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Monograph Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Monograph Wealth Advisors’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
Q2 		$7.46M Hold
67,135
– – 0.61% 22
2026
Q1 		$6.56M Hold
67,135
– – 0.62% 22
2025
Q4 		$6.86M Sell
67,135
-1,560
-2% -$171K 0.67% 23
2025
Q3 		$8.63M Hold
68,695
– – 0.87% 20
2025
Q2 		$8.94M Sell
68,695
-400
-0.6% -$54.2K 1.1% 15
2025
Q1 		$9.91M Sell
69,095
-129
-0.2% -$17.4K 1.35% 14
2024
Q4 		$9.16M Buy
69,224
+129
+0.2% +$17.6K 1.21% 14
2024
Q3 		$9.92M Sell
69,095
-1,050
-1% -$149K 1.29% 15
2024
Q2 		$9.78M Sell
70,145
-1,842
-3% -$246K 1.43% 12
2024
Q1 		$9.4M Buy
71,987
+43,602
+154% +$5.35M 1.38% 11
2023
Q4 		$3.45M Buy
+28,385
New +$3.43M 0.62% 21

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monograph Wealth Advisors's KMB Position: Q2 2026 in Review

Monograph Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q2 2026 at 67,135 shares worth $7.46M. The position accounts for 0.61% of the portfolio, ranked #22.

Monograph Wealth Advisors first reported a position in KMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.92M in Q3 2024. 1,701 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Monograph Wealth Advisors held 67,135 shares of Kimberly-Clark worth $7.46M as of Q2 2026.
  • Monograph Wealth Advisors left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up 0.61% of Monograph Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Monograph Wealth Advisors first reported a position in Kimberly-Clark in Q4 2023 and has held it in 11 quarters since.
  • Monograph Wealth Advisors's Kimberly-Clark position peaked at $9.92M in Q3 2024.
  • 1,701 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.