SIM
KMB icon

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

Synergy Investment 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
2025
Q2 		– Sell
-52
Closed -$7.37K – 356
2025
Q1 		$7.37K Hold
52
– – ﹤0.01% 407
2024
Q4 		$6.79K Buy
+52
New +$7.09K ﹤0.01% 424

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Synergy Investment Management's KMB Position: Q2 2025 in Review

Synergy Investment Management sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 52 shares — an estimated $7.37K sold.

Synergy Investment Management first reported a position in KMB in Q4 2024 and held it in 2 quarters. The position peaked at $7.37K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Synergy Investment Management reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 52 Kimberly-Clark shares in Q2 2025, an estimated $7.37K.
  • Synergy Investment Management first reported a position in Kimberly-Clark in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Kimberly-Clark position peaked at $7.37K in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.