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Appleton Partners’s Kimberly-Clark KMB Stock Holding History

Appleton Partners’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
Q1 		– Sell
-2,346
Closed -$307K – 252
2024
Q4 		$307K Sell
2,346
-43
-2% -$5.86K 0.02% 216
2024
Q3 		$340K Sell
2,389
-13
-0.5% -$1.84K 0.03% 208
2024
Q2 		$332K Buy
2,402
+113
+5% +$15.1K 0.03% 207
2024
Q1 		$296K Hold
2,289
– – 0.02% 229
2023
Q4 		$278K Sell
2,289
-120
-5% -$14.5K 0.02% 256
2023
Q3 		$291K Hold
2,409
– – 0.03% 245
2023
Q2 		$333K Sell
2,409
-1,000
-29% -$139K 0.03% 235
2023
Q1 		$458K Buy
+3,409
New +$443K 0.04% 210
2020
Q1 		– Sell
-1,541
Closed -$212K – 274
2019
Q4 		$212K Buy
1,541
+97
+7% +$13.1K 0.02% 284
2019
Q3 		$205K Buy
+1,444
New +$198K 0.02% 272
2018
Q2 		– Sell
-1,927
Closed -$212K – 263
2018
Q1 		$212K Sell
1,927
-147
-7% -$16.7K 0.03% 248
2017
Q4 		$250K Sell
2,074
-204
-9% -$23.8K 0.04% 235
2017
Q3 		$268K Buy
2,278
+688
+43% +$84K 0.05% 208
2017
Q2 		$205K Sell
1,590
-70
-4% -$9.11K 0.03% 235
2017
Q1 		$219K Sell
1,660
-134
-7% -$16.9K 0.04% 216
2016
Q4 		$205K Buy
+1,794
New +$208K 0.04% 199
2016
Q3 		– Sell
-1,604
Closed -$221K – 218
2016
Q2 		$221K Hold
1,604
– – 0.05% 193
2016
Q1 		$216K Sell
1,604
-125
-7% -$16.3K 0.04% 197
2015
Q4 		$220K Buy
+1,729
New +$208K 0.04% 201

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Appleton Partners's KMB Position: Q1 2025 in Review

Appleton Partners sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 2,346 shares — an estimated $307K sold.

Appleton Partners first reported a position in KMB in Q4 2015 and held it in 19 quarters. The position peaked at $458K in Q1 2023. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Appleton Partners reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Appleton Partners sold 2,346 Kimberly-Clark shares in Q1 2025, an estimated $307K.
  • Appleton Partners first reported a position in Kimberly-Clark in Q4 2015 and held it in 19 quarters.
  • Appleton Partners's Kimberly-Clark position peaked at $458K in Q1 2023.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Appleton Partners's 13F filing for Q1 2025, filed 22 Apr 2025.