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Mowery & Schoenfeld Wealth Management’s Kyndryl KD Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-6
Closed -$208 – 515
2024
Q4 		$208 Hold
6
– – ﹤0.01% 482
2024
Q3 		$138 Hold
6
– – ﹤0.01% 232
2024
Q2 		$158 Hold
6
– – ﹤0.01% 210
2024
Q1 		$131 Hold
6
– – ﹤0.01% 162
2023
Q4 		$125 Buy
+6
New +$103 ﹤0.01% 170

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KD Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Kyndryl (KD) in Q1 2025, closing a stake of 6 shares — an estimated $208 sold.

Mowery & Schoenfeld Wealth Management first reported a position in KD in Q4 2023 and held it in 5 quarters. The position peaked at $208 in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Kyndryl shares in Q1 2025, an estimated $208.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kyndryl in Q4 2023 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Kyndryl position peaked at $208 in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.