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Lodestone Wealth Management’s Kyndryl KD Stock Holding History

Lodestone Wealth Management’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 		$679 Hold
60
– – ﹤0.01% 745
2026
Q1 		$787 Sell
60
-20
-25% -$352 ﹤0.01% 738
2025
Q4 		$2.13K Buy
+80
New +$2.17K ﹤0.01% 670

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 $3.37T AUM 44.26% 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

Lodestone Wealth Management's KD Position: Q2 2026 in Review

Lodestone Wealth Management held its Kyndryl (KD) position steady in Q2 2026 at 60 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Lodestone Wealth Management first reported a position in KD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13K in Q4 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Lodestone Wealth Management held 60 shares of Kyndryl worth $679 as of Q2 2026.
  • Lodestone Wealth Management left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #745 holding.
  • Lodestone Wealth Management first reported a position in Kyndryl in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Kyndryl position peaked at $2.13K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.