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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
Q2 		$104K Sell
944
-149
-14% -$14.8K 0.01% 409
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SHP Wealth Management's KMB Position: Q2 2026 in Review

SHP Wealth Management reduced its Kimberly-Clark (KMB) stake by 14% in Q2 2026, selling an estimated $14.8K and leaving 944 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #409.

SHP Wealth Management first reported a position in KMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • SHP Wealth Management held 944 shares of Kimberly-Clark worth $104K as of Q2 2026.
  • SHP Wealth Management sold 149 Kimberly-Clark shares in Q2 2026, an estimated $14.8K.
  • Kimberly-Clark made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #409 holding.
  • SHP Wealth Management first reported a position in Kimberly-Clark in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Kimberly-Clark position peaked at $130K in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.