BWM
KMB icon

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

BT 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
2022
Q2 		$658K Hold
4,866
– – 0.18% 33
2022
Q1 		$599K Hold
4,866
– – 0.16% 35
2021
Q4 		$695K Buy
+4,866
New +$655K 0.19% 32

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BT Wealth Management's KMB Position: Q2 2022 in Review

BT Wealth Management held its Kimberly-Clark (KMB) position steady in Q2 2022 at 4,866 shares worth $658K. The position accounts for 0.18% of the portfolio, ranked #33.

BT Wealth Management first reported a position in KMB in Q4 2021 and has held it in 3 quarters since. The position peaked at $695K in Q4 2021. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • BT Wealth Management held 4,866 shares of Kimberly-Clark worth $658K as of Q2 2022.
  • BT Wealth Management left its Kimberly-Clark share count unchanged in Q2 2022.
  • Kimberly-Clark made up 0.18% of BT Wealth Management's portfolio in Q2 2022, its #33 holding.
  • BT Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 3 quarters since.
  • BT Wealth Management's Kimberly-Clark position peaked at $695K in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.