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

Physician 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
2026
Q2 		$138K Buy
1,258
+190
+18% +$18.8K 0.02% 267
2026
Q1 		$103K Buy
1,068
+68
+7% +$6.96K 0.01% 269
2025
Q4 		$101K Sell
1,000
-19
-2% -$2.08K 0.01% 275
2025
Q3 		$127K Sell
1,019
-7
-0.7% -$905 0.02% 246
2025
Q2 		$132K Buy
1,026
+39
+4% +$5.29K 0.02% 236
2025
Q1 		$140K Hold
987
– – 0.02% 219
2024
Q4 		$129K Buy
+987
New +$135K 0.02% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Physician Wealth Advisors's KMB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Kimberly-Clark (KMB) stake by 18% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,258 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #267.

Physician Wealth Advisors first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Physician Wealth Advisors held 1,258 shares of Kimberly-Clark worth $138K as of Q2 2026.
  • Physician Wealth Advisors bought 190 Kimberly-Clark shares in Q2 2026, an estimated $18.8K.
  • Kimberly-Clark made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • Physician Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Kimberly-Clark position peaked at $140K in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.