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Bogart Wealth LLC’s Kimberly-Clark KMB Stock Holding History

Bogart Wealth LLC’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
Q2 		$159K Buy
1,444
+95
+7% +$9.41K 0.01% 325
2026
Q1 		$130K Buy
1,349
+532
+65% +$54.4K 0.01% 325
2025
Q4 		$82.5K Buy
817
+100
+14% +$10.9K ﹤0.01% 363
2025
Q3 		$89.1K Buy
717
+6
+0.8% +$776 ﹤0.01% 344
2025
Q2 		$91.6K Buy
711
+306
+76% +$41.5K ﹤0.01% 337
2025
Q1 		$57.6K Buy
405
+5
+1% +$674 ﹤0.01% 393
2024
Q4 		$52.4K Hold
400
– – ﹤0.01% 405
2024
Q3 		$56.9K Hold
400
– – ﹤0.01% 387
2024
Q2 		$55.3K Buy
400
+50
+14% +$6.68K ﹤0.01% 389
2024
Q1 		$45.3K Sell
350
-100
-22% -$12.3K ﹤0.01% 399
2023
Q4 		$54.7K Hold
450
– – ﹤0.01% 364
2023
Q3 		$54.4K Hold
450
– – ﹤0.01% 337
2023
Q2 		$62.1K Hold
450
– – ﹤0.01% 306
2023
Q1 		$60.4K Sell
450
-1
-0.2% -$130 ﹤0.01% 294
2022
Q4 		$61.2K Hold
451
– – ﹤0.01% 280
2022
Q3 		$51K Hold
451
– – ﹤0.01% 297
2022
Q2 		$61K Buy
451
+351
+351% +$46.2K 0.01% 261
2022
Q1 		$12K Hold
100
– – ﹤0.01% 469
2021
Q4 		$14K Sell
100
-100
-50% -$13.5K ﹤0.01% 434
2021
Q3 		$27K Hold
200
– – ﹤0.01% 317
2021
Q2 		$27K Buy
+200
New +$26.7K ﹤0.01% 306

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's KMB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Kimberly-Clark (KMB) stake by 7% in Q2 2026, buying an estimated $9.41K and bringing the position to 1,444 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #325.

Bogart Wealth LLC first reported a position in KMB in Q2 2021 and has held it in 21 quarters since. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Bogart Wealth LLC held 1,444 shares of Kimberly-Clark worth $159K as of Q2 2026.
  • Bogart Wealth LLC bought 95 Kimberly-Clark shares in Q2 2026, an estimated $9.41K.
  • Kimberly-Clark made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #325 holding.
  • Bogart Wealth LLC first reported a position in Kimberly-Clark in Q2 2021 and has held it in 21 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.