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 $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.