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BKM Wealth Management’s Kimberly-Clark KMB Stock Holding History

BKM 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
2024
Q2 		– Sell
-850
Closed -$110K – 172
2024
Q1 		$110K Buy
850
+102
+14% +$12.5K 0.05% 179
2023
Q4 		$90.9K Buy
+748
New +$90.4K 0.04% 210

Other funds holding KMB

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BKM Wealth Management's KMB Position: Q2 2024 in Review

BKM Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 850 shares — an estimated $110K sold.

BKM Wealth Management first reported a position in KMB in Q4 2023 and held it in 2 quarters. The position peaked at $110K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • BKM Wealth Management reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 850 Kimberly-Clark shares in Q2 2024, an estimated $110K.
  • BKM Wealth Management first reported a position in Kimberly-Clark in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Kimberly-Clark position peaked at $110K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.