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Legacy Wealth Management (Idaho)’s Kimberly-Clark KMB Stock Holding History

Legacy Wealth Management (Idaho)’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
-131
Closed -$12.6K – 602
2026
Q1 		$12.6K Buy
131
+71
+118% +$7.27K 0.01% 445
2025
Q4 		$6.05K Hold
60
– – ﹤0.01% 506
2025
Q3 		$7.46K Hold
60
– – ﹤0.01% 383
2025
Q2 		$7.74K Hold
60
– – ﹤0.01% 349
2025
Q1 		$8.53K Hold
60
– – 0.01% 359
2024
Q4 		$7.82K Hold
60
– – 0.01% 326
2024
Q3 		$7.93K Buy
+60
New +$8.51K ﹤0.01% 350

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KMB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 131 shares — an estimated $12.6K sold.

Legacy Wealth Management (Idaho) first reported a position in KMB in Q3 2024 and held it in 7 quarters. The position peaked at $12.6K in Q1 2026. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 131 Kimberly-Clark shares in Q2 2026, an estimated $12.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Kimberly-Clark in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Kimberly-Clark position peaked at $12.6K in Q1 2026.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.