Synergy Asset Management’s Kimberly-Clark KMB Stock Holding History

Synergy Asset Management’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 Q2	$3.02M	Sell	27,514 -3,879	-12%	-$384K	0.28%	61
2026 Q1	$3.03M	Buy	+31,393	New	+$3.21M	0.32%	58
2025 Q4	–	Sell	-38,260	Closed	-$4.93M	–	277
2025 Q3	$4.93M	Buy	38,260 +19,130	+100%	+$2.47M	0.18%	79
2025 Q2	$2.47M	Sell	19,130 -19,184	-50%	-$2.6M	0.28%	56
2025 Q1	$5.45M	Buy	38,314 +38,069	+15,538%	+$5.13M	0.69%	33
2024 Q4	$34.9K	Buy	+245	New	+$33.4K	﹤0.01%	312
2021 Q2	–	Sell	-16,127	Closed	-$2.24M	–	118
2021 Q1	$2.24M	Buy	16,127 +509	+3%	+$67.6K	0.67%	54
2020 Q4	$2.11M	Buy	+15,618	New	+$2.19M	0.66%	46

Other funds holding KMB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Synergy Asset Management's KMB Position: Q2 2026 in Review

Synergy Asset Management reduced its Kimberly-Clark (KMB) stake by 12% in Q2 2026, selling an estimated $384K and leaving 27,514 shares worth $3.02M. The position accounts for 0.28% of the portfolio, ranked #61.

Synergy Asset Management first reported a position in KMB in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.45M in Q1 2025. 689 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

Synergy Asset Management held 27,514 shares of Kimberly-Clark worth $3.02M as of Q2 2026.
Synergy Asset Management sold 3,879 Kimberly-Clark shares in Q2 2026, an estimated $384K.
Kimberly-Clark made up 0.28% of Synergy Asset Management's portfolio in Q2 2026, its #61 holding.
Synergy Asset Management first reported a position in Kimberly-Clark in Q4 2020 and has held it in 8 quarters since.
Synergy Asset Management's Kimberly-Clark position peaked at $5.45M in Q1 2025.
689 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.