Carson Wealth (CWM LLC)
KMI icon

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
2014
Q1 		– Sell
-227
Closed -$16K – 326
2013
Q4 		$16K Buy
+227
New +$7.95K ﹤0.01% 396

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

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. 1,831 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.
  • 1,831 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.