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Sierra Summit Advisors’s Kimberly-Clark KMB Stock Holding History

Sierra Summit 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
2025
Q1 		– Sell
-3,987
Closed -$522K – 186
2024
Q4 		$522K Buy
3,987
+1,015
+34% +$138K 0.1% 115
2024
Q3 		$423K Buy
2,972
+635
+27% +$90K 0.1% 111
2024
Q2 		$323K Buy
2,337
+186
+9% +$24.8K 0.08% 127
2024
Q1 		$278K Buy
2,151
+19
+0.9% +$2.33K 0.08% 132
2023
Q4 		$259K Buy
+2,132
New +$258K 0.08% 158

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sierra Summit Advisors's KMB Position: Q1 2025 in Review

Sierra Summit Advisors sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 3,987 shares — an estimated $522K sold.

Sierra Summit Advisors first reported a position in KMB in Q4 2023 and held it in 5 quarters. The position peaked at $522K in Q4 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Sierra Summit Advisors reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 3,987 Kimberly-Clark shares in Q1 2025, an estimated $522K.
  • Sierra Summit Advisors first reported a position in Kimberly-Clark in Q4 2023 and held it in 5 quarters.
  • Sierra Summit Advisors's Kimberly-Clark position peaked at $522K in Q4 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Sierra Summit Advisors's 13F filing for Q1 2025, filed 12 May 2025.