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

Altium 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
2022
Q2 		$1.36M Buy
10,078
+2,192
+28% +$289K 0.1% 130
2022
Q1 		$971K Buy
7,886
+322
+4% +$42.5K 0.06% 168
2021
Q4 		$1.08M Buy
7,564
+1,457
+24% +$196K 0.07% 144
2021
Q3 		$809K Buy
6,107
+852
+16% +$116K 0.06% 159
2021
Q2 		$703K Buy
5,255
+933
+22% +$124K 0.05% 169
2021
Q1 		$601K Buy
4,322
+2,140
+98% +$284K 0.05% 186
2020
Q4 		$294K Sell
2,182
-55
-2% -$7.7K 0.03% 287
2020
Q3 		$330K Sell
2,237
-688
-24% -$103K 0.03% 248
2020
Q2 		$413K Sell
2,925
-3,934
-57% -$543K 0.05% 216
2020
Q1 		$877K Buy
6,859
+261
+4% +$36.1K 0.12% 89
2019
Q4 		$908K Sell
6,598
-64
-1% -$8.66K 0.11% 106
2019
Q3 		$946K Sell
6,662
-28
-0.4% -$3.85K 0.13% 97
2019
Q2 		$892K Buy
6,690
+13
+0.2% +$1.68K 0.13% 97
2019
Q1 		$827K Sell
6,677
-238
-3% -$27.7K 0.13% 102
2018
Q4 		$788K Sell
6,915
-9,146
-57% -$1.01M 0.15% 95
2018
Q3 		$1.82M Sell
16,061
-41
-0.3% -$4.6K 0.35% 43
2018
Q2 		$1.7M Buy
+16,102
New +$1.67M 0.45% 41

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's KMB Position: Q2 2022 in Review

Altium Wealth Management increased its Kimberly-Clark (KMB) stake by 28% in Q2 2022, buying an estimated $289K and bringing the position to 10,078 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #130.

Altium Wealth Management first reported a position in KMB in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.82M in Q3 2018. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • Altium Wealth Management held 10,078 shares of Kimberly-Clark worth $1.36M as of Q2 2022.
  • Altium Wealth Management bought 2,192 Kimberly-Clark shares in Q2 2022, an estimated $289K.
  • Kimberly-Clark made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #130 holding.
  • Altium Wealth Management first reported a position in Kimberly-Clark in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's Kimberly-Clark position peaked at $1.82M in Q3 2018.
  • 1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.