Bell Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Bell Investment 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	$6.95K	Sell	72 -24	-25%	-$2.46K	﹤0.01%	826
2025 Q4	$9.69K	Sell	96 -170	-64%	-$18.6K	﹤0.01%	704
2025 Q3	$33.1K	Buy	266 +74	+39%	+$9.56K	0.01%	309
2025 Q2	$24.8K	Buy	192 +9	+5%	+$1.22K	﹤0.01%	372
2025 Q1	$26K	Sell	183 -5	-3%	-$674	﹤0.01%	322
2024 Q4	$24.6K	Sell	188 -18	-9%	-$2.45K	﹤0.01%	337
2024 Q3	$29.3K	Buy	206 +4	+2%	+$567	0.01%	315
2024 Q2	$27.9K	Buy	202 +67	+50%	+$8.95K	0.01%	320
2024 Q1	$17.5K	Sell	135 -6	-4%	-$737	﹤0.01%	411
2023 Q4	$17.1K	Sell	141 -4	-3%	-$483	﹤0.01%	390
2023 Q3	$17.5K	Sell	145 -47	-24%	-$6.07K	﹤0.01%	345
2023 Q2	$26.5K	Buy	192 +3	+2%	+$418	0.01%	257
2023 Q1	$25.4K	Hold	189	–	–	0.01%	260
2022 Q4	$25.7K	Buy	189 +177	+1,475%	+$22.5K	0.01%	256
2022 Q3	$1K	Sell	12 -46	-79%	-$5.98K	﹤0.01%	1457
2022 Q2	$8K	Buy	+58	New	+$7.64K	﹤0.01%	503
2021 Q4	$11K	Sell	77 -25	-25%	-$3.37K	﹤0.01%	464
2021 Q3	$14K	Buy	+102	New	+$13.9K	﹤0.01%	369

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