MWM
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Merriman Wealth Management’s Kimberly-Clark KMB Stock Holding History

Merriman Wealth 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
2024
Q4 		– Sell
-1,530
Closed -$219K – 221
2024
Q3 		$219K Buy
1,530
+8
+0.5% +$1.13K 0.01% 202
2024
Q2 		$212K Buy
+1,522
New +$203K 0.01% 195
2022
Q4 		– Sell
-2,275
Closed -$258K – 218
2022
Q3 		$258K Buy
+2,275
New +$296K 0.02% 142
2019
Q3 		– Sell
-1,593
Closed -$2.16K – 185
2019
Q2 		$2.16K Buy
+1,593
New +$205K 0.04% 172
2018
Q4 		– Sell
-1,616
Closed -$184K – 196
2018
Q3 		$184K Buy
+1,616
New +$181K 0.04% 168
2018
Q1 		– Sell
-1,884
Closed -$227K – 200
2017
Q4 		$227K Buy
+1,884
New +$220K 0.06% 153

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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