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Summit Financial Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Summit Financial 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 		$596K Buy
5,432
+2,971
+121% +$294K 0.08% 112
2026
Q1 		$237K Buy
2,461
+16
+0.7% +$1.64K 0.03% 177
2025
Q4 		$247K Sell
2,445
-205
-8% -$22.4K 0.04% 170
2025
Q3 		$327K Buy
2,650
+572
+28% +$73.9K 0.05% 129
2025
Q2 		$268K Hold
2,078
– – 0.05% 141
2025
Q1 		$296K Hold
2,078
– – 0.06% 115
2024
Q4 		$271K Hold
2,078
– – 0.05% 126
2024
Q3 		$296K Hold
2,078
– – 0.06% 118
2024
Q2 		$287K Sell
2,078
-100
-5% -$13.4K 0.06% 110
2024
Q1 		$282K Sell
2,178
-183
-8% -$22.5K 0.06% 108
2023
Q4 		$287K Hold
2,361
– – 0.07% 102
2023
Q3 		$284K Sell
2,361
-750
-24% -$96.9K 0.07% 99
2023
Q2 		$430K Sell
3,111
-334
-10% -$46.5K 0.1% 82
2023
Q1 		$462K Buy
3,445
+84
+2% +$10.9K 0.11% 81
2022
Q4 		$456K Buy
3,361
+416
+14% +$52.9K 0.11% 84
2022
Q3 		$357K Sell
2,945
-195
-6% -$25.4K 0.1% 84
2022
Q2 		$419K Sell
3,140
-833
-21% -$110K 0.1% 87
2022
Q1 		$489K Sell
3,973
-339
-8% -$44.7K 0.1% 81
2021
Q4 		$617K Sell
4,312
-80
-2% -$10.8K 0.12% 79
2021
Q3 		$582K Sell
4,392
-34
-0.8% -$4.62K 0.13% 75
2021
Q2 		$592K Buy
4,426
+1,348
+44% +$180K 0.13% 74
2021
Q1 		$415K Sell
3,078
-1,731
-36% -$230K 0.11% 76
2020
Q4 		$710K Sell
4,809
-160
-3% -$22.4K 0.19% 55
2020
Q3 		$668K Sell
4,969
-278
-5% -$41.7K 0.18% 58
2020
Q2 		$752K Sell
5,247
-307
-6% -$42.4K 0.2% 59
2020
Q1 		$740K Sell
5,554
-31,205
-85% -$4.32M 0.23% 55
2019
Q4 		$5.29M Sell
36,759
-172
-0.5% -$23.3K 1.29% 24
2019
Q3 		$5.08M Buy
36,931
+1,072
+3% +$147K 1.25% 23
2019
Q2 		$4.78M Buy
35,859
+6,310
+21% +$814K 1.17% 22
2019
Q1 		$3.6M Buy
29,549
+1,646
+6% +$191K 0.95% 31
2018
Q4 		$3.18M Buy
27,903
+957
+4% +$106K 1.03% 27
2018
Q3 		$2.97M Buy
26,946
+1,797
+7% +$202K 0.89% 38
2018
Q2 		$2.77M Hold
25,149
– – 0.93% 36
2018
Q1 		$2.77M Buy
25,149
+2,436
+11% +$277K 0.91% 37
2017
Q4 		$2.74M Buy
22,713
+1,599
+8% +$186K 0.94% 35
2017
Q3 		$2.48M Buy
21,114
+56
+0.3% +$6.84K 0.9% 35
2017
Q2 		$2.72M Buy
21,058
+823
+4% +$107K 1.08% 29
2017
Q1 		$2.66M Buy
20,235
+3,996
+25% +$504K 1.16% 30
2016
Q4 		$1.85M Sell
16,239
-3,435
-17% -$399K 0.81% 37
2016
Q3 		$2.48M Sell
19,674
-34
-0.2% -$4.4K 1.08% 33
2016
Q2 		$2.71M Sell
19,708
-1,788
-8% -$234K 1.13% 31
2016
Q1 		$2.89M Buy
21,496
+15
+0.1% +$1.95K 1.26% 26
2015
Q4 		$2.73M Buy
21,481
+2,064
+11% +$248K 1.25% 26
2015
Q3 		$2.12M Buy
19,417
+1,150
+6% +$127K 1.37% 22
2015
Q2 		$1.94M Hold
18,267
– – 1.2% 28
2015
Q1 		$2.02M Sell
18,267
-265
-1% -$29.3K 1.37% 27
2014
Q4 		$2.14M Buy
+18,532
New +$2.06M 1.49% 26

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Summit Financial Wealth Advisors's KMB Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Kimberly-Clark (KMB) stake by 121% in Q2 2026, buying an estimated $294K and bringing the position to 5,432 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #112.

Summit Financial Wealth Advisors first reported a position in KMB in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.29M in Q4 2019. 573 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Summit Financial Wealth Advisors held 5,432 shares of Kimberly-Clark worth $596K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 2,971 Kimberly-Clark shares in Q2 2026, an estimated $294K.
  • Kimberly-Clark made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Summit Financial Wealth Advisors first reported a position in Kimberly-Clark in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Kimberly-Clark position peaked at $5.29M in Q4 2019.
  • 573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.