Avion Wealth’s Kimberly-Clark KMB Stock Holding History

Avion Wealth’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	$12K	Buy	130 +99	+319%	+$10.1K	﹤0.01%	445
2025 Q4	$3K	Sell	31 -57	-65%	-$6.23K	﹤0.01%	794
2025 Q3	$10K	Sell	88 -8	-8%	-$1.03K	﹤0.01%	481
2025 Q2	$12K	Sell	96 -39	-29%	-$5.29K	﹤0.01%	422
2025 Q1	$17K	Hold	135	–	–	﹤0.01%	310
2024 Q4	$17K	Sell	135 -3	-2%	-$409	﹤0.01%	310
2024 Q3	$19K	Buy	138 +7	+5%	+$992	0.01%	268
2024 Q2	$18K	Buy	131 +8	+7%	+$1.07K	0.01%	245
2024 Q1	$16K	Buy	123 +16	+15%	+$1.96K	﹤0.01%	248
2023 Q4	$13K	Buy	107 +91	+569%	+$11K	﹤0.01%	250
2023 Q3	$1K	Buy	16 +3	+23%	+$388	﹤0.01%	663
2023 Q2	$1K	Buy	13 +9	+225%	+$1.25K	﹤0.01%	597
2023 Q1	$0	Buy	+4	New	+$520	﹤0.01%	666

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