LVW Advisors
KMB icon

LVW Advisors’s Kimberly-Clark KMB Stock Holding History

LVW 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
Q3 		$296K Buy
3,034
+34
+1% +$3.63K 0.02% 372
2026
Q2 		$329K Buy
3,000
+22
+0.7% +$2.18K 0.03% 329
2026
Q1 		$287K Sell
2,978
-2,911
-49% -$298K 0.03% 342
2025
Q4 		$594K Sell
5,889
-1,898
-24% -$208K 0.06% 167
2025
Q3 		$968K Sell
7,787
-2,540
-25% -$328K 0.1% 110
2025
Q2 		$1.33M Buy
10,327
+1,474
+17% +$200K 0.15% 89
2025
Q1 		$1.26M Sell
8,853
-232
-3% -$31.3K 0.15% 87
2024
Q4 		$1.19M Buy
9,085
+154
+2% +$21K 0.14% 97
2024
Q3 		$1.27M Buy
8,931
+1,245
+16% +$177K 0.16% 95
2024
Q2 		$1.06M Buy
7,686
+692
+10% +$92.4K 0.16% 93
2024
Q1 		$905K Buy
6,994
+1,757
+34% +$216K 0.15% 102
2023
Q4 		$636K Buy
+5,237
New +$633K 0.12% 127
2017
Q1 		– Sell
-2,975
Closed -$340K – 130
2016
Q4 		$340K Buy
2,975
+194
+7% +$22.5K 0.12% 97
2016
Q3 		$351K Buy
2,781
+201
+8% +$26K 0.12% 91
2016
Q2 		$355K Sell
2,580
-671
-21% -$87.8K 0.13% 83
2016
Q1 		$437K Sell
3,251
-96
-3% -$12.5K 0.14% 81
2015
Q4 		$426K Sell
3,347
-779
-19% -$93.5K 0.17% 83
2015
Q3 		$450K Buy
4,126
+2
+0% +$220 0.21% 72
2015
Q2 		$437K Sell
4,124
-124
-3% -$13.5K 0.19% 80
2015
Q1 		$455K Sell
4,248
-38
-0.9% -$4.2K 0.22% 79
2014
Q4 		$495K Buy
+4,286
New +$476K 0.27% 67

Other funds holding KMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

LVW Advisors's KMB Position: Q3 2026 in Review

LVW Advisors increased its Kimberly-Clark (KMB) stake by 1.1% in Q3 2026, buying an estimated $3.63K and bringing the position to 3,034 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #372.

LVW Advisors first reported a position in KMB in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.33M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • LVW Advisors held 3,034 shares of Kimberly-Clark worth $296K as of Q3 2026.
  • LVW Advisors bought 34 Kimberly-Clark shares in Q3 2026, an estimated $3.63K.
  • Kimberly-Clark made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #372 holding.
  • LVW Advisors first reported a position in Kimberly-Clark in Q4 2014 and has held it in 21 quarters since.
  • LVW Advisors's Kimberly-Clark position peaked at $1.33M in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.