LBMC Investment Advisors’s Kimberly-Clark KMB Stock Holding History

LBMC Investment Advisors’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
2023 Q4	–	Sell	-4,840	Closed	-$583K	–	168
2023 Q3	$583K	Sell	4,840 -130	-3%	-$16.8K	0.06%	88
2023 Q2	$686K	Hold	4,970	–	–	0.07%	76
2023 Q1	$667K	Hold	4,970	–	–	0.07%	75
2022 Q4	$675K	Sell	4,970 -322	-6%	-$40.9K	0.07%	72
2022 Q3	$596K	Hold	5,292	–	–	0.07%	69
2022 Q2	$715K	Hold	5,292	–	–	0.08%	62
2022 Q1	$652K	Hold	5,292	–	–	0.06%	75
2021 Q4	$756K	Sell	5,292 -1,064	-17%	-$143K	0.07%	76
2021 Q3	$701	Buy	6,356 +1,064	+20%	+$145K	0.07%	75
2021 Q2	$708K	Hold	5,292	–	–	0.07%	73
2021 Q1	$736K	Buy	+5,292	New	+$702K	0.08%	63

Other funds holding KMB

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

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

LBMC Investment Advisors's KMB Position: Q4 2023 in Review

LBMC Investment Advisors sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 4,840 shares — an estimated $583K sold.

LBMC Investment Advisors first reported a position in KMB in Q1 2021 and held it in 11 quarters. The position peaked at $756K in Q4 2021. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

LBMC Investment Advisors reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
LBMC Investment Advisors sold 4,840 Kimberly-Clark shares in Q4 2023, an estimated $583K.
LBMC Investment Advisors first reported a position in Kimberly-Clark in Q1 2021 and held it in 11 quarters.
LBMC Investment Advisors's Kimberly-Clark position peaked at $756K in Q4 2021.
1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on LBMC Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.