Integrated Wealth Concepts’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
23,872
+17,344
| +266% | +$1.78M | 0.02% | 708 |
|
|
2025
Q4 | $659K | Sell |
6,528
-5,274
| -45% | -$577K | 0.01% | 960 |
|
|
2025
Q3 | $1.47M | Sell |
11,802
-6,629
| -36% | -$857K | 0.01% | 803 |
|
|
2025
Q2 | $2.38M | Sell |
18,431
-4,049
| -18% | -$549K | 0.02% | 563 |
|
|
2025
Q1 | $3.2M | Sell |
22,480
-3,584
| -14% | -$483K | 0.04% | 441 |
|
|
2024
Q4 | $3.42M | Buy |
26,064
+102
| +0.4% | +$13.9K | 0.04% | 390 |
|
|
2024
Q3 | $3.69M | Buy |
25,962
+4,873
| +23% | +$691K | 0.05% | 359 |
|
|
2024
Q2 | $2.91M | Sell |
21,089
-3,819
| -15% | -$510K | 0.04% | 395 |
|
|
2024
Q1 | $3.22M | Buy |
24,908
+1,472
| +6% | +$181K | 0.05% | 370 |
|
|
2023
Q4 | $2.85M | Sell |
23,436
-3,794
| -14% | -$459K | 0.05% | 360 |
|
|
2023
Q3 | $3.29M | Buy |
27,230
+2,654
| +11% | +$343K | 0.06% | 307 |
|
|
2023
Q2 | $3.39M | Sell |
24,576
-1,842
| -7% | -$256K | 0.06% | 306 |
|
|
2023
Q1 | $3.55M | Buy |
26,418
+16,436
| +165% | +$2.13M | 0.07% | 252 |
|
|
2022
Q4 | $1.35M | Sell |
9,982
-3,110
| -24% | -$395K | 0.04% | 405 |
|
|
2022
Q3 | $1.47M | Buy |
13,092
+2,890
| +28% | +$376K | 0.05% | 340 |
|
|
2022
Q2 | $1.38M | Sell |
10,202
-82
| -0.8% | -$10.8K | 0.04% | 360 |
|
|
2022
Q1 | $1.27M | Buy |
10,284
+2,331
| +29% | +$308K | 0.04% | 347 |
|
|
2021
Q4 | $1.14M | Sell |
7,953
-529
| -6% | -$71.2K | 0.03% | 375 |
|
|
2021
Q3 | $1.12M | Buy |
8,482
+1,603
| +23% | +$218K | 0.04% | 358 |
|
|
2021
Q2 | $920K | Buy |
6,879
+553
| +9% | +$73.8K | 0.03% | 376 |
|
|
2021
Q1 | $880K | Buy |
6,326
+2,363
| +60% | +$314K | 0.04% | 324 |
|
|
2020
Q4 | $534K | Sell |
3,963
-54
| -1% | -$7.56K | 0.03% | 399 |
|
|
2020
Q3 | $593K | Buy |
4,017
+835
| +26% | +$125K | 0.04% | 308 |
|
|
2020
Q2 | $450K | Sell |
3,182
-123
| -4% | -$17K | 0.03% | 314 |
|
|
2020
Q1 | $423K | Buy |
3,305
+419
| +15% | +$58K | 0.04% | 251 |
|
|
2019
Q4 | $397K | Buy |
2,886
+571
| +25% | +$77.2K | 0.03% | 307 |
|
|
2019
Q3 | $329K | Sell |
2,315
-639
| -22% | -$87.8K | 0.04% | 293 |
|
|
2019
Q2 | $394K | Buy |
2,954
+85
| +3% | +$11K | 0.05% | 220 |
|
|
2019
Q1 | $355K | Buy |
2,869
+359
| +14% | +$41.7K | 0.06% | 211 |
|
|
2018
Q4 | $286K | Sell |
2,510
-12
| -0.5% | -$1.33K | 0.08% | 196 |
|
|
2018
Q3 | $286K | Buy |
2,522
+36
| +1% | +$4.04K | 0.09% | 185 |
|
|
2018
Q2 | $261K | Sell |
2,486
-284
| -10% | -$29.5K | 0.09% | 177 |
|
|
2018
Q1 | $297K | Buy |
2,770
+2
| +0.1% | +$228 | 0.12% | 145 |
|
|
2017
Q4 | $331K | Buy |
+2,768
| New | +$323K | 0.14% | 126 |
|
Other funds holding KMB
VCM
VPM
Integrated Wealth Concepts's KMB Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Kimberly-Clark (KMB) stake by 266% in Q1 2026, buying an estimated $1.78M and bringing the position to 23,872 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #708.
Integrated Wealth Concepts first reported a position in KMB in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.69M in Q3 2024. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.
- Integrated Wealth Concepts held 23,872 shares of Kimberly-Clark worth $2.3M as of Q1 2026.
- Integrated Wealth Concepts bought 17,344 Kimberly-Clark shares in Q1 2026, an estimated $1.78M.
- Kimberly-Clark made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #708 holding.
- Integrated Wealth Concepts first reported a position in Kimberly-Clark in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's Kimberly-Clark position peaked at $3.69M in Q3 2024.
- 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.