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Marcum Wealth’s Kimberly-Clark KMB Stock Holding History

Marcum Wealth’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
2025
Q1 		$287K Sell
2,016
-34
-2% -$4.58K 0.02% 293
2024
Q4 		$269K Sell
2,050
-102
-5% -$13.9K 0.02% 302
2024
Q3 		$306K Sell
2,152
-65
-3% -$9.22K 0.03% 278
2024
Q2 		$306K Sell
2,217
-154
-6% -$20.6K 0.03% 268
2024
Q1 		$307K Buy
2,371
+99
+4% +$12.2K 0.03% 264
2023
Q4 		$276K Sell
2,272
-509
-18% -$61.5K 0.03% 269
2023
Q3 		$336K Sell
2,781
-807
-22% -$104K 0.04% 222
2023
Q2 		$495K Hold
3,588
– – 0.06% 176
2023
Q1 		$482K Sell
3,588
-212
-6% -$27.5K 0.06% 177
2022
Q4 		$516K Buy
3,800
+369
+11% +$46.9K 0.07% 164
2022
Q3 		$386K Buy
3,431
+50
+1% +$6.5K 0.06% 194
2022
Q2 		$457K Buy
3,381
+460
+16% +$60.6K 0.07% 171
2022
Q1 		$360K Sell
2,921
-242
-8% -$31.9K 0.05% 216
2021
Q4 		$452K Buy
3,163
+58
+2% +$7.81K 0.06% 186
2021
Q3 		$411K Buy
3,105
+310
+11% +$42.2K 0.06% 184
2021
Q2 		$374K Sell
2,795
-222
-7% -$29.6K 0.06% 186
2021
Q1 		$420K Buy
+3,017
New +$400K 0.07% 171
2020
Q3 		– Sell
-1,463
Closed -$207K – 125
2020
Q2 		$207K Buy
+1,463
New +$202K 0.06% 111

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's KMB Position: Q1 2025 in Review

Marcum Wealth reduced its Kimberly-Clark (KMB) stake by 1.7% in Q1 2025, selling an estimated $4.58K and leaving 2,016 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #293.

Marcum Wealth first reported a position in KMB in Q2 2020 and has held it in 18 quarters since. The position peaked at $516K in Q4 2022. 1,814 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Marcum Wealth held 2,016 shares of Kimberly-Clark worth $287K as of Q1 2025.
  • Marcum Wealth sold 34 Kimberly-Clark shares in Q1 2025, an estimated $4.58K.
  • Kimberly-Clark made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #293 holding.
  • Marcum Wealth first reported a position in Kimberly-Clark in Q2 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Kimberly-Clark position peaked at $516K in Q4 2022.
  • 1,814 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.