LAM
KMB icon

Lummis Asset Management’s Kimberly-Clark KMB Stock Holding History

Lummis Asset 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 		$93.9K Hold
854
– – 0.06% 75
2026
Q1 		$83.3K Hold
854
– – 0.05% 76
2025
Q4 		$86.2K Sell
854
-146
-15% -$16K 0.05% 71
2025
Q3 		$124K Hold
1,000
– – 0.08% 68
2025
Q2 		$133K Hold
1,000
– – 0.09% 64
2025
Q1 		$136K Buy
1,000
+600
+150% +$80.8K 0.09% 64
2024
Q4 		$52.4K Hold
400
– – 0.07% 58
2024
Q3 		$56.9K Hold
400
– – 0.07% 59
2024
Q2 		$55.3K Hold
400
– – 0.07% 54
2024
Q1 		$51.7K Sell
400
-600
-60% -$73.7K 0.07% 56
2023
Q4 		$122K Buy
+1,000
New +$121K 0.09% 64

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 $3.38T AUM 44.17% 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

Lummis Asset Management's KMB Position: Q2 2026 in Review

Lummis Asset Management held its Kimberly-Clark (KMB) position steady in Q2 2026 at 854 shares worth $93.9K. The position accounts for 0.06% of the portfolio, ranked #75.

Lummis Asset Management first reported a position in KMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $136K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Lummis Asset Management held 854 shares of Kimberly-Clark worth $93.9K as of Q2 2026.
  • Lummis Asset Management left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up 0.06% of Lummis Asset Management's portfolio in Q2 2026, its #75 holding.
  • Lummis Asset Management first reported a position in Kimberly-Clark in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Kimberly-Clark position peaked at $136K in Q1 2025.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.