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

Provenance 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
Q1 		– Sell
-101
Closed -$10.2K – 426
2025
Q4 		$10.2K Sell
101
-400
-80% -$43.8K ﹤0.01% 302
2025
Q3 		$62.3K Hold
501
– – 0.01% 200
2025
Q2 		$64.6K Sell
501
-571
-53% -$77.4K 0.01% 186
2025
Q1 		$152K Sell
1,072
-3,229
-75% -$435K 0.02% 146
2024
Q4 		$564K Buy
4,301
+3,800
+758% +$518K 0.07% 78
2024
Q3 		$71.3K Buy
501
+400
+396% +$56.7K 0.01% 214
2024
Q2 		$14K Sell
101
-400
-80% -$53.4K ﹤0.01% 276
2024
Q1 		$64.8K Buy
501
+400
+396% +$49.1K 0.01% 209
2023
Q4 		$12.3K Buy
+101
New +$12.2K ﹤0.01% 302

Other funds holding KMB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Provenance Wealth Advisors's KMB Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 101 shares — an estimated $10.2K sold.

Provenance Wealth Advisors first reported a position in KMB in Q4 2023 and held it in 9 quarters. The position peaked at $564K in Q4 2024. 1,657 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 101 Kimberly-Clark shares in Q1 2026, an estimated $10.2K.
  • Provenance Wealth Advisors first reported a position in Kimberly-Clark in Q4 2023 and held it in 9 quarters.
  • Provenance Wealth Advisors's Kimberly-Clark position peaked at $564K in Q4 2024.
  • 1,657 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.