HWMO
KMB icon

Heritage Wealth Management (Ohio)’s Kimberly-Clark KMB Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-3,380
Closed -$341K – 201
2025
Q4 		$341K Hold
3,380
– – 0.09% 188
2025
Q3 		$420K Hold
3,380
– – 0.12% 161
2025
Q2 		$436K Hold
3,380
– – 0.14% 155
2025
Q1 		$481K Hold
3,380
– – 0.16% 137
2024
Q4 		$443K Hold
3,380
– – 0.15% 145
2024
Q3 		$481K Hold
3,380
– – 0.16% 141
2024
Q2 		$467K Buy
+3,380
New +$451K 0.16% 138

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Heritage Wealth Management (Ohio)'s KMB Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 3,380 shares — an estimated $341K sold.

Heritage Wealth Management (Ohio) first reported a position in KMB in Q2 2024 and held it in 7 quarters. The position peaked at $481K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,380 Kimberly-Clark shares in Q1 2026, an estimated $341K.
  • Heritage Wealth Management (Ohio) first reported a position in Kimberly-Clark in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Kimberly-Clark position peaked at $481K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.