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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 -$216K – 185
2019
Q2 		$216K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Merriman Wealth Management's KMB Position: Q4 2024 in Review

Merriman Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 1,530 shares — an estimated $219K sold.

Merriman Wealth Management first reported a position in KMB in Q4 2017 and held it in 6 quarters. The position peaked at $258K in Q3 2022. 1,788 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Merriman Wealth Management reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 1,530 Kimberly-Clark shares in Q4 2024, an estimated $219K.
  • Merriman Wealth Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 6 quarters.
  • Merriman Wealth Management's Kimberly-Clark position peaked at $258K in Q3 2022.
  • 1,788 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.