MWM
KMB icon

Minot Wealth Management’s Kimberly-Clark KMB Stock Holding History

Minot 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
2022
Q2 		$314K Sell
2,322
-12
-0.5% -$1.58K 0.08% 142
2022
Q1 		$287K Sell
2,334
-37
-2% -$4.88K 0.06% 163
2021
Q4 		$339K Buy
2,371
+14
+0.6% +$1.88K 0.07% 152
2021
Q3 		$312K Buy
+2,357
New +$321K 0.07% 158

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Minot Wealth Management's KMB Position: Q2 2022 in Review

Minot Wealth Management reduced its Kimberly-Clark (KMB) stake by 0.51% in Q2 2022, selling an estimated $1.58K and leaving 2,322 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #142.

Minot Wealth Management first reported a position in KMB in Q3 2021 and has held it in 4 quarters since. The position peaked at $339K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • Minot Wealth Management held 2,322 shares of Kimberly-Clark worth $314K as of Q2 2022.
  • Minot Wealth Management sold 12 Kimberly-Clark shares in Q2 2022, an estimated $1.58K.
  • Kimberly-Clark made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #142 holding.
  • Minot Wealth Management first reported a position in Kimberly-Clark in Q3 2021 and has held it in 4 quarters since.
  • Minot Wealth Management's Kimberly-Clark position peaked at $339K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.