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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
Q2 		$438K Sell
3,994
-1,683
-30% -$167K 0.05% 217
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 $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 $3.37T AUM 44.26% 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

Lifeworks Advisors's KMB Position: Q2 2026 in Review

Lifeworks Advisors reduced its Kimberly-Clark (KMB) stake by 30% in Q2 2026, selling an estimated $167K and leaving 3,994 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #217.

Lifeworks Advisors first reported a position in KMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $704K in Q3 2023. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Lifeworks Advisors held 3,994 shares of Kimberly-Clark worth $438K as of Q2 2026.
  • Lifeworks Advisors sold 1,683 Kimberly-Clark shares in Q2 2026, an estimated $167K.
  • Kimberly-Clark made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #217 holding.
  • Lifeworks Advisors first reported a position in Kimberly-Clark in Q2 2022 and has held it in 17 quarters since.
  • Lifeworks Advisors's Kimberly-Clark position peaked at $704K in Q3 2023.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.