Position in KMB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,594,597
-$9,291,398 QoQ
Shares Held
109,823
-44.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. KMB ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
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|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
|
8,368 | $867,173 |
All Filings in KMB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,594,597 | 109,823 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $19,885,995 | 197,106 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,960,398 | 160,531 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $19,338,364 | 150,003 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $15,508,214 | 109,044 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $22,736,207 | 173,506 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $22,828,103 | 160,445 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $23,036,965 | 166,693 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $22,429,410 | 173,401 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $30,270,449 | 249,119 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,102,976 | 240,819 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $33,159,388 | 240,181 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $33,507,486 | 249,646 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,535,380 | 158,640 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,096,085 | 125,254 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,960,614 | 95,898 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,628,959 | 70,063 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,007,247 | 63,023 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,002,079 | 67,971 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,805,527 | 58,346 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,104,155 | 43,899 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,840,296 | 43,316 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,516,429 | 37,359 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,707,057 | 47,450 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,162,424 | 32,552 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||