Roxbury Financial
KMB icon

Roxbury Financial’s Kimberly-Clark KMB Stock Holding History

Roxbury Financial’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
Q3 		$15.9K Hold
163
– – 0.01% 304
2026
Q2 		$17.9K Sell
163
-68
-29% -$6.74K 0.01% 279
2026
Q1 		$22.3K Sell
231
-4
-2% -$409 0.02% 246
2025
Q4 		$23.7K Buy
235
+1
+0.4% +$109 0.02% 240
2025
Q3 		$29.2K Hold
234
– – 0.03% 222
2025
Q2 		$30.2K Hold
234
– – 0.03% 211
2025
Q1 		$33.3K Buy
234
+1
+0.4% +$135 0.03% 198
2024
Q4 		$32.6K Buy
+233
New +$31.8K 0.03% 201

Other funds holding KMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Roxbury Financial's KMB Position: Q3 2026 in Review

Roxbury Financial held its Kimberly-Clark (KMB) position steady in Q3 2026 at 163 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Roxbury Financial first reported a position in KMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $33.3K in Q1 2025. 932 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Roxbury Financial held 163 shares of Kimberly-Clark worth $15.9K as of Q3 2026.
  • Roxbury Financial left its Kimberly-Clark share count unchanged in Q3 2026.
  • Kimberly-Clark made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #304 holding.
  • Roxbury Financial first reported a position in Kimberly-Clark in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Kimberly-Clark position peaked at $33.3K in Q1 2025.
  • 932 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.