Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kinder Morgan KMI Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.4M Buy
727,046
+63,136
+10% +$1.97M 0.06% 283
2025
Q4 		$18.3M Buy
663,910
+57,300
+9% +$1.55M 0.05% 352
2025
Q3 		$17.2M Buy
606,610
+222,123
+58% +$6.08M 0.05% 312
2025
Q2 		$11.3M Buy
384,487
+7,716
+2% +$212K 0.04% 366
2025
Q1 		$10.7M Sell
376,771
-1,930
-0.5% -$53.4K 0.04% 333
2024
Q4 		$10.4M Sell
378,701
-25,294
-6% -$659K 0.04% 312
2024
Q3 		$8.92M Buy
403,995
+4,857
+1% +$102K 0.04% 329
2024
Q2 		$7.93M Buy
399,138
+806
+0.2% +$15.4K 0.04% 330
2024
Q1 		$7.3M Sell
398,332
-26,101
-6% -$456K 0.04% 346
2023
Q4 		$7.49M Buy
424,433
+32,310
+8% +$551K 0.04% 324
2023
Q3 		$6.5M Buy
392,123
+146,484
+60% +$2.53M 0.04% 314
2023
Q2 		$4.23M Buy
245,639
+4,929
+2% +$83.7K 0.03% 374
2023
Q1 		$4.21M Buy
240,710
+10,994
+5% +$196K 0.03% 355
2022
Q4 		$4.15M Sell
229,716
-647
-0.3% -$11.6K 0.03% 332
2022
Q3 		$3.83M Buy
230,363
+16,545
+8% +$294K 0.03% 324
2022
Q2 		$3.58M Buy
213,818
+7,494
+4% +$140K 0.03% 336
2022
Q1 		$3.9M Buy
206,324
+6,226
+3% +$110K 0.03% 327
2021
Q4 		$3.17M Buy
+200,098
New +$3.33M 0.02% 354
2021
Q2 		$589K Hold
32,321
– – ﹤0.01% 649
2021
Q1 		$589K Hold
32,321
– – ﹤0.01% 649
2020
Q4 		$589K Hold
32,321
– – ﹤0.01% 649
2020
Q3 		$589K Hold
32,321
– – ﹤0.01% 649
2020
Q2 		$589K Hold
32,321
– – ﹤0.01% 649
2020
Q1 		$589K Hold
32,321
– – ﹤0.01% 649
2019
Q4 		$589K Hold
32,321
– – ﹤0.01% 649
2019
Q3 		$589K Hold
32,321
– – ﹤0.01% 649
2019
Q2 		$589K Hold
32,321
– – ﹤0.01% 649
2019
Q1 		$589K Buy
32,321
+20,664
+177% +$386K ﹤0.01% 649
2018
Q4 		$179K Buy
11,657
+1,476
+14% +$25K ﹤0.01% 621
2018
Q3 		$181K Buy
10,181
+2,597
+34% +$46.4K ﹤0.01% 531
2018
Q2 		$134K Sell
7,584
-197
-3% -$3.22K ﹤0.01% 483
2018
Q1 		$117K Sell
7,781
-1,192
-13% -$20.6K ﹤0.01% 428
2017
Q4 		$162K Sell
8,973
-3,418
-28% -$61.3K 0.01% 369
2017
Q3 		$238K Buy
12,391
+4,339
+54% +$84.5K 0.01% 309
2017
Q2 		$154K Buy
8,052
+7,127
+770% +$142K 0.01% 334
2017
Q1 		$20K Buy
925
+18
+2% +$393 ﹤0.01% 601
2016
Q4 		$19K Sell
907
-1,408
-61% -$29.8K ﹤0.01% 592
2016
Q3 		$54K Buy
2,315
+139
+6% +$2.94K ﹤0.01% 411
2016
Q2 		$41K Buy
2,176
+593
+37% +$10.6K ﹤0.01% 391
2016
Q1 		$28K Sell
1,583
-38,566
-96% -$631K ﹤0.01% 406
2015
Q4 		$599K Sell
40,149
-1,070
-3% -$25.5K 0.06% 171
2015
Q3 		$1.14M Sell
41,219
-2,287
-5% -$75.7K 0.11% 136
2015
Q2 		$1.67M Buy
43,506
+22,828
+110% +$953K 0.16% 126
2015
Q1 		$870K Sell
20,678
-20,918
-50% -$866K 0.09% 137
2014
Q4 		$1.76M Buy
+41,596
New +$1.64M 0.21% 126
2014
Q2 		– Sell
-7,554
Closed -$245K – 185
2014
Q1 		$245K Sell
7,554
-17,529
-70% -$587K 0.03% 125
2013
Q4 		$903K Buy
25,083
+18,207
+265% +$638K 0.14% 103
2013
Q3 		$245K Buy
+6,876
New +$258K 0.06% 131

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kinder Morgan (KMI) stake by 9.5% in Q1 2026, buying an estimated $1.97M and bringing the position to 727,046 shares worth $24.4M. The position accounts for 0.06% of the portfolio, ranked #283.

Carson Wealth (CWM LLC) first reported a position in KMI in Q3 2013 and has held it in 48 quarters since. 1,837 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 727,046 shares of Kinder Morgan worth $24.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63,136 Kinder Morgan shares in Q1 2026, an estimated $1.97M.
  • Kinder Morgan made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #283 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kinder Morgan in Q3 2013 and has held it in 48 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.