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Annex Advisory Services’s Kimberly-Clark KMB Stock Holding History

Annex Advisory Services’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 		$703K Buy
6,408
+44
+0.7% +$4.36K 0.01% 220
2026
Q1 		$614K Buy
6,364
+63
+1% +$6.45K 0.01% 228
2025
Q4 		$636K Buy
6,301
+3,224
+105% +$353K 0.01% 221
2025
Q3 		$383K Buy
3,077
+15
+0.5% +$1.94K 0.01% 238
2025
Q2 		$395K Sell
3,062
-318
-9% -$43.1K 0.01% 235
2025
Q1 		$481K Sell
3,380
-84
-2% -$11.3K 0.01% 216
2024
Q4 		$454K Buy
3,464
+302
+10% +$41.2K 0.01% 221
2024
Q3 		$450K Sell
3,162
-259
-8% -$36.7K 0.01% 193
2024
Q2 		$473K Sell
3,421
-109
-3% -$14.6K 0.02% 190
2024
Q1 		$457K Sell
3,530
-956
-21% -$117K 0.02% 186
2023
Q4 		$545K Sell
4,486
-23,658
-84% -$2.86M 0.02% 163
2023
Q3 		$3.4M Buy
28,144
+1,125
+4% +$145K 0.21% 80
2023
Q2 		$3.73M Sell
27,019
-10,331
-28% -$1.44M 0.21% 71
2023
Q1 		$5.01M Sell
37,350
-8,363
-18% -$1.09M 0.27% 58
2022
Q4 		$6.21M Sell
45,713
-7,185
-14% -$913K 0.35% 49
2022
Q3 		$5.95M Sell
52,898
-611
-1% -$79.5K 0.4% 45
2022
Q2 		$7.23M Sell
53,509
-10,729
-17% -$1.41M 0.52% 35
2022
Q1 		$7.91M Sell
64,238
-1,589
-2% -$210K 0.58% 31
2021
Q4 		$9.41M Buy
65,827
+2,088
+3% +$281K 0.64% 23
2021
Q3 		$8.44M Buy
63,739
+7,302
+13% +$993K 0.69% 20
2021
Q2 		$7.55M Buy
56,437
+3,271
+6% +$436K 0.61% 19
2021
Q1 		$7.39M Buy
53,166
+18,878
+55% +$2.51M 0.71% 18
2020
Q4 		$4.62M Buy
34,288
+31,441
+1,104% +$4.4M 0.45% 31
2020
Q3 		$420K Sell
2,847
-192
-6% -$28.8K 0.05% 92
2020
Q2 		$430K Buy
3,039
+162
+6% +$22.4K 0.06% 86
2020
Q1 		$368K Sell
2,877
-342
-11% -$47.3K 0.05% 92
2019
Q4 		$443K Sell
3,219
-461
-13% -$62.4K 0.05% 91
2019
Q3 		$523K Buy
3,680
+136
+4% +$18.7K 0.07% 79
2019
Q2 		$472K Buy
3,544
+50
+1% +$6.45K 0.07% 80
2019
Q1 		$433K Sell
3,494
-460
-12% -$53.5K 0.06% 83
2018
Q4 		$450K Buy
3,954
+455
+13% +$50.5K 0.07% 85
2018
Q3 		$398K Buy
3,499
+151
+5% +$16.9K 0.06% 90
2018
Q2 		$353K Sell
3,348
-163
-5% -$16.9K 0.06% 90
2018
Q1 		$387K Sell
3,511
-704
-17% -$80.1K 0.07% 91
2017
Q4 		$509K Buy
4,215
+49
+1% +$5.71K 0.1% 74
2017
Q3 		$490K Sell
4,166
-62
-1% -$7.57K 0.1% 79
2017
Q2 		$546K Buy
4,228
+1,893
+81% +$246K 0.12% 76
2017
Q1 		$307K Sell
2,335
-4,170
-64% -$526K 0.08% 94
2016
Q4 		$742K Sell
6,505
-98
-1% -$11.4K 0.18% 49
2016
Q3 		$833K Buy
6,603
+96
+1% +$12.4K 0.22% 35
2016
Q2 		$895K Sell
6,507
-346
-5% -$45.3K 0.24% 33
2016
Q1 		$922K Buy
6,853
+666
+11% +$86.6K 0.26% 25
2015
Q4 		$788K Buy
6,187
+742
+14% +$89.1K 0.23% 31
2015
Q3 		$594K Buy
5,445
+1,200
+28% +$132K 0.19% 37
2015
Q2 		$450K Buy
4,245
+1,052
+33% +$115K 0.14% 56
2015
Q1 		$342K Buy
3,193
+1,275
+66% +$141K 0.11% 65
2014
Q4 		$222K Buy
+1,918
New +$213K 0.07% 84

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Annex Advisory Services's KMB Position: Q2 2026 in Review

Annex Advisory Services increased its Kimberly-Clark (KMB) stake by 0.69% in Q2 2026, buying an estimated $4.36K and bringing the position to 6,408 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #220.

Annex Advisory Services first reported a position in KMB in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.41M in Q4 2021. 274 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Annex Advisory Services held 6,408 shares of Kimberly-Clark worth $703K as of Q2 2026.
  • Annex Advisory Services bought 44 Kimberly-Clark shares in Q2 2026, an estimated $4.36K.
  • Kimberly-Clark made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #220 holding.
  • Annex Advisory Services first reported a position in Kimberly-Clark in Q4 2014 and has held it in 47 quarters since.
  • Annex Advisory Services's Kimberly-Clark position peaked at $9.41M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.