Montag & Associates’s Kyndryl KD Stock Holding History

Montag & Associates’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	$20.8K	Hold	1,583	–	–	﹤0.01%	683
2025 Q4	$42K	Hold	1,583	–	–	﹤0.01%	618
2025 Q3	$47.5K	Buy	1,583 +265	+20%	+$9.1K	﹤0.01%	601
2025 Q2	$55.3K	Sell	1,318 -123	-9%	-$4.45K	﹤0.01%	568
2025 Q1	$45.2K	Buy	1,441 +130	+10%	+$4.87K	﹤0.01%	634
2024 Q4	$45.4K	Sell	1,311 -132	-9%	-$3.84K	﹤0.01%	624
2024 Q3	$33.2K	Buy	1,443 +8	+0.6%	+$195	﹤0.01%	667
2024 Q2	$37.8K	Sell	1,435 -20	-1%	-$479	﹤0.01%	634
2024 Q1	$31.7K	Sell	1,455 -54	-4%	-$1.15K	﹤0.01%	648
2023 Q4	$31.4K	Hold	1,509	–	–	﹤0.01%	642
2023 Q3	$22.8K	Sell	1,509 -547	-27%	-$8.11K	﹤0.01%	655
2023 Q2	$27.3K	Hold	2,056	–	–	﹤0.01%	644
2023 Q1	$30.3K	Hold	2,056	–	–	﹤0.01%	624
2022 Q4	$22.9K	Sell	2,056 -256	-11%	-$2.58K	﹤0.01%	647
2022 Q3	$19K	Buy	2,312 +50	+2%	+$520	﹤0.01%	668
2022 Q2	$22K	Sell	2,262 -1,195	-35%	-$13.9K	﹤0.01%	631
2022 Q1	$45K	Buy	3,457 +3	+0.1%	+$45	﹤0.01%	583
2021 Q4	$63K	Buy	+3,454	New	+$74.6K	﹤0.01%	537

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Montag & Associates's KD Position: Q1 2026 in Review

Montag & Associates held its Kyndryl (KD) position steady in Q1 2026 at 1,583 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Montag & Associates first reported a position in KD in Q4 2021 and has held it in 18 quarters since. The position peaked at $63K in Q4 2021. 661 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Montag & Associates held 1,583 shares of Kyndryl worth $20.8K as of Q1 2026.
Montag & Associates left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #683 holding.
Montag & Associates first reported a position in Kyndryl in Q4 2021 and has held it in 18 quarters since.
Montag & Associates's Kyndryl position peaked at $63K in Q4 2021.
661 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.