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SFMG Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

SFMG Wealth 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
Q1 		$848K Hold
8,787
– – 0.06% 127
2025
Q4 		$886K Buy
8,787
+209
+2% +$22.9K 0.06% 118
2025
Q3 		$1.07M Hold
8,578
– – 0.07% 105
2025
Q2 		$1.11M Sell
8,578
-481
-5% -$65.2K 0.08% 95
2025
Q1 		$1.29M Buy
9,059
+12
+0.1% +$1.62K 0.1% 92
2024
Q4 		$1.19M Hold
9,047
– – 0.09% 94
2024
Q3 		$1.29M Hold
9,047
– – 0.1% 86
2024
Q2 		$1.25M Sell
9,047
-1,046
-10% -$140K 0.11% 84
2024
Q1 		$1.31M Sell
10,093
-2,086
-17% -$256K 0.11% 84
2023
Q4 		$1.48M Buy
12,179
+5,604
+85% +$677K 0.14% 78
2023
Q3 		$795K Buy
6,575
+660
+11% +$85.3K 0.08% 92
2023
Q2 		$817K Hold
5,915
– – 0.08% 96
2023
Q1 		$794K Sell
5,915
-5
-0.1% -$649 0.09% 96
2022
Q4 		$804K Buy
5,920
+155
+3% +$19.7K 0.09% 101
2022
Q3 		$651K Sell
5,765
-911
-14% -$118K 0.08% 105
2022
Q2 		$902K Sell
6,676
-229
-3% -$30.2K 0.1% 92
2022
Q1 		$850K Sell
6,905
-492
-7% -$64.9K 0.08% 100
2021
Q4 		$1.06M Buy
7,397
+537
+8% +$72.3K 0.1% 96
2021
Q3 		$909K Buy
6,860
+308
+5% +$41.9K 0.1% 94
2021
Q2 		$877K Buy
6,552
+7
+0.1% +$934 0.1% 99
2021
Q1 		$910K Sell
6,545
-319
-5% -$42.3K 0.11% 97
2020
Q4 		$925K Buy
6,864
+928
+16% +$130K 0.12% 87
2020
Q3 		$877K Buy
5,936
+3,677
+163% +$552K 0.12% 73
2020
Q2 		$319K Hold
2,259
– – 0.05% 118
2020
Q1 		$289K Hold
2,259
– – 0.04% 97
2019
Q4 		$311K Hold
2,259
– – 0.04% 126
2019
Q3 		$321K Hold
2,259
– – 0.04% 115
2019
Q2 		$310K Sell
2,259
-519
-19% -$66.9K 0.04% 114
2019
Q1 		$344K Hold
2,778
– – 0.05% 105
2018
Q4 		$317K Sell
2,778
-20
-0.7% -$2.22K 0.05% 103
2018
Q3 		$295K Sell
2,798
-350
-11% -$39.2K 0.05% 101
2018
Q2 		$332K Sell
3,148
-740
-19% -$76.9K 0.05% 100
2018
Q1 		$428K Buy
3,888
+78
+2% +$8.88K 0.07% 81
2017
Q4 		$460K Buy
3,810
+57
+2% +$6.65K 0.08% 75
2017
Q3 		$442K Hold
3,753
– – 0.09% 71
2017
Q2 		$485K Buy
3,753
+1,008
+37% +$131K 0.1% 66
2017
Q1 		$361K Sell
2,745
-25
-0.9% -$3.15K 0.07% 75
2016
Q4 		$316K Buy
2,770
+554
+25% +$64.3K 0.07% 82
2016
Q3 		$280K Hold
2,216
– – 0.06% 88
2016
Q2 		$305K Hold
2,216
– – 0.07% 85
2016
Q1 		$298K Hold
2,216
– – 0.07% 78
2015
Q4 		$282K Buy
2,216
+75
+4% +$9K 0.06% 90
2015
Q3 		$233K Hold
2,141
– – 0.06% 102
2015
Q2 		$227K Sell
2,141
-2,781
-57% -$303K 0.05% 101
2015
Q1 		$527K Buy
4,922
+2,781
+130% +$307K 0.04% 100
2014
Q4 		$247K Sell
2,141
-92
-4% -$10.2K 0.06% 102
2014
Q3 		$230K Buy
+2,233
New +$233K 0.07% 75
2013
Q4 		– Sell
-2,295
Closed -$207K – 80
2013
Q3 		$207K Hold
2,295
– – 0.08% 62
2013
Q2 		$214K Buy
+2,295
New +$221K 0.09% 60

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

SFMG Wealth Advisors's KMB Position: Q1 2026 in Review

SFMG Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q1 2026 at 8,787 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #127.

SFMG Wealth Advisors first reported a position in KMB in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.48M in Q4 2023. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • SFMG Wealth Advisors held 8,787 shares of Kimberly-Clark worth $848K as of Q1 2026.
  • SFMG Wealth Advisors left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up 0.06% of SFMG Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • SFMG Wealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 49 quarters since.
  • SFMG Wealth Advisors's Kimberly-Clark position peaked at $1.48M in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.