PWPS
KMB icon

Pinnacle Wealth Planning Services’s Kimberly-Clark KMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$22.3K Buy
231
+95
+70% +$9.72K ﹤0.01% 1646
2025
Q4 		$13.7K Buy
+136
New +$14.9K ﹤0.01% 1888
2022
Q3 		– Sell
-1,634
Closed -$221K – 429
2022
Q2 		$221K Buy
+1,634
New +$215K 0.04% 317
2021
Q1 		– Sell
-1,086
Closed -$146K – 1191
2020
Q4 		$146K Sell
1,086
-474
-30% -$66.4K 0.04% 349
2020
Q3 		$230K Sell
1,560
-25
-2% -$3.75K 0.08% 205
2020
Q2 		$224K Sell
1,585
-171
-10% -$23.6K 0.07% 204
2020
Q1 		$224K Buy
1,756
+261
+17% +$36.1K 0.11% 170
2019
Q4 		$205K Buy
+1,495
New +$202K 0.1% 215

Other funds holding KMB

BlackRock
BlackRock New York $5.7T 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