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

Phoenix 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
2025 Q4	–	Sell	-2,152	Closed	-$268K	–	130
2025 Q3	$268K	Hold	2,152	–	–	0.1%	114
2025 Q2	$277K	Hold	2,152	–	–	0.12%	108
2025 Q1	$306K	Sell	2,152 -8	-0.4%	-$1.08K	0.13%	97
2024 Q4	$283K	Buy	2,160 +8	+0.4%	+$1.09K	0.12%	97
2024 Q3	$306K	Hold	2,152	–	–	0.14%	95
2024 Q2	$297K	Hold	2,152	–	–	0.15%	100
2024 Q1	$278K	Hold	2,152	–	–	0.17%	98
2023 Q4	$263K	Hold	2,152	–	–	0.18%	95
2023 Q3	$260K	Hold	2,152	–	–	0.15%	99
2023 Q2	$297K	Hold	2,152	–	–	0.17%	86
2023 Q1	$289K	Hold	2,152	–	–	0.18%	79
2022 Q4	$292K	Hold	2,152	–	–	0.18%	82
2022 Q3	$242K	Sell	2,152 -16	-0.7%	-$2.08K	0.24%	92
2022 Q2	$293K	Sell	2,168 -32	-1%	-$4.22K	0.29%	82
2022 Q1	$277K	Hold	2,200	–	–	0.29%	78
2021 Q4	$314K	Buy	2,200 +250	+13%	+$33.7K	0.24%	88
2021 Q3	$258K	Hold	1,950	–	–	0.19%	99
2021 Q2	$263K	Hold	1,950	–	–	0.19%	101
2021 Q1	$267K	Buy	1,950 +48	+3%	+$6.37K	0.21%	96
2020 Q4	$256K	Buy	+1,902	New	+$266K	0.19%	87

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phoenix Wealth Advisors's KMB Position: Q4 2025 in Review

Phoenix Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,152 shares — an estimated $268K sold.

Phoenix Wealth Advisors first reported a position in KMB in Q4 2020 and held it in 20 quarters. The position peaked at $314K in Q4 2021. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

Phoenix Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
Phoenix Wealth Advisors sold 2,152 Kimberly-Clark shares in Q4 2025, an estimated $268K.
Phoenix Wealth Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 20 quarters.
Phoenix Wealth Advisors's Kimberly-Clark position peaked at $314K in Q4 2021.
1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.