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Strategic Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Strategic Wealth 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
2026
Q2 		$20K Hold
199
– – 0.02% 145
2026
Q1 		$19K Hold
199
– – 0.02% 148
2025
Q4 		$20K Buy
+199
New +$21.8K 0.02% 145

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Wealth Advisors's KMB Position: Q2 2026 in Review

Strategic Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q2 2026 at 199 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #145.

Strategic Wealth Advisors first reported a position in KMB in Q4 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Strategic Wealth Advisors held 199 shares of Kimberly-Clark worth $20K as of Q2 2026.
  • Strategic Wealth Advisors left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Strategic Wealth Advisors first reported a position in Kimberly-Clark in Q4 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.