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Bell & Brown Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Bell & Brown Wealth 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 		$1.83M Buy
18,935
+2,216
+13% +$227K 0.59% 51
2025
Q4 		$1.69M Sell
16,719
-555
-3% -$60.7K 0.54% 47
2025
Q3 		$2.15M Sell
17,274
-19
-0.1% -$2.46K 0.7% 44
2025
Q2 		$2.23M Buy
17,293
+163
+1% +$22.1K 0.8% 44
2025
Q1 		$2.44M Buy
17,130
+608
+4% +$81.9K 0.95% 42
2024
Q4 		$2.17M Buy
16,522
+895
+6% +$122K 0.81% 45
2024
Q3 		$2.22M Buy
15,627
+399
+3% +$56.6K 0.87% 43
2024
Q2 		$2.1M Buy
15,228
+1,164
+8% +$155K 0.81% 43
2024
Q1 		$1.82M Buy
14,064
+514
+4% +$63.1K 0.78% 47
2023
Q4 		$1.65M Buy
+13,550
New +$1.64M 0.76% 46
2023
Q2 		$1.8M Sell
13,044
-367
-3% -$51.1K 0.9% 45
2023
Q1 		$1.8M Buy
13,411
+60
+0.4% +$7.79K 0.96% 46
2022
Q4 		$1.81M Sell
13,351
-3
-0% -$381 1% 46
2022
Q3 		$1.5M Buy
13,354
+322
+2% +$41.9K 0.93% 46
2022
Q2 		$1.76M Buy
13,032
+605
+5% +$79.7K 0.94% 47
2022
Q1 		$1.53M Buy
12,427
+122
+1% +$16.1K 0.69% 49
2021
Q4 		$1.63M Buy
12,305
+1,215
+11% +$164K 0.79% 48
2021
Q3 		$1.47M Buy
+11,090
New +$1.51M 0.79% 48
2020
Q3 		$1.17M Sell
7,855
-231
-3% -$34.7K 0.84% 45
2020
Q2 		$1.26M Sell
8,086
-40
-0.5% -$5.52K 0.98% 38
2020
Q1 		$1.12M Sell
8,126
-172
-2% -$23.8K 1.04% 37
2019
Q4 		$1.18M Buy
8,298
+236
+3% +$31.9K 0.88% 46
2019
Q3 		$1.14M Buy
8,062
+27
+0.3% +$3.71K 0.94% 45
2019
Q2 		$1.07M Buy
8,035
+50
+0.6% +$6.45K 0.94% 46
2019
Q1 		$989K Buy
7,985
+58
+0.7% +$6.74K 0.9% 49
2018
Q4 		$903K Sell
7,927
-156
-2% -$17.3K 0.97% 44
2018
Q3 		$843K Buy
8,083
+1,053
+15% +$118K 0.78% 52
2018
Q2 		$741K Buy
+7,030
New +$730K 0.73% 54

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

Bell & Brown Wealth Advisors's KMB Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Kimberly-Clark (KMB) stake by 13% in Q1 2026, buying an estimated $227K and bringing the position to 18,935 shares worth $1.83M. The position accounts for 0.59% of the portfolio, ranked #51.

Bell & Brown Wealth Advisors first reported a position in KMB in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.44M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Bell & Brown Wealth Advisors held 18,935 shares of Kimberly-Clark worth $1.83M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 2,216 Kimberly-Clark shares in Q1 2026, an estimated $227K.
  • Kimberly-Clark made up 0.59% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Bell & Brown Wealth Advisors first reported a position in Kimberly-Clark in Q2 2018 and has held it in 28 quarters since.
  • Bell & Brown Wealth Advisors's Kimberly-Clark position peaked at $2.44M in Q1 2025.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.