Bard Financial Services’s Kinder Morgan KMI Stock Holding History

Bard Financial Services’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
2025 Q3	$531K	Hold	18,750	–	–	0.06%	145
2025 Q2	$551K	Hold	18,750	–	–	0.07%	140
2025 Q1	$535K	Hold	18,750	–	–	0.07%	145
2024 Q4	$514K	Hold	18,750	–	–	0.06%	141
2024 Q3	$414K	Sell	18,750 -3,750	-17%	-$79K	0.05%	164
2024 Q2	$447K	Hold	22,500	–	–	0.05%	158
2024 Q1	$413K	Hold	22,500	–	–	0.04%	165
2023 Q4	$397K	Hold	22,500	–	–	0.04%	168
2023 Q3	$373K	Hold	22,500	–	–	0.05%	165
2023 Q2	$387K	Hold	22,500	–	–	0.03%	234
2023 Q1	$394K	Hold	22,500	–	–	0.03%	230
2022 Q4	$407K	Buy	22,500 +1,500	+7%	+$27K	0.03%	216
2022 Q3	$349K	Buy	21,000 +1,750	+9%	+$31.1K	0.03%	221
2022 Q2	$323K	Buy	19,250 +3,750	+24%	+$70.2K	0.03%	230
2022 Q1	$293K	Buy	+15,500	New	+$273K	0.02%	243

Other funds holding KMI

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Bard Financial Services's KMI Position: Q3 2025 in Review

Bard Financial Services held its Kinder Morgan (KMI) position steady in Q3 2025 at 18,750 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #145.

Bard Financial Services first reported a position in KMI in Q1 2022 and has held it in 15 quarters since. The position peaked at $551K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

Bard Financial Services held 18,750 shares of Kinder Morgan worth $531K as of Q3 2025.
Bard Financial Services left its Kinder Morgan share count unchanged in Q3 2025.
Kinder Morgan made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #145 holding.
Bard Financial Services first reported a position in Kinder Morgan in Q1 2022 and has held it in 15 quarters since.
Bard Financial Services's Kinder Morgan position peaked at $551K in Q2 2025.
1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.