Lodestone Wealth Management
KMB icon

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
Q3 		$195K Buy
1,999
+3
+0.2% +$320 0.07% 184
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% -$4.4K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Lodestone Wealth Management's KMB Position: Q3 2026 in Review

Lodestone Wealth Management increased its Kimberly-Clark (KMB) stake by 0.15% in Q3 2026, buying an estimated $320 and bringing the position to 1,999 shares worth $195K. The position accounts for 0.07% of the portfolio, ranked #184.

Lodestone Wealth Management first reported a position in KMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $317K in Q1 2025. 781 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Lodestone Wealth Management held 1,999 shares of Kimberly-Clark worth $195K as of Q3 2026.
  • Lodestone Wealth Management bought 3 Kimberly-Clark shares in Q3 2026, an estimated $320.
  • Kimberly-Clark made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Lodestone Wealth Management first reported a position in Kimberly-Clark in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Kimberly-Clark position peaked at $317K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.