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Soltis Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Soltis Investment 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
Q2 		– Sell
-17,376
Closed -$2.47M – 402
2025
Q1 		$2.47M Buy
+17,376
New +$2.34M 0.22% 111
2022
Q1 		– Sell
-1,448
Closed -$207K – 261
2021
Q4 		$207K Buy
+1,448
New +$195K 0.03% 251

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Soltis Investment Advisors's KMB Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 17,376 shares — an estimated $2.47M sold.

Soltis Investment Advisors first reported a position in KMB in Q4 2021 and held it in 2 quarters. The position peaked at $2.47M in Q1 2025. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 17,376 Kimberly-Clark shares in Q2 2025, an estimated $2.47M.
  • Soltis Investment Advisors first reported a position in Kimberly-Clark in Q4 2021 and held it in 2 quarters.
  • Soltis Investment Advisors's Kimberly-Clark position peaked at $2.47M in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.