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Aegis Wealth Management (Maryland)’s Kimberly-Clark KMB Stock Holding History

Aegis Wealth Management (Maryland)’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
-2,305
Closed -$328K – 127
2025
Q2 		$328K Hold
2,305
– – 0.2% 83
2025
Q1 		$328K Buy
+2,305
New +$311K 0.19% 88

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s KMB Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 2,305 shares — an estimated $328K sold.

Aegis Wealth Management (Maryland) first reported a position in KMB in Q1 2025 and held it in 2 quarters. The position peaked at $328K in Q2 2025. 1,722 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 2,305 Kimberly-Clark shares in Q3 2025, an estimated $328K.
  • Aegis Wealth Management (Maryland) first reported a position in Kimberly-Clark in Q1 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Maryland)'s Kimberly-Clark position peaked at $328K in Q2 2025.
  • 1,722 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.