MWM
KMB icon

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

Modern 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
2026
Q1 		$370K Buy
3,788
+1,043
+38% +$107K 0.01% 653
2025
Q4 		$277K Buy
2,745
+3
+0.1% +$328 0.01% 708
2025
Q3 		$341K Buy
2,742
+24
+0.9% +$3.1K 0.01% 608
2025
Q2 		$350K Buy
2,718
+100
+4% +$13.6K 0.01% 567
2025
Q1 		$372K Sell
2,618
-226
-8% -$30.5K 0.01% 475
2024
Q4 		$373K Buy
2,844
+1,124
+65% +$153K 0.01% 418
2024
Q3 		$245K Buy
1,720
+29
+2% +$4.11K 0.02% 380
2024
Q2 		$234K Buy
+1,691
New +$226K 0.02% 360

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modern Wealth Management's KMB Position: Q1 2026 in Review

Modern Wealth Management increased its Kimberly-Clark (KMB) stake by 38% in Q1 2026, buying an estimated $107K and bringing the position to 3,788 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #653.

Modern Wealth Management first reported a position in KMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Modern Wealth Management held 3,788 shares of Kimberly-Clark worth $370K as of Q1 2026.
  • Modern Wealth Management bought 1,043 Kimberly-Clark shares in Q1 2026, an estimated $107K.
  • Kimberly-Clark made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #653 holding.
  • Modern Wealth Management first reported a position in Kimberly-Clark in Q2 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's Kimberly-Clark position peaked at $373K in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.