Bailard’s Kinder Morgan KMI Stock Holding History

Bailard’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Hold	9,430	–	–	0.01%	581
2025 Q4	$259K	Sell	9,430 -36	-0.4%	-$973	0.01%	643
2025 Q3	$268K	Buy	9,466 +36	+0.4%	+$985	0.01%	661
2025 Q2	$277K	Buy	+9,430	New	+$259K	0.01%	623

Other funds holding KMI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bailard's KMI Position: Q1 2026 in Review

Bailard held its Kinder Morgan (KMI) position steady in Q1 2026 at 9,430 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #581.

Bailard first reported a position in KMI in Q2 2025 and has held it in 4 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Bailard held 9,430 shares of Kinder Morgan worth $316K as of Q1 2026.
Bailard left its Kinder Morgan share count unchanged in Q1 2026.
Kinder Morgan made up 0.01% of Bailard's portfolio in Q1 2026, its #581 holding.
Bailard first reported a position in Kinder Morgan in Q2 2025 and has held it in 4 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.