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Spurstone Advisory Services’s Kimberly-Clark KMB Stock Holding History

Spurstone Advisory Services’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 		– Sell
-100
Closed -$10.1K – 92
2025
Q4 		$10.1K Buy
+100
New +$10.9K 0.16% 34

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spurstone Advisory Services's KMB Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 100 shares — an estimated $10.1K sold.

Spurstone Advisory Services first reported a position in KMB in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 100 Kimberly-Clark shares in Q1 2026, an estimated $10.1K.
  • Spurstone Advisory Services first reported a position in Kimberly-Clark in Q4 2025 and held it in 1 quarter.
  • Spurstone Advisory Services's Kimberly-Clark position peaked at $10.1K in Q4 2025.
  • 1,656 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.