Marshall & Sterling Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.96K Hold
27
﹤0.01% 288
2026
Q1
$2.6K Hold
27
﹤0.01% 283
2025
Q4
$2.72K Sell
27
-6
-18% -$656 ﹤0.01% 285
2025
Q3
$4.1K Hold
33
﹤0.01% 524
2025
Q2
$4.25K Hold
33
﹤0.01% 501
2025
Q1
$4.69K Buy
33
+6
+22% +$808 ﹤0.01% 485
2024
Q4
$3.54K Buy
+27
New +$3.68K ﹤0.01% 278

Other funds holding KMB

Marshall & Sterling Wealth Advisors's KMB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q2 2026 at 27 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Marshall & Sterling Wealth Advisors first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.69K in Q1 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 27 shares of Kimberly-Clark worth $2.96K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #288 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Kimberly-Clark position peaked at $4.69K in Q1 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.