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Beverly Hills Private Wealth’s Kinder Morgan KMI Stock Holding History

Beverly Hills Private Wealth’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 		$318K Sell
9,490
-752
-7% -$23.5K 0.05% 257
2025
Q4 		$282K Sell
10,242
-132
-1% -$3.57K 0.05% 269
2025
Q3 		$294K Buy
10,374
+220
+2% +$6.02K 0.05% 270
2025
Q2 		$299K Buy
10,154
+1
+0% +$27 0.06% 267
2025
Q1 		$290K Buy
10,153
+1,187
+13% +$32.9K 0.06% 276
2024
Q4 		$246K Buy
+8,966
New +$234K 0.05% 295
2024
Q1 		– Sell
-10,182
Closed -$180K – 374
2023
Q4 		$180K Sell
10,182
-173
-2% -$2.95K 0.05% 323
2023
Q3 		$172K Hold
10,355
– – 0.05% 282
2023
Q2 		$180K Buy
+10,355
New +$176K 0.03% 309

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beverly Hills Private Wealth's KMI Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Kinder Morgan (KMI) stake by 7.3% in Q1 2026, selling an estimated $23.5K and leaving 9,490 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #257.

Beverly Hills Private Wealth first reported a position in KMI in Q2 2023 and has held it in 9 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Beverly Hills Private Wealth held 9,490 shares of Kinder Morgan worth $318K as of Q1 2026.
  • Beverly Hills Private Wealth sold 752 Kinder Morgan shares in Q1 2026, an estimated $23.5K.
  • Kinder Morgan made up 0.05% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #257 holding.
  • Beverly Hills Private Wealth first reported a position in Kinder Morgan in Q2 2023 and has held it in 9 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.