Summit Securities Group’s Kimberly-Clark KMB Stock Holding History

Summit Securities Group’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	-12,500	Closed	-$1.26M	–	1227
2025 Q4	$1.26M	Buy	+12,500	New	+$1.37M	0.16%	103
2022 Q3	–	Sell	-3,000	Closed	-$405K	–	1048
2022 Q2	$405K	Hold	3,000	–	–	0.05%	212
2022 Q1	$369K	Sell	3,000 -2,900	-49%	-$383K	0.04%	275
2021 Q4	$843K	Buy	5,900 +5,833	+8,706%	+$785K	0.04%	268
2021 Q3	$887K	Buy	+67	New	+$9.11K	0.07%	282
2021 Q2	–	Sell	-16	Closed	-$222K	–	777
2021 Q1	$222K	Buy	+16	New	+$2.12K	0.02%	511
2016 Q4	–	Sell	-44	Closed	-$555K	–	293
2016 Q3	$555K	Buy	44 +9	+26%	+$1.16K	0.19%	66
2016 Q2	$147K	Buy	+35	New	+$4.58K	0.08%	207

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's KMB Position: Q1 2026 in Review

Summit Securities Group reduced its Kimberly-Clark (KMB) stake by 97% in Q1 2026, selling an estimated $772K and leaving 255 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Summit Securities Group first reported a position in KMB in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.38M in Q4 2014. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Summit Securities Group held 255 shares of Kimberly-Clark worth $24.6K as of Q1 2026.
Summit Securities Group sold 7,539 Kimberly-Clark shares in Q1 2026, an estimated $772K.
Kimberly-Clark made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #487 holding.
Summit Securities Group first reported a position in Kimberly-Clark in Q2 2013 and has held it in 31 quarters since.
Summit Securities Group's Kimberly-Clark position peaked at $3.38M in Q4 2014.
1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.