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

Walser 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
2026
Q2 		– Sell
-3,037
Closed -$293K – 224
2026
Q1 		$293K Buy
+3,037
New +$311K 0.13% 131

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Walser Wealth Management's KMB Position: Q2 2026 in Review

Walser Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 3,037 shares — an estimated $293K sold.

Walser Wealth Management first reported a position in KMB in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 1,701 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Walser Wealth Management reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 3,037 Kimberly-Clark shares in Q2 2026, an estimated $293K.
  • Walser Wealth Management first reported a position in Kimberly-Clark in Q1 2026 and held it in 1 quarter.
  • Walser Wealth Management's Kimberly-Clark position peaked at $293K in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.