LMG Wealth Partners’s Kyndryl KD Stock Holding History

LMG Wealth Partners’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	$113K	Hold	10,000	–	–	0.02%	165
2026 Q1	$131K	Buy	+10,000	New	+$176K	0.02%	153

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

LMG Wealth Partners's KD Position: Q2 2026 in Review

LMG Wealth Partners held its Kyndryl (KD) position steady in Q2 2026 at 10,000 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #165.

LMG Wealth Partners first reported a position in KD in Q1 2026 and has held it in 2 quarters since. The position peaked at $131K in Q1 2026. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

LMG Wealth Partners held 10,000 shares of Kyndryl worth $113K as of Q2 2026.
LMG Wealth Partners left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up 0.02% of LMG Wealth Partners's portfolio in Q2 2026, its #165 holding.
LMG Wealth Partners first reported a position in Kyndryl in Q1 2026 and has held it in 2 quarters since.
LMG Wealth Partners's Kyndryl position peaked at $131K in Q1 2026.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.