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Forum Financial Management’s Kimberly-Clark KMB Stock Holding History

Forum Financial 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
Q2 		$853K Buy
7,772
+290
+4% +$28.7K 0.01% 148
2026
Q1 		$722K Sell
7,482
-2,897
-28% -$296K 0.01% 154
2025
Q4 		$1.05M Sell
10,379
-49
-0.5% -$5.36K 0.01% 241
2025
Q3 		$1.3M Buy
10,428
+268
+3% +$34.6K 0.02% 197
2025
Q2 		$1.31M Buy
10,160
+192
+2% +$26K 0.02% 178
2025
Q1 		$1.42M Buy
9,968
+62
+0.6% +$8.35K 0.02% 165
2024
Q4 		$1.3M Buy
9,906
+1,292
+15% +$176K 0.02% 166
2024
Q3 		$1.23M Buy
8,614
+745
+9% +$106K 0.02% 159
2024
Q2 		$1.09M Sell
7,869
-10
-0.1% -$1.34K 0.02% 161
2024
Q1 		$1.02M Sell
7,879
-73
-0.9% -$8.96K 0.02% 190
2023
Q4 		$966K Sell
7,952
-540
-6% -$65.3K 0.02% 171
2023
Q3 		$1.03M Buy
8,492
+373
+5% +$48.2K 0.02% 157
2023
Q2 		$1.12M Buy
8,119
+536
+7% +$74.6K 0.03% 148
2023
Q1 		$1.02M Buy
7,583
+591
+8% +$76.8K 0.03% 140
2022
Q4 		$949K Buy
+6,992
New +$888K 0.03% 141
2022
Q3 		– Sell
-2,768
Closed -$374K – 576
2022
Q2 		$374K Buy
+2,768
New +$365K 0.02% 294
2022
Q1 		– Sell
-1,533
Closed -$219K – 646
2021
Q4 		$219K Buy
+1,533
New +$206K 0.01% 575

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Forum Financial Management's KMB Position: Q2 2026 in Review

Forum Financial Management increased its Kimberly-Clark (KMB) stake by 3.9% in Q2 2026, buying an estimated $28.7K and bringing the position to 7,772 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #148.

Forum Financial Management first reported a position in KMB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.42M in Q1 2025. 767 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Forum Financial Management held 7,772 shares of Kimberly-Clark worth $853K as of Q2 2026.
  • Forum Financial Management bought 290 Kimberly-Clark shares in Q2 2026, an estimated $28.7K.
  • Kimberly-Clark made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #148 holding.
  • Forum Financial Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Kimberly-Clark position peaked at $1.42M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.