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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
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 $5.72T 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

Safeguard Investment Advisory Group's KMB Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 2,193 shares — an estimated $221K sold.

Safeguard Investment Advisory Group first reported a position in KMB in Q4 2020 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,193 Kimberly-Clark shares in Q1 2026, an estimated $221K.
  • Safeguard Investment Advisory Group first reported a position in Kimberly-Clark in Q4 2020 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's Kimberly-Clark position peaked at $221K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.