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Institute for Wealth Management’s Kimberly-Clark KMB Stock Holding History

Institute for Wealth Management’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 		$90K Buy
+820
New +$81.3K 0.01% 703
2019
Q3 		– Sell
-2,875
Closed -$383K – 453
2019
Q2 		$383K Sell
2,875
-30
-1% -$3.87K 0.08% 300
2019
Q1 		$360K Buy
+2,905
New +$338K 0.08% 298
2017
Q3 		– Sell
-4,095
Closed -$532K – 322
2017
Q2 		$532K Buy
+4,095
New +$533K 0.15% 217

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's KMB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kimberly-Clark (KMB) in Q2 2026: 820 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KMB as recently as Q2 2019.

Institute for Wealth Management first reported a position in KMB in Q2 2017 and has held it in 4 quarters since. The position peaked at $532K in Q2 2017. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Institute for Wealth Management held 820 shares of Kimberly-Clark worth $90K as of Q2 2026.
  • Kimberly-Clark was a new Institute for Wealth Management position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Institute for Wealth Management first reported a position in Kimberly-Clark in Q2 2017 and has held it in 4 quarters since.
  • Institute for Wealth Management's Kimberly-Clark position peaked at $532K in Q2 2017.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.