GeoWealth Management’s Kimberly-Clark KMB Stock Holding History

GeoWealth 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	$208K	Buy	2,158 +866	+67%	+$88.6K	0.01%	712
2025 Q4	$130K	Sell	1,292 -1,357	-51%	-$148K	﹤0.01%	705
2025 Q3	$329K	Buy	2,649 +559	+27%	+$72.3K	0.01%	561
2025 Q2	$269K	Buy	2,090 +341	+19%	+$46.2K	0.01%	573
2025 Q1	$249K	Sell	1,749 -274	-14%	-$36.9K	0.01%	596
2024 Q4	$265K	Sell	2,023 -388	-16%	-$52.9K	0.01%	661
2024 Q3	$343K	Sell	2,411 -59	-2%	-$8.37K	0.01%	568
2024 Q2	$341K	Buy	2,470 +400	+19%	+$53.4K	0.01%	544
2024 Q1	$268K	Buy	2,070 +733	+55%	+$90K	0.01%	603
2023 Q4	$163K	Buy	1,337 +1,122	+522%	+$136K	0.01%	535
2023 Q3	$26K	Sell	215 -97	-31%	-$12.5K	﹤0.01%	424
2023 Q2	$43K	Buy	312 +153	+96%	+$21.3K	﹤0.01%	338
2023 Q1	$21K	Buy	159 +7	+5%	+$909	﹤0.01%	319
2022 Q4	$21K	Sell	152 -23	-13%	-$2.92K	﹤0.01%	317
2022 Q3	$19K	Buy	175 +25	+17%	+$3.25K	﹤0.01%	316
2022 Q2	$20K	Buy	150 +18	+14%	+$2.37K	﹤0.01%	302
2022 Q1	$16K	Buy	132 +6	+5%	+$792	﹤0.01%	378
2021 Q4	$18K	Hold	126	–	–	﹤0.01%	360
2021 Q3	$17K	Sell	126 -262	-68%	-$35.6K	﹤0.01%	377
2021 Q2	$52K	Buy	+388	New	+$51.8K	0.01%	253

Other funds holding KMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

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

Geode Capital Management

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

Massachusetts Financial Services

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

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