Alan B. Lancz & Associates’s Kimberly-Clark KMB Stock Holding History

Alan B. Lancz & Associates’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 Q1	$274K	Sell	2,843 -150	-5%	-$15.4K	0.27%	104
2025 Q4	$302K	Hold	2,993	–	–	0.27%	95
2025 Q3	$372K	Hold	2,993	–	–	0.34%	80
2025 Q2	$386K	Hold	2,993	–	–	0.39%	69
2025 Q1	$426K	Hold	2,993	–	–	0.45%	58
2024 Q4	$392K	Sell	2,993 -800	-21%	-$109K	0.4%	66
2024 Q3	$540K	Hold	3,793	–	–	0.5%	50
2024 Q2	$524K	Buy	+3,793	New	+$507K	0.52%	44
2023 Q4	$461K	Hold	3,793	–	–	0.48%	53
2023 Q3	$458K	Sell	3,793 -100	-3%	-$12.9K	0.52%	51
2023 Q2	$537K	Hold	3,893	–	–	0.57%	47
2023 Q1	$523K	Hold	3,893	–	–	0.54%	48
2022 Q4	$533K	Hold	3,893	–	–	0.54%	49
2022 Q3	$438K	Hold	3,893	–	–	0.52%	54
2022 Q2	$513K	Hold	3,893	–	–	0.51%	49
2022 Q1	$479K	Hold	3,893	–	–	0.42%	72
2021 Q4	$556K	Buy	+3,893	New	+$524K	0.49%	59

Other funds holding KMB

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alan B. Lancz & Associates's KMB Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Kimberly-Clark (KMB) stake by 5% in Q1 2026, selling an estimated $15.4K and leaving 2,843 shares worth $274K. The position accounts for 0.27% of the portfolio, ranked #104.

Alan B. Lancz & Associates first reported a position in KMB in Q4 2021 and has held it in 17 quarters since. The position peaked at $556K in Q4 2021. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Alan B. Lancz & Associates held 2,843 shares of Kimberly-Clark worth $274K as of Q1 2026.
Alan B. Lancz & Associates sold 150 Kimberly-Clark shares in Q1 2026, an estimated $15.4K.
Kimberly-Clark made up 0.27% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #104 holding.
Alan B. Lancz & Associates first reported a position in Kimberly-Clark in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Kimberly-Clark position peaked at $556K in Q4 2021.
1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.