AWM
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Avaii Wealth Management’s Kimberly-Clark KMB Stock Holding History

Avaii Wealth Management’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 		$1.11M Hold
11,530
– – 0.39% 33
2025
Q4 		$1.16M Buy
11,530
+46
+0.4% +$5.03K 0.42% 32
2025
Q3 		$1.43M Buy
11,484
+642
+6% +$83K 0.54% 26
2025
Q2 		$1.4M Hold
10,842
– – 0.62% 22
2025
Q1 		$1.54M Hold
10,842
– – 0.82% 20
2024
Q4 		$1.42M Sell
10,842
-511
-5% -$69.7K 0.7% 22
2024
Q3 		$1.62M Sell
11,353
-61
-0.5% -$8.65K 0.82% 20
2024
Q2 		$1.58M Sell
11,414
-124
-1% -$16.6K 0.87% 23
2024
Q1 		$1.49M Sell
11,538
-238
-2% -$29.2K 0.88% 21
2023
Q4 		$1.43M Buy
11,776
+232
+2% +$28K 0.93% 15
2023
Q3 		$1.4M Sell
11,544
-82
-0.7% -$10.6K 1.06% 16
2023
Q2 		$1.61M Buy
11,626
+82
+0.7% +$11.4K 1.23% 14
2023
Q1 		$1.55M Buy
11,544
+1,000
+9% +$130K 1.35% 16
2022
Q4 		$1.43M Sell
10,544
-17
-0.2% -$2.16K 1.28% 18
2022
Q3 		$1.19M Sell
10,561
-284
-3% -$36.9K 1.24% 17
2022
Q2 		$1.47M Sell
10,845
-400
-4% -$52.7K 1.57% 13
2022
Q1 		$1.39M Sell
11,245
-521
-4% -$68.8K 1.28% 14
2021
Q4 		$1.68M Buy
+11,766
New +$1.58M 1.69% 12

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Avaii Wealth Management's KMB Position: Q1 2026 in Review

Avaii Wealth Management held its Kimberly-Clark (KMB) position steady in Q1 2026 at 11,530 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #33.

Avaii Wealth Management first reported a position in KMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Avaii Wealth Management held 11,530 shares of Kimberly-Clark worth $1.11M as of Q1 2026.
  • Avaii Wealth Management left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up 0.39% of Avaii Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Avaii Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's Kimberly-Clark position peaked at $1.68M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.