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Apexium Financial’s Kimberly-Clark KMB Stock Holding History

Apexium Financial’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 		$1.13M Sell
9,004
-875
-9% -$113K 0.06% 124
2025
Q2 		$1.29M Sell
9,879
-2,455
-20% -$333K 0.07% 108
2025
Q1 		$1.77M Buy
12,334
+3,081
+33% +$415K 0.11% 93
2024
Q4 		$1.22M Buy
9,253
+6,837
+283% +$932K 0.07% 93
2024
Q3 		$346K Buy
2,416
+197
+9% +$27.9K 0.02% 175
2024
Q2 		$309K Buy
2,219
+18
+0.8% +$2.4K 0.02% 177
2024
Q1 		$285K Hold
2,201
– – 0.02% 186
2023
Q4 		$267K Buy
2,201
+100
+5% +$12.1K 0.02% 224
2023
Q3 		$257K Sell
2,101
-393
-16% -$50.8K 0.03% 185
2023
Q2 		$347K Sell
2,494
-17
-0.7% -$2.37K 0.03% 164
2023
Q1 		$337K Sell
2,511
-27
-1% -$3.51K 0.03% 162
2022
Q4 		$345K Sell
2,538
-88
-3% -$11.2K 0.04% 155
2022
Q3 		$296K Buy
+2,626
New +$341K 0.04% 151

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Apexium Financial's KMB Position: Q3 2025 in Review

Apexium Financial reduced its Kimberly-Clark (KMB) stake by 8.9% in Q3 2025, selling an estimated $113K and leaving 9,004 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #124.

Apexium Financial first reported a position in KMB in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2025. 1,719 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Apexium Financial held 9,004 shares of Kimberly-Clark worth $1.13M as of Q3 2025.
  • Apexium Financial sold 875 Kimberly-Clark shares in Q3 2025, an estimated $113K.
  • Kimberly-Clark made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #124 holding.
  • Apexium Financial first reported a position in Kimberly-Clark in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Kimberly-Clark position peaked at $1.77M in Q1 2025.
  • 1,719 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.