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Summit Financial’s Clorox CLX Stock Holding History

Summit Financial’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Buy
3,329
+139
+4% +$15.8K ﹤0.01% 1130
2025
Q4 		$322K Sell
3,190
-323
-9% -$35.1K ﹤0.01% 1056
2025
Q3 		$433K Sell
3,513
-3
-0.1% -$372 0.01% 926
2025
Q2 		$422K Sell
3,516
-523
-13% -$69.8K 0.01% 603
2025
Q1 		$595K Buy
4,039
+161
+4% +$24.6K 0.02% 472
2024
Q4 		$630K Buy
3,878
+236
+6% +$38.6K 0.02% 408
2024
Q3 		$593K Buy
3,642
+430
+13% +$63.7K 0.02% 347
2024
Q2 		$438K Buy
3,212
+382
+13% +$53K 0.02% 350
2024
Q1 		$433K Sell
2,830
-62
-2% -$9.26K 0.03% 277
2023
Q4 		$412K Sell
2,892
-133
-4% -$17.7K 0.03% 267
2023
Q3 		$396K Sell
3,025
-16
-0.5% -$2.43K 0.03% 266
2023
Q2 		$484K Buy
3,041
+1,464
+93% +$236K 0.04% 228
2023
Q1 		$250K Buy
1,577
+17
+1% +$2.55K 0.02% 226
2022
Q4 		$219K Buy
+1,560
New +$221K 0.02% 230

Other funds holding CLX

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Summit Financial's CLX Position: Q1 2026 in Review

Summit Financial increased its Clorox (CLX) stake by 4.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 3,329 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Summit Financial first reported a position in CLX in Q4 2022 and has held it in 14 quarters since. The position peaked at $630K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Summit Financial held 3,329 shares of Clorox worth $345K as of Q1 2026.
  • Summit Financial bought 139 Clorox shares in Q1 2026, an estimated $15.8K.
  • Clorox made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1130 holding.
  • Summit Financial first reported a position in Clorox in Q4 2022 and has held it in 14 quarters since.
  • Summit Financial's Clorox position peaked at $630K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.