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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Advyzon Investment Management's KMB Position: Q1 2026 in Review

Advyzon Investment Management reduced its Kimberly-Clark (KMB) stake by 18% in Q1 2026, selling an estimated $62.8K and leaving 2,865 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #560.

Advyzon Investment Management first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $351K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Advyzon Investment Management held 2,865 shares of Kimberly-Clark worth $276K as of Q1 2026.
  • Advyzon Investment Management sold 614 Kimberly-Clark shares in Q1 2026, an estimated $62.8K.
  • Kimberly-Clark made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #560 holding.
  • Advyzon Investment Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Kimberly-Clark position peaked at $351K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.