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 Q2	$301K	Hold	9,430	–	–	0.01%	639
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bailard's KMI Position: Q2 2026 in Review

Bailard held its Kinder Morgan (KMI) position steady in Q2 2026 at 9,430 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #639.

Bailard first reported a position in KMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $316K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Bailard held 9,430 shares of Kinder Morgan worth $301K as of Q2 2026.
Bailard left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.01% of Bailard's portfolio in Q2 2026, its #639 holding.
Bailard first reported a position in Kinder Morgan in Q2 2025 and has held it in 5 quarters since.
Bailard's Kinder Morgan position peaked at $316K in Q1 2026.
1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.