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Asset Planning Inc’s Kimberly-Clark KMB Stock Holding History

Asset Planning Inc’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 		$55.7K Buy
507
+1
+0.2% +$99 0.04% 151
2026
Q1 		$48.8K Buy
506
+2
+0.4% +$205 0.03% 152
2025
Q4 		$50.8K Sell
504
-6,226
-93% -$681K 0.04% 144
2025
Q3 		$837K Sell
6,730
-282
-4% -$36.5K 0.61% 31
2025
Q2 		$904K Buy
7,012
+1
+0% +$136 0.68% 27
2025
Q1 		$997K Buy
7,011
+1
+0% +$135 0.78% 26
2024
Q4 		$919K Buy
+7,010
New +$956K 0.7% 30

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Asset Planning Inc's KMB Position: Q2 2026 in Review

Asset Planning Inc increased its Kimberly-Clark (KMB) stake by 0.2% in Q2 2026, buying an estimated $99 and bringing the position to 507 shares worth $55.7K. The position accounts for 0.04% of the portfolio, ranked #151.

Asset Planning Inc first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Asset Planning Inc held 507 shares of Kimberly-Clark worth $55.7K as of Q2 2026.
  • Asset Planning Inc bought 1 Kimberly-Clark share in Q2 2026, an estimated $99.
  • Kimberly-Clark made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #151 holding.
  • Asset Planning Inc first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Kimberly-Clark position peaked at $997K in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.