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Phillips Wealth Planners’s Kimberly-Clark KMB Stock Holding History

Phillips Wealth Planners’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
2025
Q4 		– Sell
-4,002
Closed -$482K – 203
2025
Q3 		$482K Buy
4,002
+382
+11% +$49.4K 0.4% 79
2025
Q2 		$476K Buy
3,620
+767
+27% +$104K 0.43% 73
2025
Q1 		$399K Buy
2,853
+43
+2% +$5.79K 0.42% 82
2024
Q4 		$350K Sell
2,810
-132
-4% -$18K 0.35% 99
2024
Q3 		$429K Sell
2,942
-812
-22% -$115K 0.41% 79
2024
Q2 		$529K Sell
3,754
-672
-15% -$89.8K 0.56% 56
2024
Q1 		$554K Buy
4,426
+1,233
+39% +$151K 0.64% 44
2023
Q4 		$393K Sell
3,193
-1,224
-28% -$148K 0.47% 73
2023
Q3 		$543K Buy
4,417
+80
+2% +$10.3K 0.73% 41
2023
Q2 		$599K Buy
4,337
+473
+12% +$65.8K 0.79% 42
2023
Q1 		$564K Buy
3,864
+49
+1% +$6.36K 0.75% 45
2022
Q4 		$496K Buy
+3,815
New +$485K 0.87% 41

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's KMB Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 4,002 shares — an estimated $482K sold.

Phillips Wealth Planners first reported a position in KMB in Q4 2022 and held it in 12 quarters. The position peaked at $599K in Q2 2023. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,002 Kimberly-Clark shares in Q4 2025, an estimated $482K.
  • Phillips Wealth Planners first reported a position in Kimberly-Clark in Q4 2022 and held it in 12 quarters.
  • Phillips Wealth Planners's Kimberly-Clark position peaked at $599K in Q2 2023.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.