JFS Wealth Advisors’s Kennametal KMT Stock Holding History

JFS Wealth Advisors’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$561	Buy	+16	New	+$583	﹤0.01%	1936
2025 Q4	–	Sell	-32	Closed	-$670	–	1956
2025 Q3	$670	Buy	32 +18	+129%	+$404	﹤0.01%	1707
2025 Q2	$322	Sell	14 -39	-74%	-$812	﹤0.01%	1752
2025 Q1	$1.13K	Sell	53 -12	-18%	-$272	﹤0.01%	1622
2024 Q4	$1.56K	Hold	65	–	–	﹤0.01%	1564
2024 Q3	$1.69K	Buy	65 +2	+3%	+$50	﹤0.01%	1558
2024 Q2	$1.48K	Hold	63	–	–	﹤0.01%	1547
2024 Q1	$1.57K	Hold	63	–	–	﹤0.01%	1529
2023 Q4	$1.63K	Buy	63 +16	+34%	+$386	﹤0.01%	1516
2023 Q3	$1.17K	Sell	47 -12	-20%	-$325	﹤0.01%	1553
2023 Q2	$1.68K	Sell	59 -7	-11%	-$188	﹤0.01%	1447
2023 Q1	$1.82K	Buy	66 +18	+38%	+$496	﹤0.01%	1407
2022 Q4	$1.16K	Buy	48 +26	+118%	+$644	﹤0.01%	1560
2022 Q3	$0	Buy	22 +13	+144%	+$315	﹤0.01%	1828
2022 Q2	$0	Sell	9 -16	-64%	-$421	﹤0.01%	1843
2022 Q1	$1K	Buy	25 +7	+39%	+$230	﹤0.01%	1665
2021 Q4	$1K	Buy	+18	New	+$669	﹤0.01%	1431
2016 Q2	–	Sell	-34	Closed	-$1K	–	567
2016 Q1	$1K	Buy	+34	New	+$660	﹤0.01%	582

Other funds holding KMT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return