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Sage Private Wealth Group’s Kimberly-Clark KMB Stock Holding History

Sage Private Wealth 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 		$261K Hold
2,704
– – 0.13% 84
2025
Q4 		$273K Hold
2,704
– – 0.15% 78
2025
Q3 		$336K Hold
2,704
– – 0.19% 75
2025
Q2 		$349K Hold
2,704
– – 0.22% 69
2025
Q1 		$385K Hold
2,704
– – 0.29% 55
2024
Q4 		$354K Hold
2,704
– – 0.27% 57
2024
Q3 		$385K Hold
2,704
– – 0.3% 53
2024
Q2 		$374K Hold
2,704
– – 0.31% 47
2024
Q1 		$350K Hold
2,704
– – 0.28% 54
2023
Q4 		$329K Buy
+2,704
New +$327K 0.29% 43

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

Sage Private Wealth Group's KMB Position: Q1 2026 in Review

Sage Private Wealth Group held its Kimberly-Clark (KMB) position steady in Q1 2026 at 2,704 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #84.

Sage Private Wealth Group first reported a position in KMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $385K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Sage Private Wealth Group held 2,704 shares of Kimberly-Clark worth $261K as of Q1 2026.
  • Sage Private Wealth Group left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up 0.13% of Sage Private Wealth Group's portfolio in Q1 2026, its #84 holding.
  • Sage Private Wealth Group first reported a position in Kimberly-Clark in Q4 2023 and has held it in 10 quarters since.
  • Sage Private Wealth Group's Kimberly-Clark position peaked at $385K in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.