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Joel Adams & Associates’s Kimberly-Clark KMB Stock Holding History

Joel Adams & Associates’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
Q4 		– Sell
-1,759
Closed -$219K – 66
2025
Q3 		$219K Hold
1,759
– – 0.18% 62
2025
Q2 		$227K Hold
1,759
– – 0.2% 57
2025
Q1 		$250K Hold
1,759
– – 0.23% 57
2024
Q4 		$230K Buy
+1,759
New +$240K 0.21% 53

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Joel Adams & Associates's KMB Position: Q4 2025 in Review

Joel Adams & Associates sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,759 shares — an estimated $219K sold.

Joel Adams & Associates first reported a position in KMB in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q1 2025. 1,676 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Joel Adams & Associates reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 1,759 Kimberly-Clark shares in Q4 2025, an estimated $219K.
  • Joel Adams & Associates first reported a position in Kimberly-Clark in Q4 2024 and held it in 4 quarters.
  • Joel Adams & Associates's Kimberly-Clark position peaked at $250K in Q1 2025.
  • 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Joel Adams & Associates's 13F filing for Q4 2025, filed 27 Jan 2026.