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 Q3	–	Sell	-10,000	Closed	-$113K	–	170
2026 Q2	$113K	Hold	10,000	–	–	0.02%	165
2026 Q1	$131K	Buy	+10,000	New	+$176K	0.02%	153

Other funds holding KD

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LMG Wealth Partners's KD Position: Q3 2026 in Review

LMG Wealth Partners sold out of Kyndryl (KD) in Q3 2026, closing a stake of 10,000 shares — an estimated $113K sold.

LMG Wealth Partners first reported a position in KD in Q1 2026 and held it in 2 quarters. The position peaked at $131K in Q1 2026. 516 funds tracked by Wall St. Rank hold KD as of Q3 2026.

LMG Wealth Partners reported no remaining Kyndryl position as of Q3 2026 after selling out during the quarter.
LMG Wealth Partners sold 10,000 Kyndryl shares in Q3 2026, an estimated $113K.
LMG Wealth Partners first reported a position in Kyndryl in Q1 2026 and held it in 2 quarters.
LMG Wealth Partners's Kyndryl position peaked at $131K in Q1 2026.
516 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.