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Venturi Wealth Management’s Kimberly-Clark KMB Stock Holding History

Venturi Wealth 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
Q4 		– Sell
-1,839
Closed -$229K – 615
2025
Q3 		$229K Buy
+1,839
New +$238K 0.01% 511
2025
Q2 		– Sell
-1,429
Closed -$203K – 581
2025
Q1 		$203K Buy
1,429
+19
+1% +$2.56K 0.01% 543
2024
Q4 		$185K Buy
1,410
+200
+17% +$27.3K 0.01% 568
2024
Q3 		$172K Sell
1,210
-109
-8% -$15.5K 0.01% 459
2024
Q2 		$182K Buy
1,319
+220
+20% +$29.4K 0.01% 422
2024
Q1 		$142K Buy
1,099
+543
+98% +$66.7K 0.01% 380
2023
Q4 		$67.6K Buy
556
+132
+31% +$16K ﹤0.01% 457
2023
Q3 		$51.3K Buy
424
+121
+40% +$15.6K ﹤0.01% 468
2023
Q2 		$41.9K Buy
303
+17
+6% +$2.37K ﹤0.01% 450
2023
Q1 		$38.4K Buy
+286
New +$37.1K ﹤0.01% 502
2018
Q2 		– Sell
-4,000
Closed -$441K – 186
2018
Q1 		$441K Sell
4,000
-2,500
-38% -$285K 0.09% 145
2017
Q4 		$784K Buy
6,500
+676
+12% +$78.8K 0.15% 117
2017
Q3 		$681K Sell
5,824
-176
-3% -$21.5K 0.14% 120
2017
Q2 		$775K Sell
6,000
-508
-8% -$66.1K 0.18% 112
2017
Q1 		$871K Buy
6,508
+8
+0.1% +$1.01K 0.2% 102
2016
Q4 		$742K Buy
6,500
+2,000
+44% +$232K 0.21% 96
2016
Q3 		$568K Hold
4,500
– – 0.19% 93
2016
Q2 		$619K Hold
4,500
– – 0.21% 90
2016
Q1 		$605K Sell
4,500
-3,000
-40% -$390K 0.23% 92
2015
Q4 		$955K Buy
+7,500
New +$900K 0.43% 64

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Venturi Wealth Management's KMB Position: Q4 2025 in Review

Venturi Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,839 shares — an estimated $229K sold.

Venturi Wealth Management first reported a position in KMB in Q4 2015 and held it in 20 quarters. The position peaked at $955K in Q4 2015. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Venturi Wealth Management reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,839 Kimberly-Clark shares in Q4 2025, an estimated $229K.
  • Venturi Wealth Management first reported a position in Kimberly-Clark in Q4 2015 and held it in 20 quarters.
  • Venturi Wealth Management's Kimberly-Clark position peaked at $955K in Q4 2015.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.