management’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
Q2 		$39.7K Buy
+1,150
New +$40.1K ﹤0.01% 935
2025
Q4 		– Sell
-5,483
Closed -$259K – 569
2025
Q3 		$259K Buy
5,483
+529
+11% +$25.7K 0.03% 492
2025
Q2 		$237K Buy
+4,954
New +$257K 0.03% 499

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Institute for Wealth Management's KBR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in KBR (KBR) in Q2 2026: 1,150 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KBR as recently as Q3 2025.

Institute for Wealth Management first reported a position in KBR in Q2 2025 and has held it in 3 quarters since. The position peaked at $259K in Q3 2025. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • Institute for Wealth Management held 1,150 shares of KBR worth $39.7K as of Q2 2026.
  • KBR was a new Institute for Wealth Management position in Q2 2026.
  • KBR made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #935 holding.
  • Institute for Wealth Management first reported a position in KBR in Q2 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's KBR position peaked at $259K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.