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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
2026
Q2 		$3.74K Buy
+33
New +$3.27K ﹤0.01% 814
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Synergy Investment Management opened a new position in Kimberly-Clark (KMB) in Q2 2026: 33 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in KMB as recently as Q1 2025.

Synergy Investment Management first reported a position in KMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.37K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Synergy Investment Management held 33 shares of Kimberly-Clark worth $3.74K as of Q2 2026.
  • Kimberly-Clark was a new Synergy Investment Management position in Q2 2026.
  • Kimberly-Clark made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #814 holding.
  • Synergy Investment Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Kimberly-Clark position peaked at $7.37K in Q1 2025.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.