Summit Trail Advisors’s KBR KBR Stock Holding History

Summit Trail Advisors’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Buy	44,916 +6,966	+18%	+$286K	0.02%	669
2025 Q4	$1.53M	Buy	37,950 +1,493	+4%	+$64K	0.03%	574
2025 Q3	$1.72M	Buy	36,457 +3,923	+12%	+$190K	0.02%	525
2025 Q2	$1.56M	Buy	+32,534	New	+$1.69M	0.03%	330
2023 Q1	–	Sell	-4,601	Closed	-$243K	–	413
2022 Q4	$243K	Buy	+4,601	New	+$229K	0.01%	326
2022 Q3	–	Sell	-4,553	Closed	-$221K	–	398
2022 Q2	$221K	Hold	4,553	–	–	0.01%	336
2022 Q1	$250K	Buy	+4,553	New	+$221K	0.02%	273
2018 Q1	–	Sell	-6,795	Closed	-$144K	–	1088
2017 Q4	$144K	Buy	+6,795	New	+$129K	0.02%	523

Other funds holding KBR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Summit Trail Advisors's KBR Position: Q1 2026 in Review

Summit Trail Advisors increased its KBR (KBR) stake by 18% in Q1 2026, buying an estimated $286K and bringing the position to 44,916 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #669.

Summit Trail Advisors first reported a position in KBR in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.72M in Q3 2025. 369 funds tracked by Wall St. Rank hold KBR as of Q1 2026.

Summit Trail Advisors held 44,916 shares of KBR worth $1.66M as of Q1 2026.
Summit Trail Advisors bought 6,966 KBR shares in Q1 2026, an estimated $286K.
KBR made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #669 holding.
Summit Trail Advisors first reported a position in KBR in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's KBR position peaked at $1.72M in Q3 2025.
369 funds tracked by Wall St. Rank held KBR as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.