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IAG Wealth Partners’s Kimberly-Clark KMB Stock Holding History

IAG Wealth Partners’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 		$36K Hold
328
– – ﹤0.01% 247
2026
Q1 		$31.6K Sell
328
-150
-31% -$15.4K ﹤0.01% 249
2025
Q4 		$48.2K Hold
478
– – 0.01% 214
2025
Q3 		$59.4K Sell
478
-82
-15% -$10.6K 0.01% 198
2025
Q2 		$72.2K Hold
560
– – 0.01% 179
2025
Q1 		$79.6K Hold
560
– – 0.01% 161
2024
Q4 		$73.4K Buy
560
+362
+183% +$49.4K 0.01% 166
2024
Q3 		$28.2K Hold
198
– – 0.01% 244
2024
Q2 		$27.4K Hold
198
– – 0.01% 240
2024
Q1 		$25.6K Sell
198
-300
-60% -$36.8K 0.01% 219
2023
Q4 		$60.5K Hold
498
– – 0.01% 145
2023
Q3 		$60.2K Hold
498
– – 0.02% 136
2023
Q2 		$68.8K Sell
498
-100
-17% -$13.9K 0.02% 137
2023
Q1 		$80.3K Hold
598
– – 0.02% 111
2022
Q4 		$81.2K Buy
598
+100
+20% +$12.7K 0.02% 106
2022
Q3 		$56K Buy
498
+200
+67% +$26K 0.02% 117
2022
Q2 		$40K Hold
298
– – 0.01% 145
2022
Q1 		$37K Hold
298
– – 0.01% 168
2021
Q4 		$43K Hold
298
– – 0.01% 148
2021
Q3 		$40K Hold
298
– – 0.01% 140
2021
Q2 		$40K Buy
298
+54
+22% +$7.2K 0.01% 139
2021
Q1 		$34K Buy
244
+46
+23% +$6.11K 0.01% 140
2020
Q4 		$27K Hold
198
– – 0.01% 145
2020
Q3 		$30K Hold
198
– – 0.01% 132
2020
Q2 		$28K Sell
198
-13
-6% -$1.79K 0.01% 136
2020
Q1 		$27K Hold
211
– – 0.02% 130
2019
Q4 		$30K Buy
+211
New +$28.5K 0.02% 146

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAG Wealth Partners's KMB Position: Q2 2026 in Review

IAG Wealth Partners held its Kimberly-Clark (KMB) position steady in Q2 2026 at 328 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

IAG Wealth Partners first reported a position in KMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $81.2K in Q4 2022. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • IAG Wealth Partners held 328 shares of Kimberly-Clark worth $36K as of Q2 2026.
  • IAG Wealth Partners left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • IAG Wealth Partners first reported a position in Kimberly-Clark in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Kimberly-Clark position peaked at $81.2K in Q4 2022.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.