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Traphagen Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Traphagen Investment 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
2025
Q3 		– Sell
-1,571
Closed -$203K – 196
2025
Q2 		$203K Hold
1,571
– – 0.02% 179
2025
Q1 		$223K Hold
1,571
– – 0.02% 164
2024
Q4 		$206K Sell
1,571
-2
-0.1% -$273 0.02% 169
2024
Q3 		$224K Buy
1,573
+19
+1% +$2.69K 0.02% 158
2024
Q2 		$215K Sell
1,554
-3
-0.2% -$401 0.02% 155
2024
Q1 		$201K Buy
+1,557
New +$191K 0.02% 168
2023
Q4 		– Sell
-1,705
Closed -$206K – 177
2023
Q3 		$206K Buy
1,705
+1
+0.1% +$129 0.03% 151
2023
Q2 		$235K Buy
+1,704
New +$237K 0.03% 139

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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