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

Navigoe 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 		$14K Hold
150
– – 0.01% 111
2025
Q4 		$15K Hold
150
– – 0.01% 128
2025
Q3 		$18K Hold
150
– – 0.01% 115
2025
Q2 		$19K Hold
150
– – 0.01% 94
2025
Q1 		$21K Hold
150
– – 0.02% 93
2024
Q4 		$19K Buy
+150
New +$20.4K 0.02% 96

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

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

Navigoe Wealth Management held its Kimberly-Clark (KMB) position steady in Q1 2026 at 150 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #111.

Navigoe Wealth Management first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $21K in Q1 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Navigoe Wealth Management held 150 shares of Kimberly-Clark worth $14K as of Q1 2026.
  • Navigoe Wealth Management left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up 0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Navigoe Wealth Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Kimberly-Clark position peaked at $21K in Q1 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.