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Safeguard Investment Advisory Group’s Kimberly-Clark KMB Stock Holding History

Safeguard Investment Advisory 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
Q2 		$271K Buy
+2,464
New +$244K 0.06% 134
2026
Q1 		– Sell
-2,193
Closed -$221K – 155
2025
Q4 		$221K Buy
2,193
+435
+25% +$47.6K 0.06% 127
2025
Q3 		$219K Buy
+1,758
New +$227K 0.05% 130
2021
Q1 		– Sell
-1,248
Closed -$168K – 418
2020
Q4 		$168K Buy
+1,248
New +$175K 0.15% 81

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's KMB Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Kimberly-Clark (KMB) in Q2 2026: 2,464 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in KMB as recently as Q4 2025.

Safeguard Investment Advisory Group first reported a position in KMB in Q4 2020 and has held it in 4 quarters since. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,464 shares of Kimberly-Clark worth $271K as of Q2 2026.
  • Kimberly-Clark was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Kimberly-Clark made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #134 holding.
  • Safeguard Investment Advisory Group first reported a position in Kimberly-Clark in Q4 2020 and has held it in 4 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.