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West Financial Advisors’s Kimberly-Clark KMB Stock Holding History

West Financial 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
2026
Q1 		– Sell
-40
Closed -$4.04K – 219
2025
Q4 		$4.04K Buy
+40
New +$4.38K ﹤0.01% 180
2022
Q2 		– Sell
-46
Closed -$6K – 185
2022
Q1 		$6K Buy
+46
New +$6.07K ﹤0.01% 161

Other funds holding KMB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Financial Advisors's KMB Position: Q1 2026 in Review

West Financial Advisors sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 40 shares — an estimated $4.04K sold.

West Financial Advisors first reported a position in KMB in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 1,656 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • West Financial Advisors reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 40 Kimberly-Clark shares in Q1 2026, an estimated $4.04K.
  • West Financial Advisors first reported a position in Kimberly-Clark in Q1 2022 and held it in 2 quarters.
  • West Financial Advisors's Kimberly-Clark position peaked at $6K in Q1 2022.
  • 1,656 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.