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Family Legacy Financial Solutions’s Kimberly-Clark KMB Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-20
Closed -$2.52K – 144
2025
Q3 		$2.52K Hold
20
– – ﹤0.01% 215
2025
Q2 		$2.59K Buy
+20
New +$2.71K ﹤0.01% 191

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's KMB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 20 shares — an estimated $2.52K sold.

Family Legacy Financial Solutions first reported a position in KMB in Q2 2025 and held it in 2 quarters. The position peaked at $2.59K in Q2 2025. 1,682 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 20 Kimberly-Clark shares in Q4 2025, an estimated $2.52K.
  • Family Legacy Financial Solutions first reported a position in Kimberly-Clark in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Kimberly-Clark position peaked at $2.59K in Q2 2025.
  • 1,682 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.