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

Defined 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
2025
Q2 		– Sell
-1,439
Closed -$205K – 109
2025
Q1 		$205K Buy
+1,439
New +$194K 0.14% 106
2024
Q4 		– Sell
-1,421
Closed -$202K – 109
2024
Q3 		$202K Buy
+1,421
New +$201K 0.13% 108
2022
Q1 		– Sell
-1,400
Closed -$200K – 95
2021
Q4 		$200K Buy
+1,400
New +$188K 0.16% 95
2021
Q2 		– Sell
-1,475
Closed -$205K – 95
2021
Q1 		$205K Hold
1,475
– – 0.19% 90
2020
Q4 		$199K Buy
+1,475
New +$207K 0.2% 91

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Defined Wealth Management's KMB Position: Q2 2025 in Review

Defined Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,439 shares — an estimated $205K sold.

Defined Wealth Management first reported a position in KMB in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q1 2021. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Defined Wealth Management reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Defined Wealth Management sold 1,439 Kimberly-Clark shares in Q2 2025, an estimated $205K.
  • Defined Wealth Management first reported a position in Kimberly-Clark in Q4 2020 and held it in 5 quarters.
  • Defined Wealth Management's Kimberly-Clark position peaked at $205K in Q1 2021.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Defined Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.