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

Endowment 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	$255K	Buy	2,642 +33	+1%	+$3.38K	0.11%	132
2025 Q4	$263K	Buy	2,609 +6	+0.2%	+$656	0.12%	122
2025 Q3	$324K	Buy	2,603 +25	+1%	+$3.23K	0.15%	109
2025 Q2	$332K	Buy	2,578 +24	+0.9%	+$3.25K	0.17%	102
2025 Q1	$363K	Buy	2,554 +63	+3%	+$8.49K	0.23%	85
2024 Q4	$326K	Buy	2,491 +21	+0.9%	+$2.86K	0.22%	93
2024 Q3	$351K	Buy	2,470 +21	+0.9%	+$2.98K	0.23%	87
2024 Q2	$338K	Buy	2,449 +23	+0.9%	+$3.07K	0.25%	86
2024 Q1	$314K	Buy	2,426 +23	+1%	+$2.82K	0.24%	90
2023 Q4	$292K	Buy	2,403 +23	+1%	+$2.78K	0.24%	96
2023 Q3	$288K	Buy	2,380 +20	+0.8%	+$2.58K	0.26%	95
2023 Q2	$326K	Buy	2,360 +20	+0.9%	+$2.78K	0.3%	88
2023 Q1	$314K	Buy	2,340 +20	+0.9%	+$2.6K	0.32%	83
2022 Q4	$315K	Buy	2,320 +29	+1%	+$3.69K	0.35%	69
2022 Q3	$258K	Buy	2,291 +19	+0.8%	+$2.47K	0.31%	83
2022 Q2	$307K	Buy	2,272 +41	+2%	+$5.4K	0.37%	70
2022 Q1	$275K	Buy	2,231 +18	+0.8%	+$2.38K	0.29%	81
2021 Q4	$316K	Buy	+2,213	New	+$298K	0.32%	66

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Endowment Wealth Management's KMB Position: Q1 2026 in Review

Endowment Wealth Management increased its Kimberly-Clark (KMB) stake by 1.3% in Q1 2026, buying an estimated $3.38K and bringing the position to 2,642 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #132.

Endowment Wealth Management first reported a position in KMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $363K in Q1 2025. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Endowment Wealth Management held 2,642 shares of Kimberly-Clark worth $255K as of Q1 2026.
Endowment Wealth Management bought 33 Kimberly-Clark shares in Q1 2026, an estimated $3.38K.
Kimberly-Clark made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #132 holding.
Endowment Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 18 quarters since.
Endowment Wealth Management's Kimberly-Clark position peaked at $363K in Q1 2025.
1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.