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Segment Wealth Management’s Kimberly-Clark KMB Stock Holding History

Segment Wealth Management’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
Q2 		– Sell
-1,683
Closed -$239K – 290
2025
Q1 		$239K Hold
1,683
– – 0.02% 263
2024
Q4 		$221K Sell
1,683
-20
-1% -$2.73K 0.02% 252
2024
Q3 		$242K Hold
1,703
– – 0.02% 242
2024
Q2 		$235K Sell
1,703
-85
-5% -$11.4K 0.02% 240
2024
Q1 		$231K Buy
1,788
+12
+0.7% +$1.47K 0.02% 238
2023
Q4 		$216K Buy
+1,776
New +$215K 0.02% 239
2022
Q2 		– Sell
-1,859
Closed -$229K – 241
2022
Q1 		$229K Sell
1,859
-320
-15% -$42.2K 0.02% 231
2021
Q4 		$311K Buy
+2,179
New +$293K 0.03% 205
2021
Q2 		– Sell
-1,474
Closed -$205K – 235
2021
Q1 		$205K Buy
+1,474
New +$196K 0.03% 218
2020
Q4 		– Sell
-1,474
Closed -$218K – 210
2020
Q3 		$218K Hold
1,474
– – 0.04% 191
2020
Q2 		$208K Sell
1,474
-91
-6% -$12.6K 0.04% 188
2020
Q1 		$200K Sell
1,565
-869
-36% -$120K 0.04% 183
2019
Q4 		$335K Buy
+2,434
New +$329K 0.06% 184

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Segment Wealth Management's KMB Position: Q2 2025 in Review

Segment Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,683 shares — an estimated $239K sold.

Segment Wealth Management first reported a position in KMB in Q4 2019 and held it in 13 quarters. The position peaked at $335K in Q4 2019. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Segment Wealth Management reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Segment Wealth Management sold 1,683 Kimberly-Clark shares in Q2 2025, an estimated $239K.
  • Segment Wealth Management first reported a position in Kimberly-Clark in Q4 2019 and held it in 13 quarters.
  • Segment Wealth Management's Kimberly-Clark position peaked at $335K in Q4 2019.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Segment Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.