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Cherry Tree Wealth Management’s Kimberly-Clark KMB Stock Holding History

Cherry Tree 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
2026
Q1 		$12K Hold
124
– – ﹤0.01% 395
2025
Q4 		$12.5K Hold
124
– – ﹤0.01% 396
2025
Q3 		$15.4K Hold
124
– – ﹤0.01% 360
2025
Q2 		$16K Hold
124
– – ﹤0.01% 360
2025
Q1 		$17.6K Hold
124
– – ﹤0.01% 364
2024
Q4 		$16.2K Hold
124
– – ﹤0.01% 363
2024
Q3 		$17.6K Hold
124
– – ﹤0.01% 357
2024
Q2 		$17.1K Hold
124
– – ﹤0.01% 343
2024
Q1 		$16K Hold
124
– – ﹤0.01% 338
2023
Q4 		$15.1K Hold
124
– – ﹤0.01% 327
2023
Q3 		$15K Sell
124
-1
-0.8% -$129 ﹤0.01% 309
2023
Q2 		$17.3K Buy
+125
New +$17.4K 0.01% 299

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's KMB Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Kimberly-Clark (KMB) position steady in Q1 2026 at 124 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Cherry Tree Wealth Management first reported a position in KMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.6K in Q3 2024. 1,654 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Cherry Tree Wealth Management held 124 shares of Kimberly-Clark worth $12K as of Q1 2026.
  • Cherry Tree Wealth Management left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #395 holding.
  • Cherry Tree Wealth Management first reported a position in Kimberly-Clark in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Kimberly-Clark position peaked at $17.6K in Q3 2024.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.