Carson Wealth (CWM LLC)
KMB icon

Carson Wealth (CWM LLC)’s Kimberly-Clark KMB Stock Holding History

Carson Wealth (CWM 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
Q1 		$18.6M Buy
192,839
+16,391
+9% +$1.68M 0.05% 355
2025
Q4 		$17.8M Buy
176,448
+1,150
+0.7% +$126K 0.05% 357
2025
Q3 		$21.8M Buy
175,298
+2,452
+1% +$317K 0.07% 253
2025
Q2 		$22.3M Buy
172,846
+3,089
+2% +$419K 0.08% 216
2025
Q1 		$24.1M Sell
169,757
-1,728
-1% -$233K 0.1% 200
2024
Q4 		$22.5M Sell
171,485
-4,105
-2% -$560K 0.09% 190
2024
Q3 		$25M Sell
175,590
-6,915
-4% -$980K 0.11% 175
2024
Q2 		$25.2M Sell
182,505
-6,987
-4% -$933K 0.12% 160
2024
Q1 		$24.5M Sell
189,492
-4,219
-2% -$518K 0.12% 168
2023
Q4 		$23.5M Sell
193,711
-19,070
-9% -$2.3M 0.13% 161
2023
Q3 		$25.7M Sell
212,781
-15,468
-7% -$2M 0.16% 130
2023
Q2 		$31.5M Sell
228,249
-20,937
-8% -$2.91M 0.19% 98
2023
Q1 		$33.4M Sell
249,186
-1,270
-0.5% -$165K 0.23% 90
2022
Q4 		$34M Buy
250,456
+11,642
+5% +$1.48M 0.25% 82
2022
Q3 		$26.9M Buy
238,814
+6,453
+3% +$839K 0.21% 98
2022
Q2 		$31.4M Buy
232,361
+13,937
+6% +$1.84M 0.24% 84
2022
Q1 		$26.9M Buy
218,424
+6,062
+3% +$800K 0.19% 103
2021
Q4 		$30.4M Buy
+212,362
New +$28.6M 0.21% 92
2021
Q2 		$27.5M Hold
205,367
– – 0.22% 91
2021
Q1 		$27.5M Hold
205,367
– – 0.22% 91
2020
Q4 		$27.5M Hold
205,367
– – 0.22% 91
2020
Q3 		$27.5M Hold
205,367
– – 0.22% 91
2020
Q2 		$27.5M Hold
205,367
– – 0.22% 91
2020
Q1 		$27.5M Hold
205,367
– – 0.22% 91
2019
Q4 		$27.5M Hold
205,367
– – 0.22% 91
2019
Q3 		$27.5M Hold
205,367
– – 0.22% 91
2019
Q2 		$27.5M Hold
205,367
– – 0.22% 91
2019
Q1 		$27.5M Buy
205,367
+182,204
+787% +$21.2M 0.22% 91
2018
Q4 		$2.64M Buy
23,163
+18,697
+419% +$2.07M 0.07% 243
2018
Q3 		$508K Buy
4,466
+3,060
+218% +$343K 0.01% 384
2018
Q2 		$148K Sell
1,406
-60
-4% -$6.23K ﹤0.01% 466
2018
Q1 		$161K Hold
1,466
– – 0.01% 388
2017
Q4 		$177K Sell
1,466
-4
-0.3% -$467 0.01% 359
2017
Q3 		$173K Buy
1,470
+98
+7% +$12K 0.01% 343
2017
Q2 		$177K Buy
1,372
+27
+2% +$3.51K 0.01% 318
2017
Q1 		$177K Sell
1,345
-1,053
-44% -$133K 0.01% 304
2016
Q4 		$274K Sell
2,398
-470
-16% -$54.6K 0.02% 252
2016
Q3 		$362K Hold
2,868
– – 0.03% 219
2016
Q2 		$394K Sell
2,868
-182
-6% -$23.8K 0.03% 211
2016
Q1 		$410K Sell
3,050
-3
-0.1% -$390 0.04% 199
2015
Q4 		$389K Sell
3,053
-25
-0.8% -$3K 0.04% 190
2015
Q3 		$336K Buy
3,078
+372
+14% +$41K 0.03% 182
2015
Q2 		$287K Sell
2,706
-820
-23% -$89.3K 0.03% 164
2015
Q1 		$378K Sell
3,526
-1,621
-31% -$179K 0.04% 152
2014
Q4 		$595K Buy
+5,147
New +$571K 0.07% 139
2014
Q2 		– Sell
-1,980
Closed -$209K – 184
2014
Q1 		$209K Buy
1,980
+861
+77% +$89.2K 0.03% 136
2013
Q4 		$112K Buy
1,119
+623
+126% +$62.2K 0.02% 189
2013
Q3 		$45K Buy
+496
New +$46K 0.01% 194

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

Carson Wealth (CWM LLC)'s KMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kimberly-Clark (KMB) stake by 9.3% in Q1 2026, buying an estimated $1.68M and bringing the position to 192,839 shares worth $18.6M. The position accounts for 0.05% of the portfolio, ranked #355.

Carson Wealth (CWM LLC) first reported a position in KMB in Q3 2013 and has held it in 48 quarters since. The position peaked at $34M in Q4 2022. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 192,839 shares of Kimberly-Clark worth $18.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,391 Kimberly-Clark shares in Q1 2026, an estimated $1.68M.
  • Kimberly-Clark made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #355 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kimberly-Clark in Q3 2013 and has held it in 48 quarters since.
  • Carson Wealth (CWM LLC)'s Kimberly-Clark position peaked at $34M in Q4 2022.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.