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
2022 Q1	–	Sell	-4,000	Closed	-$572K	–	1229
2021 Q4	$572K	Buy	4,000 +3,983	+23,429%	+$536K	0.03%	339
2021 Q3	$225K	Buy	+17	New	+$2.31K	0.02%	612
2021 Q1	–	Sell	-20	Closed	-$270K	–	676
2020 Q4	$270K	Buy	+20	New	+$2.8K	0.02%	476
2017 Q3	–	Sell	-34	Closed	-$439K	–	256
2017 Q2	$439K	Hold	34	–	–	0.08%	130
2017 Q1	$448K	Sell	34 -53	-61%	-$6.68K	0.13%	173
2016 Q4	$992K	Buy	87 +57	+190%	+$6.62K	0.22%	94
2016 Q3	$378K	Buy	+30	New	+$3.88K	0.13%	87
2016 Q1	–	Sell	-126	Closed	-$75K	–	247
2015 Q4	$75K	Buy	+126	New	+$15.1K	0.02%	220
2015 Q1	–	Sell	-289	Closed	-$3K	–	529
2014 Q4	$3K	Buy	289 +185	+178%	+$20.5K	﹤0.01%	518
2014 Q3	$2K	Buy	+104	New	+$10.8K	﹤0.01%	611
2013 Q3	–	Sell	-116	Closed	-$4K	–	491
2013 Q2	$4K	Buy	+116	New	+$11.2K	﹤0.01%	417

Other funds holding KMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's KMB Position: Q2 2026 in Review

Summit Securities Group reduced its Kimberly-Clark (KMB) stake by 70% in Q2 2026, selling an estimated $17.6K and leaving 77 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Summit Securities Group first reported a position in KMB in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.38M in Q4 2014. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

Summit Securities Group held 77 shares of Kimberly-Clark worth $8.45K as of Q2 2026.
Summit Securities Group sold 178 Kimberly-Clark shares in Q2 2026, an estimated $17.6K.
Kimberly-Clark made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #875 holding.
Summit Securities Group first reported a position in Kimberly-Clark in Q2 2013 and has held it in 32 quarters since.
Summit Securities Group's Kimberly-Clark position peaked at $3.38M in Q4 2014.
1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.