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Sage Mountain Advisors’s Kimberly-Clark KMB Stock Holding History

Sage Mountain 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
Q2 		$201K Buy
+1,833
New +$182K 0.01% 221
2025
Q4 		– Sell
-1,906
Closed -$237K – 582
2025
Q3 		$237K Sell
1,906
-3,107
-62% -$402K 0.01% 428
2025
Q2 		$646K Buy
5,013
+1,396
+39% +$189K 0.04% 199
2025
Q1 		$514K Buy
3,617
+691
+24% +$93.1K 0.04% 217
2024
Q4 		$383K Sell
2,926
-903
-24% -$123K 0.03% 252
2024
Q3 		$545K Buy
3,829
+459
+14% +$65.1K 0.05% 188
2024
Q2 		$466K Sell
3,370
-577
-15% -$77.1K 0.04% 181
2024
Q1 		$511K Buy
3,947
+1,364
+53% +$167K 0.05% 158
2023
Q4 		$314K Sell
2,583
-210
-8% -$25.4K 0.04% 192
2023
Q3 		$338K Buy
2,793
+39
+1% +$5.04K 0.05% 170
2023
Q2 		$380K Buy
2,754
+41
+2% +$5.71K 0.05% 148
2023
Q1 		$364K Buy
+2,713
New +$352K 0.06% 139

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 $3.37T AUM 44.26% 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

Sage Mountain Advisors's KMB Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Kimberly-Clark (KMB) in Q2 2026: 1,833 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in KMB as recently as Q3 2025.

Sage Mountain Advisors first reported a position in KMB in Q1 2023 and has held it in 12 quarters since. The position peaked at $646K in Q2 2025. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Sage Mountain Advisors held 1,833 shares of Kimberly-Clark worth $201K as of Q2 2026.
  • Kimberly-Clark was a new Sage Mountain Advisors position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #221 holding.
  • Sage Mountain Advisors first reported a position in Kimberly-Clark in Q1 2023 and has held it in 12 quarters since.
  • Sage Mountain Advisors's Kimberly-Clark position peaked at $646K in Q2 2025.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.