IRON Financial’s Kimberly-Clark KMB Stock Holding History

IRON Financial’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
2025 Q1	–	Sell	-5,788	Closed	-$758K	–	129
2024 Q4	$758K	Buy	5,788 +151	+3%	+$20.6K	0.43%	45
2024 Q3	$802K	Buy	+5,637	New	+$799K	0.44%	43

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IRON Financial's KMB Position: Q1 2025 in Review

IRON Financial sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 5,788 shares — an estimated $758K sold.

IRON Financial first reported a position in KMB in Q3 2024 and held it in 2 quarters. The position peaked at $802K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

IRON Financial reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
IRON Financial sold 5,788 Kimberly-Clark shares in Q1 2025, an estimated $758K.
IRON Financial first reported a position in Kimberly-Clark in Q3 2024 and held it in 2 quarters.
IRON Financial's Kimberly-Clark position peaked at $802K in Q3 2024.
1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.