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Summit Financial’s Kimberly-Clark KMB Stock Holding History

Summit Financial’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 		$589K Buy
6,034
+338
+6% +$34.6K 0.01% 941
2025
Q4 		$581K Sell
5,696
-300
-5% -$32.8K 0.01% 837
2025
Q3 		$746K Sell
5,996
-691
-10% -$89.3K 0.01% 744
2025
Q2 		$870K Sell
6,687
-302
-4% -$40.9K 0.02% 440
2025
Q1 		$994K Buy
6,989
+703
+11% +$94.7K 0.03% 374
2024
Q4 		$831K Buy
6,286
+1,282
+26% +$175K 0.03% 354
2024
Q3 		$718K Sell
5,004
-1,114
-18% -$158K 0.03% 311
2024
Q2 		$853K Buy
6,118
+1,302
+27% +$174K 0.04% 254
2024
Q1 		$629K Sell
4,816
-10,112
-68% -$1.24M 0.04% 228
2023
Q4 		$1.83M Buy
14,928
+11,929
+398% +$1.44M 0.12% 110
2023
Q3 		$366K Buy
2,999
+982
+49% +$127K 0.03% 273
2023
Q2 		$281K Buy
+2,017
New +$281K 0.02% 283

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

Summit Financial's KMB Position: Q1 2026 in Review

Summit Financial increased its Kimberly-Clark (KMB) stake by 5.9% in Q1 2026, buying an estimated $34.6K and bringing the position to 6,034 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #941.

Summit Financial first reported a position in KMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q4 2023. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Summit Financial held 6,034 shares of Kimberly-Clark worth $589K as of Q1 2026.
  • Summit Financial bought 338 Kimberly-Clark shares in Q1 2026, an estimated $34.6K.
  • Kimberly-Clark made up 0.01% of Summit Financial's portfolio in Q1 2026, its #941 holding.
  • Summit Financial first reported a position in Kimberly-Clark in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Kimberly-Clark position peaked at $1.83M in Q4 2023.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

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