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CBIZ Investment Advisory Services’s Kimberly-Clark KMB Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-78
Closed -$7.97K – 596
2025
Q4 		$7.97K Buy
78
+34
+77% +$3.72K ﹤0.01% 423
2025
Q3 		$5.53K Sell
44
-4
-8% -$517 ﹤0.01% 432
2025
Q2 		$6.24K Buy
+48
New +$6.51K ﹤0.01% 410

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBIZ Investment Advisory Services's KMB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 78 shares — an estimated $7.97K sold.

CBIZ Investment Advisory Services first reported a position in KMB in Q2 2025 and held it in 3 quarters. The position peaked at $7.97K in Q4 2025. 1,657 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 78 Kimberly-Clark shares in Q1 2026, an estimated $7.97K.
  • CBIZ Investment Advisory Services first reported a position in Kimberly-Clark in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Kimberly-Clark position peaked at $7.97K in Q4 2025.
  • 1,657 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.