SMA
KMB icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Mountain Advisors's KMB Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,906 shares — an estimated $237K sold.

Sage Mountain Advisors first reported a position in KMB in Q1 2023 and held it in 11 quarters. The position peaked at $646K in Q2 2025. 1,676 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,906 Kimberly-Clark shares in Q4 2025, an estimated $237K.
  • Sage Mountain Advisors first reported a position in Kimberly-Clark in Q1 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's Kimberly-Clark position peaked at $646K in Q2 2025.
  • 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.