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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

LVW Advisors's KMB Position: Q2 2026 in Review

LVW Advisors increased its Kimberly-Clark (KMB) stake by 0.74% in Q2 2026, buying an estimated $2.18K and bringing the position to 3,000 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #329.

LVW Advisors first reported a position in KMB in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.33M in Q2 2025. 755 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • LVW Advisors held 3,000 shares of Kimberly-Clark worth $329K as of Q2 2026.
  • LVW Advisors bought 22 Kimberly-Clark shares in Q2 2026, an estimated $2.18K.
  • Kimberly-Clark made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #329 holding.
  • LVW Advisors first reported a position in Kimberly-Clark in Q4 2014 and has held it in 20 quarters since.
  • LVW Advisors's Kimberly-Clark position peaked at $1.33M in Q2 2025.
  • 755 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.