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Lakeshore Financial Planning’s Kimberly-Clark KMB Stock Holding History

Lakeshore Financial Planning’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 		– Sell
-2,187
Closed -$211K – 94
2026
Q1 		$211K Sell
2,187
-140
-6% -$14.3K 0.08% 79
2025
Q4 		$235K Sell
2,327
-46
-2% -$5.03K 0.08% 71
2025
Q3 		$295K Buy
2,373
+2
+0.1% +$259 0.11% 55
2025
Q2 		$306K Hold
2,371
– – 0.12% 52
2025
Q1 		$337K Hold
2,371
– – 0.14% 46
2024
Q4 		$311K Hold
2,371
– – 0.13% 52
2024
Q3 		$337K Buy
2,371
+140
+6% +$19.9K 0.15% 45
2024
Q2 		$308K Sell
2,231
-104
-4% -$13.9K 0.15% 46
2024
Q1 		$302K Buy
2,335
+1
+0% +$123 0.15% 46
2023
Q4 		$284K Buy
2,334
+2
+0.1% +$242 0.16% 42
2023
Q3 		$282K Buy
+2,332
New +$301K 0.16% 44

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lakeshore Financial Planning's KMB Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 2,187 shares — an estimated $211K sold.

Lakeshore Financial Planning first reported a position in KMB in Q3 2023 and held it in 11 quarters. The position peaked at $337K in Q3 2024. 767 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Lakeshore Financial Planning reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 2,187 Kimberly-Clark shares in Q2 2026, an estimated $211K.
  • Lakeshore Financial Planning first reported a position in Kimberly-Clark in Q3 2023 and held it in 11 quarters.
  • Lakeshore Financial Planning's Kimberly-Clark position peaked at $337K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.