Lloyd Advisory Services’s Kimberly-Clark KMB Stock Holding History

Lloyd Advisory Services’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	$53.3K	Sell	552 -610	-52%	-$62.4K	0.02%	268
2025 Q4	$117K	Buy	+1,162	New	+$127K	0.05%	166
2024 Q2	–	Sell	-10,675	Closed	-$1.38M	–	150
2024 Q1	$1.38M	Buy	10,675 +8,223	+335%	+$1.01M	0.29%	57
2023 Q4	$298K	Buy	2,452 +640	+35%	+$77.4K	0.14%	87
2023 Q3	$219K	Buy	+1,812	New	+$234K	0.07%	228
2022 Q2	–	Sell	-1,133	Closed	-$140K	–	345
2022 Q1	$140K	Buy	1,133 +24	+2%	+$3.17K	0.07%	125
2021 Q4	$158K	Buy	1,109 +191	+21%	+$25.7K	0.07%	110
2021 Q3	$122K	Buy	918 +242	+36%	+$32.9K	0.06%	113
2021 Q2	$90K	Buy	676 +29	+4%	+$3.87K	0.05%	124
2021 Q1	$90K	Sell	647 -12	-2%	-$1.59K	0.05%	108
2020 Q4	$89K	Buy	659 +384	+140%	+$53.8K	0.05%	88
2020 Q3	$41K	Hold	275	–	–	0.02%	111
2020 Q2	$39K	Sell	275 -628	-70%	-$86.7K	0.02%	119
2020 Q1	$116K	Sell	903 -211	-19%	-$29.2K	0.09%	70
2019 Q4	$153K	Buy	+1,114	New	+$151K	0.14%	79

Other funds holding KMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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