Aptus Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Aptus Capital Advisors’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 Q1	$1.35M	Sell	13,982 -882	-6%	-$90.3K	0.01%	539
2025 Q4	$1.5M	Sell	14,864 -3,659	-20%	-$400K	0.01%	501
2025 Q3	$2.3M	Buy	18,523 +516	+3%	+$66.7K	0.02%	409
2025 Q2	$2.32M	Sell	18,007 -151	-0.8%	-$20.5K	0.02%	394
2025 Q1	$2.58M	Buy	18,158 +4,569	+34%	+$616K	0.03%	361
2024 Q4	$1.79M	Buy	13,589 +10,285	+311%	+$1.4M	0.02%	413
2024 Q3	$470K	Buy	3,304 +634	+24%	+$89.9K	0.01%	554
2024 Q2	$369K	Buy	2,670 +667	+33%	+$89.1K	0.01%	570
2024 Q1	$259K	Buy	2,003 +322	+19%	+$39.5K	0.01%	666
2023 Q4	$204K	Sell	1,681 -235	-12%	-$28.4K	0.01%	556
2023 Q3	$232K	Buy	+1,916	New	+$248K	0.01%	528
2019 Q4	–	Sell	-307	Closed	-$43K	–	537
2019 Q3	$43K	Buy	+307	New	+$42.2K	﹤0.01%	398
2019 Q2	–	Hold	0	–	–	–	353
2019 Q1	–	Hold	0	–	–	–	317

Other funds holding KMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return