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Montgomery Financial Services’s Kimberly-Clark KMB Stock Holding History

Montgomery Financial Services’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 		$13.3K Buy
+121
New +$12K 0.01% 151

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's KMB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Kimberly-Clark (KMB) in Q2 2026: 121 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings.

1,631 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Montgomery Financial Services held 121 shares of Kimberly-Clark worth $13.3K as of Q2 2026.
  • Kimberly-Clark was a new Montgomery Financial Services position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #151 holding.
  • 1,631 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.