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Smallwood Wealth Investment Management’s Kimberly-Clark KMB Stock Holding History

Smallwood Wealth Investment 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 		$16.5K Sell
150
-200
-57% -$19.8K 0.01% 287
2026
Q1 		$33.8K Hold
350
– – 0.02% 215
2025
Q4 		$35.3K Hold
350
– – 0.02% 212
2025
Q3 		$43.5K Hold
350
– – 0.02% 190
2025
Q2 		$45.1K Hold
350
– – 0.03% 179
2025
Q1 		$49.8K Buy
+350
New +$47.2K 0.03% 162

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's KMB Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Kimberly-Clark (KMB) stake by 57% in Q2 2026, selling an estimated $19.8K and leaving 150 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #287.

Smallwood Wealth Investment Management first reported a position in KMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $49.8K in Q1 2025. 718 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Smallwood Wealth Investment Management held 150 shares of Kimberly-Clark worth $16.5K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 200 Kimberly-Clark shares in Q2 2026, an estimated $19.8K.
  • Kimberly-Clark made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #287 holding.
  • Smallwood Wealth Investment Management first reported a position in Kimberly-Clark in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Kimberly-Clark position peaked at $49.8K in Q1 2025.
  • 718 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.