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Glassman Wealth Services’s Kimberly-Clark KMB Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-635
Closed -$77.2K – 1038
2023
Q4 		$77.2K Sell
635
-9
-1% -$1.09K 0.01% 350
2023
Q3 		$77.8K Buy
644
+41
+7% +$5.3K 0.01% 321
2023
Q2 		$83.3K Buy
603
+147
+32% +$20.5K 0.01% 293
2023
Q1 		$61.2K Sell
456
-54
-11% -$7.01K 0.01% 365
2022
Q4 		$69.2K Buy
510
+6
+1% +$762 0.01% 338
2022
Q3 		$57K Buy
504
+20
+4% +$2.6K 0.01% 355
2022
Q2 		$65K Buy
484
+221
+84% +$29.1K 0.01% 338
2022
Q1 		$32K Sell
263
-133
-34% -$17.6K 0.01% 508
2021
Q4 		$57K Buy
396
+29
+8% +$3.9K 0.01% 341
2021
Q3 		$49K Buy
367
+15
+4% +$2.04K 0.01% 369
2021
Q2 		$47K Sell
352
-6
-2% -$800 0.01% 373
2021
Q1 		$50K Buy
358
+76
+27% +$10.1K 0.01% 322
2020
Q4 		$38K Buy
282
+50
+22% +$7K 0.01% 383
2020
Q3 		$34K Buy
232
+65
+39% +$9.76K 0.01% 353
2020
Q2 		$24K Sell
167
-30
-15% -$4.14K 0.01% 359
2020
Q1 		$25K Sell
197
-1
-0.5% -$138 0.01% 315
2019
Q4 		$27K Buy
198
+24
+14% +$3.25K 0.01% 336
2019
Q3 		$25K Buy
174
+103
+145% +$14.2K 0.01% 326
2019
Q2 		$9K Buy
71
+29
+69% +$3.74K ﹤0.01% 476
2019
Q1 		$5K Buy
42
+28
+200% +$3.25K ﹤0.01% 547
2018
Q4 		$2K Buy
14
+5
+56% +$555 ﹤0.01% 554
2018
Q3 		$1K Hold
9
– – ﹤0.01% 698
2018
Q2 		$1K Buy
+9
New +$935 ﹤0.01% 675
2018
Q1 		– Sell
-10
Closed -$1K – 828
2017
Q4 		$1K Buy
10
+7
+233% +$816 ﹤0.01% 581
2017
Q3 		$0 Hold
3
– – ﹤0.01% 589
2017
Q2 		$0 Buy
+3
New +$390 ﹤0.01% 611
2016
Q1 		– Sell
-222
Closed -$28K – 433
2015
Q4 		$28K Buy
+222
New +$26.7K 0.03% 190

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's KMB Position: Q1 2024 in Review

Glassman Wealth Services sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 635 shares — an estimated $77.2K sold.

Glassman Wealth Services first reported a position in KMB in Q4 2015 and held it in 27 quarters. The position peaked at $83.3K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 635 Kimberly-Clark shares in Q1 2024, an estimated $77.2K.
  • Glassman Wealth Services first reported a position in Kimberly-Clark in Q4 2015 and held it in 27 quarters.
  • Glassman Wealth Services's Kimberly-Clark position peaked at $83.3K in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.