LA
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Legacy Advisors’s Kimberly-Clark KMB Stock Holding History

Legacy 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
2026
Q1 		$229K Sell
2,342
-382
-14% -$39.1K 0.03% 253
2025
Q4 		$278K Sell
2,724
-621
-19% -$67.9K 0.03% 230
2025
Q3 		$420K Buy
+3,345
New +$432K 0.05% 167
2025
Q2 		– Sell
-4,173
Closed -$599K – 226
2025
Q1 		$599K Buy
4,173
+57
+1% +$7.68K 0.06% 236
2024
Q4 		$544K Buy
4,116
+75
+2% +$10.2K 0.05% 241
2024
Q3 		$580K Buy
4,041
+58
+1% +$8.22K 0.06% 226
2024
Q2 		$555K Buy
3,983
+33
+0.8% +$4.41K 0.07% 196
2024
Q1 		$511K Buy
3,950
+42
+1% +$5.16K 0.06% 201
2023
Q4 		$479K Buy
3,908
+141
+4% +$17K 0.06% 200
2023
Q3 		$460K Buy
3,767
+553
+17% +$71.4K 0.07% 189
2023
Q2 		$444K Buy
+3,214
New +$447K 0.07% 185
2019
Q3 		– Sell
-945
Closed -$127K – 225
2019
Q2 		$127K Hold
945
– – 0.09% 144
2019
Q1 		$118K Buy
+945
New +$110K 0.04% 141
2018
Q4 		– Sell
-945
Closed -$108K – 257
2018
Q3 		$108K Hold
945
– – 0.05% 175
2018
Q2 		$100K Buy
945
+319
+51% +$33.1K 0.07% 137
2018
Q1 		$66K Buy
+626
New +$71.3K 0.05% 142
2017
Q4 		– Sell
-65
Closed -$7K – 397
2017
Q3 		$7K Buy
+65
New +$7.94K 0.01% 253

Other funds holding KMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return