NewEdge Wealth’s Kimberly-Clark KMB Stock Holding History

NewEdge Wealth’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	–	Sell	-3,713	Closed	-$375K	–	1219
2025 Q4	$375K	Buy	+3,713	New	+$406K	﹤0.01%	951
2025 Q3	–	Sell	-2,105	Closed	-$288K	–	1045
2025 Q2	$288K	Buy	2,105 +563	+37%	+$76.3K	﹤0.01%	843
2025 Q1	$219K	Buy	+1,542	New	+$208K	﹤0.01%	869
2024 Q1	–	Sell	-2,354	Closed	-$286K	–	829
2023 Q4	$286K	Sell	2,354 -85,045	-97%	-$10.3M	0.01%	631
2023 Q3	$10.6M	Buy	+87,399	New	+$11.3M	0.33%	86
2022 Q3	–	Sell	-7,373	Closed	-$996K	–	569
2022 Q2	$996K	Buy	+7,373	New	+$971K	0.05%	286

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Wealth's KMB Position: Q1 2026 in Review

NewEdge Wealth sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 3,713 shares — an estimated $375K sold.

NewEdge Wealth first reported a position in KMB in Q2 2022 and held it in 6 quarters. The position peaked at $10.6M in Q3 2023. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

NewEdge Wealth reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 3,713 Kimberly-Clark shares in Q1 2026, an estimated $375K.
NewEdge Wealth first reported a position in Kimberly-Clark in Q2 2022 and held it in 6 quarters.
NewEdge Wealth's Kimberly-Clark position peaked at $10.6M in Q3 2023.
1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.