IWA
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Icon Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Icon Wealth 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
2026
Q1 		$988K Buy
+10,276
New +$1.05M 0.06% 168
2024
Q2 		– Sell
-948
Closed -$123K – 474
2024
Q1 		$123K Sell
948
-33
-3% -$4.05K 0.01% 436
2023
Q4 		$119K Buy
+981
New +$119K 0.01% 403
2022
Q4 		– Sell
-1,239
Closed -$139K – 378
2022
Q3 		$139K Buy
+1,239
New +$161K 0.02% 349

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

Icon Wealth Advisors's KMB Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Kimberly-Clark (KMB) in Q1 2026: 10,276 shares worth $988K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in KMB as recently as Q1 2024.

Icon Wealth Advisors first reported a position in KMB in Q3 2022 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Icon Wealth Advisors held 10,276 shares of Kimberly-Clark worth $988K as of Q1 2026.
  • Kimberly-Clark was a new Icon Wealth Advisors position in Q1 2026.
  • Kimberly-Clark made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • Icon Wealth Advisors first reported a position in Kimberly-Clark in Q3 2022 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.