AWM
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Allen Wealth Management’s Kimberly-Clark KMB Stock Holding History

Allen 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
2026
Q2 		$1.88M Sell
17,128
-11
-0.1% -$1.09K 0.92% 24
2026
Q1 		$1.65M Buy
17,139
+5,885
+52% +$602K 0.83% 27
2025
Q4 		$1.14M Buy
+11,254
New +$1.23M 0.68% 29

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Allen Wealth Management's KMB Position: Q2 2026 in Review

Allen Wealth Management reduced its Kimberly-Clark (KMB) stake by 0.06% in Q2 2026, selling an estimated $1.09K and leaving 17,128 shares worth $1.88M. The position accounts for 0.92% of the portfolio, ranked #24.

Allen Wealth Management first reported a position in KMB in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Allen Wealth Management held 17,128 shares of Kimberly-Clark worth $1.88M as of Q2 2026.
  • Allen Wealth Management sold 11 Kimberly-Clark shares in Q2 2026, an estimated $1.09K.
  • Kimberly-Clark made up 0.92% of Allen Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Allen Wealth Management first reported a position in Kimberly-Clark in Q4 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.