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Advyzon Investment Management’s Kimberly-Clark KMB Stock Holding History

Advyzon Investment 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
2026
Q2 		– Sell
-2,865
Closed -$276K – 785
2026
Q1 		$276K Sell
2,865
-614
-18% -$62.8K 0.02% 560
2025
Q4 		$351K Buy
3,479
+1,035
+42% +$113K 0.04% 405
2025
Q3 		$304K Buy
2,444
+117
+5% +$15.1K 0.05% 321
2025
Q2 		$300K Buy
2,327
+58
+3% +$7.86K 0.07% 280
2025
Q1 		$323K Buy
2,269
+216
+11% +$29.1K 0.11% 166
2024
Q4 		$269K Buy
+2,053
New +$280K 0.1% 180

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advyzon Investment Management's KMB Position: Q2 2026 in Review

Advyzon Investment Management sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 2,865 shares — an estimated $276K sold.

Advyzon Investment Management first reported a position in KMB in Q4 2024 and held it in 6 quarters. The position peaked at $351K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Advyzon Investment Management reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 2,865 Kimberly-Clark shares in Q2 2026, an estimated $276K.
  • Advyzon Investment Management first reported a position in Kimberly-Clark in Q4 2024 and held it in 6 quarters.
  • Advyzon Investment Management's Kimberly-Clark position peaked at $351K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.