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

SHP 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
2026
Q1 		$105K Sell
1,093
-199
-15% -$20.4K 0.01% 376
2025
Q4 		$130K Buy
+1,292
New +$141K 0.01% 312

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

SHP Wealth Management's KMB Position: Q1 2026 in Review

SHP Wealth Management reduced its Kimberly-Clark (KMB) stake by 15% in Q1 2026, selling an estimated $20.4K and leaving 1,093 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #376.

SHP Wealth Management first reported a position in KMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $130K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • SHP Wealth Management held 1,093 shares of Kimberly-Clark worth $105K as of Q1 2026.
  • SHP Wealth Management sold 199 Kimberly-Clark shares in Q1 2026, an estimated $20.4K.
  • Kimberly-Clark made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #376 holding.
  • SHP Wealth Management first reported a position in Kimberly-Clark in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Kimberly-Clark position peaked at $130K in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.