PWMG
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Private Wealth Management Group’s Kimberly-Clark KMB Stock Holding History

Private Wealth Management Group’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 		$53.8K Buy
558
+63
+13% +$6.45K 0.01% 183
2025
Q4 		$49.9K Sell
495
-96
-16% -$10.5K 0.01% 193
2025
Q3 		$73.5K Hold
591
– – 0.02% 147
2025
Q2 		$76.2K Buy
591
+1
+0.2% +$136 0.03% 135
2025
Q1 		$83.9K Buy
590
+15
+3% +$2.02K 0.03% 124
2024
Q4 		$75.3K Hold
575
– – 0.03% 139
2024
Q3 		$81.8K Buy
575
+1
+0.2% +$142 0.03% 123
2024
Q2 		$79.3K Hold
574
– – 0.03% 120
2024
Q1 		$74.2K Hold
574
– – 0.03% 120
2023
Q4 		$69.7K Buy
+574
New +$69.4K 0.03% 125

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