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Summit Trail Advisors’s Kimberly-Clark KMB Stock Holding History

Summit Trail Advisors’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 		$2.37M Buy
24,602
+13,566
+123% +$1.39M 0.03% 420
2025
Q4 		$1.12M Sell
11,036
-10,795
-49% -$1.18M 0.02% 750
2025
Q3 		$2.73M Buy
21,831
+9,667
+79% +$1.25M 0.04% 287
2025
Q2 		$1.59M Buy
+12,164
New +$1.65M 0.03% 324
2024
Q4 		– Sell
-6,492
Closed -$932K – 591
2024
Q3 		$932K Buy
6,492
+563
+9% +$79.8K 0.02% 277
2024
Q2 		$827K Buy
5,929
+673
+13% +$89.9K 0.02% 271
2024
Q1 		$686K Sell
5,256
-91
-2% -$11.2K 0.02% 276
2023
Q4 		$656K Buy
5,347
+372
+7% +$45K 0.02% 236
2023
Q3 		$607K Buy
4,975
+318
+7% +$41.1K 0.02% 238
2023
Q2 		$648K Buy
4,657
+1,146
+33% +$160K 0.02% 219
2023
Q1 		$475K Buy
3,511
+133
+4% +$17.3K 0.02% 224
2022
Q4 		$462K Buy
3,378
+755
+29% +$95.9K 0.02% 196
2022
Q3 		$298K Buy
2,623
+113
+5% +$14.7K 0.02% 262
2022
Q2 		$342K Buy
2,510
+203
+9% +$26.7K 0.02% 248
2022
Q1 		$287K Buy
+2,307
New +$304K 0.02% 254
2018
Q2 		– Sell
-5,278
Closed -$302K – 569
2018
Q1 		$302K Buy
5,278
+544
+11% +$61.9K 0.05% 280
2017
Q4 		$569K Buy
+4,734
New +$552K 0.07% 210

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 Trail Advisors's KMB Position: Q1 2026 in Review

Summit Trail Advisors increased its Kimberly-Clark (KMB) stake by 123% in Q1 2026, buying an estimated $1.39M and bringing the position to 24,602 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #420.

Summit Trail Advisors first reported a position in KMB in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.73M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Summit Trail Advisors held 24,602 shares of Kimberly-Clark worth $2.37M as of Q1 2026.
  • Summit Trail Advisors bought 13,566 Kimberly-Clark shares in Q1 2026, an estimated $1.39M.
  • Kimberly-Clark made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #420 holding.
  • Summit Trail Advisors first reported a position in Kimberly-Clark in Q4 2017 and has held it in 17 quarters since.
  • Summit Trail Advisors's Kimberly-Clark position peaked at $2.73M in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.