LWM Advisory Services’s Kyndryl KD Stock Holding History

LWM Advisory Services’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	-10,648	Closed	-$283K	–	82
2025 Q4	$283K	Buy	+10,648	New	+$289K	0.17%	72

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 $3.38T AUM 44.17% 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

LWM Advisory Services's KD Position: Q1 2026 in Review

LWM Advisory Services sold out of Kyndryl (KD) in Q1 2026, closing a stake of 10,648 shares — an estimated $283K sold.

LWM Advisory Services first reported a position in KD in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 667 funds tracked by Wall St. Rank hold KD as of Q1 2026.

LWM Advisory Services reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 10,648 Kyndryl shares in Q1 2026, an estimated $283K.
LWM Advisory Services first reported a position in Kyndryl in Q4 2025 and held it in 1 quarter.
LWM Advisory Services's Kyndryl position peaked at $283K in Q4 2025.
667 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.