SVWAG
KMB icon

Sound View Wealth Advisors Group’s Kimberly-Clark KMB Stock Holding History

Sound View Wealth Advisors Group’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 		$2.19M Sell
22,698
-2,012
-8% -$206K 0.15% 124
2025
Q4 		$2.49M Sell
24,710
-1,846
-7% -$202K 0.17% 118
2025
Q3 		$3.3M Sell
26,556
-1,396
-5% -$180K 0.23% 98
2025
Q2 		$3.6M Sell
27,952
-897
-3% -$122K 0.27% 86
2025
Q1 		$4.1M Sell
28,849
-1,740
-6% -$234K 0.34% 67
2024
Q4 		$4.01M Buy
30,589
+729
+2% +$99.4K 0.32% 67
2024
Q3 		$4.25M Buy
29,860
+967
+3% +$137K 0.35% 66
2024
Q2 		$3.99M Sell
28,893
-918
-3% -$123K 0.41% 60
2024
Q1 		$3.86M Sell
29,811
-1,203
-4% -$148K 0.41% 58
2023
Q4 		$3.77M Sell
31,014
-462
-1% -$55.8K 0.42% 58
2023
Q3 		$3.8M Sell
31,476
-58
-0.2% -$7.49K 0.47% 53
2023
Q2 		$4.35M Sell
31,534
-293
-0.9% -$40.8K 0.57% 46
2023
Q1 		$4.27M Buy
31,827
+813
+3% +$106K 0.59% 43
2022
Q4 		$3.77M Buy
31,014
+2,513
+9% +$319K 0.42% 58
2022
Q3 		$3.21M Sell
28,501
-253
-0.9% -$32.9K 0.72% 39
2022
Q2 		$3.89M Sell
28,754
-61
-0.2% -$8.04K 0.81% 36
2022
Q1 		$3.55M Sell
28,815
-1,178
-4% -$155K 0.67% 44
2021
Q4 		$4.29M Sell
29,993
-143
-0.5% -$19.2K 0.81% 35
2021
Q3 		$3.99M Sell
30,136
-735
-2% -$100K 0.83% 38
2021
Q2 		$4.13M Sell
30,871
-1,457
-5% -$194K 0.87% 37
2021
Q1 		$4.5M Sell
32,328
-1,123
-3% -$149K 1.05% 28
2020
Q4 		$4.51M Sell
33,451
-319
-0.9% -$44.7K 1.1% 25
2020
Q3 		$4.99M Sell
33,770
-676
-2% -$102K 1.31% 19
2020
Q2 		$4.87M Buy
34,446
+461
+1% +$63.6K 1.37% 18
2020
Q1 		$4.35M Sell
33,985
-394
-1% -$54.5K 1.5% 16
2019
Q4 		$4.73M Sell
34,379
-523
-1% -$70.7K 1.33% 18
2019
Q3 		$4.96M Sell
34,902
-1,038
-3% -$143K 1.48% 13
2019
Q2 		$4.79M Buy
+35,940
New +$4.63M 1.42% 15

Other funds holding KMB

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
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 $298B AUM 21.96% 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

Sound View Wealth Advisors Group's KMB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Kimberly-Clark (KMB) stake by 8.1% in Q1 2026, selling an estimated $206K and leaving 22,698 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #124.

Sound View Wealth Advisors Group first reported a position in KMB in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.99M in Q3 2020. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Sound View Wealth Advisors Group held 22,698 shares of Kimberly-Clark worth $2.19M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 2,012 Kimberly-Clark shares in Q1 2026, an estimated $206K.
  • Kimberly-Clark made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #124 holding.
  • Sound View Wealth Advisors Group first reported a position in Kimberly-Clark in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Kimberly-Clark position peaked at $4.99M in Q3 2020.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.