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Lifeworks Advisors’s Kimberly-Clark KMB Stock Holding History

Lifeworks 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 		$548K Buy
5,677
+1,168
+26% +$120K 0.07% 187
2025
Q4 		$455K Buy
4,509
+676
+18% +$73.9K 0.06% 215
2025
Q3 		$477K Buy
3,833
+39
+1% +$5.04K 0.06% 212
2025
Q2 		$489K Sell
3,794
-389
-9% -$52.7K 0.07% 196
2025
Q1 		$595K Buy
4,183
+351
+9% +$47.3K 0.1% 168
2024
Q4 		$502K Buy
3,832
+456
+14% +$62.2K 0.09% 167
2024
Q3 		$480K Buy
3,376
+7
+0.2% +$992 0.09% 167
2024
Q2 		$466K Buy
3,369
+244
+8% +$32.6K 0.13% 132
2024
Q1 		$404K Sell
3,125
-659
-17% -$80.9K 0.11% 143
2023
Q4 		$460K Sell
3,784
-2,041
-35% -$247K 0.16% 122
2023
Q3 		$704K Buy
5,825
+2,028
+53% +$262K 0.27% 99
2023
Q2 		$524K Sell
3,797
-282
-7% -$39.3K 0.22% 103
2023
Q1 		$547K Buy
4,079
+712
+21% +$92.5K 0.26% 100
2022
Q4 		$457K Buy
3,367
+1,123
+50% +$143K 0.26% 84
2022
Q3 		$279K Buy
2,244
+383
+21% +$49.8K 0.16% 107
2022
Q2 		$252K Buy
+1,861
New +$245K 0.16% 112

Other funds holding KMB

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
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

Lifeworks Advisors's KMB Position: Q1 2026 in Review

Lifeworks Advisors increased its Kimberly-Clark (KMB) stake by 26% in Q1 2026, buying an estimated $120K and bringing the position to 5,677 shares worth $548K. The position accounts for 0.07% of the portfolio, ranked #187.

Lifeworks Advisors first reported a position in KMB in Q2 2022 and has held it in 16 quarters since. The position peaked at $704K in Q3 2023. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Lifeworks Advisors held 5,677 shares of Kimberly-Clark worth $548K as of Q1 2026.
  • Lifeworks Advisors bought 1,168 Kimberly-Clark shares in Q1 2026, an estimated $120K.
  • Kimberly-Clark made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #187 holding.
  • Lifeworks Advisors first reported a position in Kimberly-Clark in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Kimberly-Clark position peaked at $704K in Q3 2023.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.