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Glass Jacobson Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Glass Jacobson Investment Advisors’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
-2,137
Closed -$280K – 701
2025
Q1 		$280K Hold
2,137
– – 0.09% 200
2024
Q4 		$280K Sell
2,137
-139
-6% -$18.9K 0.09% 200
2024
Q3 		$324K Sell
2,276
-100
-4% -$14.2K 0.11% 178
2024
Q2 		$328K Hold
2,376
– – 0.12% 177
2024
Q1 		$307K Sell
2,376
-100
-4% -$12.3K 0.12% 177
2023
Q4 		$301K Sell
2,476
-200
-7% -$24.2K 0.12% 168
2023
Q3 		$323K Sell
2,676
-150
-5% -$19.4K 0.15% 154
2023
Q2 		$390K Buy
+2,826
New +$393K 0.18% 142
2022
Q4 		$393K Buy
+2,898
New +$368K 0.19% 140

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

Glass Jacobson Investment Advisors's KMB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 2,137 shares — an estimated $280K sold.

Glass Jacobson Investment Advisors first reported a position in KMB in Q4 2022 and held it in 9 quarters. The position peaked at $393K in Q4 2022. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2,137 Kimberly-Clark shares in Q2 2025, an estimated $280K.
  • Glass Jacobson Investment Advisors first reported a position in Kimberly-Clark in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Kimberly-Clark position peaked at $393K in Q4 2022.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.