Laurel Wealth Advisors (North Carolina)’s Kyndryl KD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-164	Closed	-$4.36K	–	434
2025 Q4	$4.36K	Buy	+164	New	+$4.45K	﹤0.01%	555
2025 Q2	–	Sell	-164	Closed	-$5.15K	–	451
2025 Q1	$5.15K	Hold	164	–	–	﹤0.01%	532
2024 Q4	$5.67K	Hold	164	–	–	﹤0.01%	538
2024 Q3	$3.77K	Sell	164 -2	-1%	-$49	﹤0.01%	545
2024 Q2	$4.37K	Buy	166 +2	+1%	+$48	﹤0.01%	495
2024 Q1	$3.57K	Sell	164 -3	-2%	-$64	﹤0.01%	517
2023 Q4	$3.47K	Sell	167 -93	-36%	-$1.59K	﹤0.01%	480
2023 Q3	$3.93K	Hold	260	–	–	﹤0.01%	473
2023 Q2	$3.45K	Hold	260	–	–	﹤0.01%	488
2023 Q1	$3.84K	Hold	260	–	–	﹤0.01%	478
2022 Q4	$2.89K	Sell	260 -20	-7%	-$201	﹤0.01%	466
2022 Q3	$2K	Hold	280	–	–	﹤0.01%	484
2022 Q2	$3K	Sell	280 -87	-24%	-$1.01K	﹤0.01%	498
2022 Q1	$5K	Sell	367 -146	-28%	-$2.2K	﹤0.01%	479
2021 Q4	$9K	Buy	+513	New	+$11.1K	﹤0.01%	421

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KD Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Kyndryl (KD) in Q1 2026, closing a stake of 164 shares — an estimated $4.36K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KD in Q4 2021 and held it in 15 quarters. The position peaked at $9K in Q4 2021. 666 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 164 Kyndryl shares in Q1 2026, an estimated $4.36K.
Laurel Wealth Advisors (North Carolina) first reported a position in Kyndryl in Q4 2021 and held it in 15 quarters.
Laurel Wealth Advisors (North Carolina)'s Kyndryl position peaked at $9K in Q4 2021.
666 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.