LWMI
KD icon

Legacy Wealth Management (Idaho)’s Kyndryl KD Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-10
Closed -$132 – 598
2026
Q1 		$132 Hold
10
– – ﹤0.01% 1005
2025
Q4 		$266 Hold
10
– – ﹤0.01% 859
2025
Q3 		$301 Hold
10
– – ﹤0.01% 720
2025
Q2 		$420 Buy
+10
New +$362 ﹤0.01% 667

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s KD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Kyndryl (KD) in Q2 2026, closing a stake of 10 shares — an estimated $132 sold.

Legacy Wealth Management (Idaho) first reported a position in KD in Q2 2025 and held it in 4 quarters. The position peaked at $420 in Q2 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 Kyndryl shares in Q2 2026, an estimated $132.
  • Legacy Wealth Management (Idaho) first reported a position in Kyndryl in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Kyndryl position peaked at $420 in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.