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Wealthspire Advisors (New York)’s Kimberly-Clark KMB Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$658K Sell
6,821
-1,592
-19% -$163K 0.01% 498
2025
Q4 		$849K Buy
8,413
+2,557
+44% +$280K 0.01% 467
2025
Q3 		$728K Sell
5,856
-94
-2% -$12.2K ﹤0.01% 455
2025
Q2 		$767K Buy
5,950
+362
+6% +$49.1K ﹤0.01% 436
2025
Q1 		$795K Buy
5,588
+90
+2% +$12.1K ﹤0.01% 431
2024
Q4 		$720K Sell
5,498
-1,026
-16% -$140K 0.01% 429
2024
Q3 		$928K Buy
6,524
+279
+4% +$39.6K 0.01% 386
2024
Q2 		$863K Buy
6,245
+298
+5% +$39.8K 0.01% 337
2024
Q1 		$769K Sell
5,947
-195
-3% -$23.9K 0.01% 352
2023
Q4 		$746K Sell
6,142
-169
-3% -$20.4K 0.01% 358
2023
Q3 		$763K Buy
6,311
+804
+15% +$104K 0.01% 324
2023
Q2 		$760K Sell
5,507
-484
-8% -$67.4K 0.01% 299
2023
Q1 		$804K Sell
5,991
-653
-10% -$84.8K 0.01% 286
2022
Q4 		$902K Sell
6,644
-3,375
-34% -$429K 0.02% 280
2022
Q3 		$1.13M Buy
10,019
+685
+7% +$89.1K 0.02% 204
2022
Q2 		$1.26M Buy
9,334
+1,086
+13% +$143K 0.03% 187
2022
Q1 		$1.02M Sell
8,248
-2,958
-26% -$390K 0.02% 195
2021
Q4 		$1.6M Sell
11,206
-485
-4% -$65.3K 0.04% 169
2021
Q3 		$1.55M Buy
11,691
+3,005
+35% +$409K 0.03% 192
2021
Q2 		$1.16M Sell
8,686
-4,105
-32% -$548K 0.03% 149
2021
Q1 		$1.78M Buy
12,791
+1,454
+13% +$193K 0.04% 185
2020
Q4 		$1.53M Buy
11,337
+9,577
+544% +$1.34M 0.05% 159
2020
Q3 		$260K Sell
1,760
-11
-0.6% -$1.65K 0.02% 252
2020
Q2 		$250K Sell
1,771
-11,412
-87% -$1.58M 0.02% 229
2020
Q1 		$1.69M Buy
+13,183
New +$1.82M 0.07% 140
2019
Q1 		– Sell
-423
Closed -$48K – 451
2018
Q4 		$48K Buy
+423
New +$46.9K ﹤0.01% 187

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s KMB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Kimberly-Clark (KMB) stake by 19% in Q1 2026, selling an estimated $163K and leaving 6,821 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #498.

Wealthspire Advisors (New York) first reported a position in KMB in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.78M in Q1 2021. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,821 shares of Kimberly-Clark worth $658K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,592 Kimberly-Clark shares in Q1 2026, an estimated $163K.
  • Kimberly-Clark made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #498 holding.
  • Wealthspire Advisors (New York) first reported a position in Kimberly-Clark in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Kimberly-Clark position peaked at $1.78M in Q1 2021.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.