Cherry Tree Wealth Management’s Kinder Morgan KMI Stock Holding History

Cherry Tree Wealth Management’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	$7.95K	Sell	237 -7,400	-97%	-$231K	﹤0.01%	455
2025 Q4	$210K	Hold	7,637	–	–	0.04%	162
2025 Q3	$216K	Hold	7,637	–	–	0.05%	157
2025 Q2	$225K	Hold	7,637	–	–	0.05%	150
2025 Q1	$218K	Sell	7,637 -9,500	-55%	-$263K	0.05%	152
2024 Q4	$470K	Sell	17,137 -1,000	-6%	-$26.1K	0.12%	94
2024 Q3	$401K	Hold	18,137	–	–	0.1%	109
2024 Q2	$360K	Sell	18,137 -1,000	-5%	-$19.1K	0.09%	113
2024 Q1	$351K	Sell	19,137 -600	-3%	-$10.5K	0.09%	115
2023 Q4	$348K	Sell	19,737 -2,000	-9%	-$34.1K	0.09%	110
2023 Q3	$360K	Hold	21,737	–	–	0.11%	100
2023 Q2	$374K	Buy	+21,737	New	+$369K	0.11%	99

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cherry Tree Wealth Management's KMI Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Kinder Morgan (KMI) stake by 97% in Q1 2026, selling an estimated $231K and leaving 237 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Cherry Tree Wealth Management first reported a position in KMI in Q2 2023 and has held it in 12 quarters since. The position peaked at $470K in Q4 2024. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Cherry Tree Wealth Management held 237 shares of Kinder Morgan worth $7.95K as of Q1 2026.
Cherry Tree Wealth Management sold 7,400 Kinder Morgan shares in Q1 2026, an estimated $231K.
Kinder Morgan made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #455 holding.
Cherry Tree Wealth Management first reported a position in Kinder Morgan in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Kinder Morgan position peaked at $470K in Q4 2024.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.