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Accredited Wealth Management’s Kimberly-Clark KMB Stock Holding History

Accredited Wealth Management’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32
Closed -$4.17K – 387
2025
Q2 		$4.17K Sell
32
-118
-79% -$16K ﹤0.01% 327
2025
Q1 		$21.5K Hold
150
– – 0.02% 173
2024
Q4 		$19.8K Buy
+150
New +$20.4K 0.02% 199

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Accredited Wealth Management's KMB Position: Q3 2025 in Review

Accredited Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 32 shares — an estimated $4.17K sold.

Accredited Wealth Management first reported a position in KMB in Q4 2024 and held it in 3 quarters. The position peaked at $21.5K in Q1 2025. 1,720 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Accredited Wealth Management reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 32 Kimberly-Clark shares in Q3 2025, an estimated $4.17K.
  • Accredited Wealth Management first reported a position in Kimberly-Clark in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Kimberly-Clark position peaked at $21.5K in Q1 2025.
  • 1,720 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.