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Lodestone Wealth Management’s Kimberly-Clark KMB Stock Holding History

Lodestone Wealth Management’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 		$219K Sell
1,996
-22
-1% -$2.18K 0.08% 176
2026
Q1 		$195K Buy
2,018
+3
+0.1% +$307 0.08% 179
2025
Q4 		$203K Buy
2,015
+3
+0.1% +$328 0.08% 168
2025
Q3 		$250K Buy
2,012
+2
+0.1% +$259 0.11% 156
2025
Q2 		$259K Sell
2,010
-218
-10% -$29.6K 0.13% 142
2025
Q1 		$317K Buy
2,228
+2
+0.1% +$269 0.17% 116
2024
Q4 		$292K Hold
2,226
– – 0.15% 119
2024
Q3 		$317K Sell
2,226
-31
-1% -$4.39K 0.16% 113
2024
Q2 		$312K Buy
2,257
+2
+0.1% +$267 0.16% 117
2024
Q1 		$292K Buy
2,255
+2
+0.1% +$246 0.15% 123
2023
Q4 		$274K Buy
2,253
+9
+0.4% +$1.09K 0.16% 124
2023
Q3 		$271K Buy
2,244
+2
+0.1% +$258 0.19% 108
2023
Q2 		$309K Buy
2,242
+2
+0.1% +$278 0.21% 108
2023
Q1 		$301K Buy
2,240
+14
+0.6% +$1.82K 0.23% 106
2022
Q4 		$302K Buy
+2,226
New +$283K 0.24% 94

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

Lodestone Wealth Management's KMB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Kimberly-Clark (KMB) stake by 1.1% in Q2 2026, selling an estimated $2.18K and leaving 1,996 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #176.

Lodestone Wealth Management first reported a position in KMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $317K in Q1 2025. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Lodestone Wealth Management held 1,996 shares of Kimberly-Clark worth $219K as of Q2 2026.
  • Lodestone Wealth Management sold 22 Kimberly-Clark shares in Q2 2026, an estimated $2.18K.
  • Kimberly-Clark made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Lodestone Wealth Management first reported a position in Kimberly-Clark in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Kimberly-Clark position peaked at $317K in Q1 2025.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.