WMS Partners’s Kimberly-Clark KMB Stock Holding History

WMS Partners’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 Q1	–	Sell	-5,933	Closed	-$777K	–	153
2024 Q4	$777K	Sell	5,933 -163	-3%	-$22.2K	0.04%	138
2024 Q3	$867K	Buy	6,096 +266	+5%	+$37.7K	0.05%	125
2024 Q2	$806K	Buy	5,830 +129	+2%	+$17.2K	0.05%	116
2024 Q1	$737K	Buy	5,701 +59	+1%	+$7.24K	0.05%	124
2023 Q4	$686K	Sell	5,642 -346	-6%	-$41.8K	0.05%	120
2023 Q3	$724K	Sell	5,988 -44	-0.7%	-$5.68K	0.06%	114
2023 Q2	$833K	Sell	6,032 -29	-0.5%	-$4.04K	0.07%	115
2023 Q1	$814K	Buy	6,061 +32	+0.5%	+$4.16K	0.07%	110
2022 Q4	$818K	Hold	6,029	–	–	0.08%	111
2022 Q3	$679K	Buy	6,029 +24	+0.4%	+$3.12K	0.09%	116
2022 Q2	$812K	Sell	6,005 -101	-2%	-$13.3K	0.13%	97
2022 Q1	$752K	Buy	6,106 +4,450	+269%	+$587K	0.1%	102
2021 Q4	$237K	Hold	1,656	–	–	0.05%	186
2021 Q3	$219K	Sell	1,656 -199	-11%	-$27.1K	0.03%	248
2021 Q2	$248K	Sell	1,855 -5	-0.3%	-$667	0.04%	224
2021 Q1	$259K	Buy	1,860 +5	+0.3%	+$664	0.06%	188
2020 Q4	$250K	Sell	1,855 -100	-5%	-$14K	0.04%	209
2020 Q3	$289K	Sell	1,955 -238	-11%	-$35.7K	0.06%	179
2020 Q2	$310K	Sell	2,193 -112	-5%	-$15.5K	0.06%	160
2020 Q1	$295K	Sell	2,305 -17	-0.7%	-$2.35K	0.08%	144
2019 Q4	$319K	Buy	2,322 +34	+1%	+$4.6K	0.07%	172
2019 Q3	$325K	Hold	2,288	–	–	0.08%	163
2019 Q2	$305K	Sell	2,288 -1,925	-46%	-$248K	0.08%	161
2019 Q1	$522K	Sell	4,213 -50	-1%	-$5.81K	0.13%	101
2018 Q4	$486K	Sell	4,263 -100	-2%	-$11.1K	0.14%	98
2018 Q3	$496K	Sell	4,363 -300	-6%	-$33.6K	0.06%	122
2018 Q2	$491K	Sell	4,663 -69	-1%	-$7.17K	0.06%	121
2018 Q1	$521K	Sell	4,732 -415	-8%	-$47.2K	0.06%	110
2017 Q4	$621K	Buy	5,147 +50	+1%	+$5.83K	0.07%	109
2017 Q3	$600K	Buy	5,097 +70	+1%	+$8.55K	0.07%	112
2017 Q2	$649K	Hold	5,027	–	–	0.08%	104
2017 Q1	$662K	Hold	5,027	–	–	0.08%	99
2016 Q4	$574K	Buy	5,027 +300	+6%	+$34.8K	0.08%	102
2016 Q3	$596K	Buy	4,727 +700	+17%	+$90.5K	0.08%	99
2016 Q2	$554K	Hold	4,027	–	–	0.08%	98
2016 Q1	$542K	Hold	4,027	–	–	0.08%	110
2015 Q4	$513K	Sell	4,027 -42	-1%	-$5.04K	0.07%	115
2015 Q3	$444K	Sell	4,069 -1,154	-22%	-$127K	0.07%	123
2015 Q2	$553K	Buy	5,223 +385	+8%	+$41.9K	0.06%	160
2015 Q1	$518K	Buy	4,838 +1,115	+30%	+$123K	0.06%	159
2014 Q4	$430K	Sell	3,723 -963	-21%	-$107K	0.07%	128
2014 Q3	$484K	Hold	4,686	–	–	0.08%	146
2014 Q2	$500K	Sell	4,686 -209	-4%	-$22.2K	0.08%	141
2014 Q1	$517K	Buy	4,895 +44	+0.9%	+$4.56K	0.08%	134
2013 Q4	$486K	Hold	4,851	–	–	0.08%	123
2013 Q3	$438K	Hold	4,851	–	–	0.08%	115
2013 Q2	$452K	Buy	+4,851	New	+$468K	0.08%	119

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WMS Partners's KMB Position: Q1 2025 in Review

WMS Partners sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 5,933 shares — an estimated $777K sold.

WMS Partners first reported a position in KMB in Q2 2013 and held it in 47 quarters. The position peaked at $867K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

WMS Partners reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 5,933 Kimberly-Clark shares in Q1 2025, an estimated $777K.
WMS Partners first reported a position in Kimberly-Clark in Q2 2013 and held it in 47 quarters.
WMS Partners's Kimberly-Clark position peaked at $867K in Q3 2024.
1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.