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Compass Wealth Management’s Kinder Morgan KMI Stock Holding History

Compass 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 		$3.98M Buy
118,561
+15,561
+15% +$486K 0.98% 46
2025
Q4 		$2.83M Buy
103,000
+40,075
+64% +$1.08M 0.71% 54
2025
Q3 		$1.78M Sell
62,925
-5,977
-9% -$164K 0.4% 69
2025
Q2 		$2.03M Sell
68,902
-5,183
-7% -$142K 0.48% 65
2025
Q1 		$2.11M Sell
74,085
-33,668
-31% -$932K 0.54% 66
2024
Q4 		$2.95M Sell
107,753
-12,660
-11% -$330K 0.71% 55
2024
Q3 		$2.66M Buy
120,413
+6,328
+6% +$133K 0.63% 59
2024
Q2 		$2.27M Buy
114,085
+4,631
+4% +$88.3K 0.56% 63
2024
Q1 		$2.01M Buy
109,454
+19,742
+22% +$345K 0.5% 69
2023
Q4 		$1.58M Buy
89,712
+4,999
+6% +$85.2K 0.44% 72
2023
Q3 		$1.4M Sell
84,713
-1,650
-2% -$28.4K 0.44% 71
2023
Q2 		$1.49M Sell
86,363
-20,995
-20% -$357K 0.45% 70
2023
Q1 		$1.88M Sell
107,358
-17,680
-14% -$314K 0.6% 58
2022
Q4 		$2.26M Buy
+125,038
New +$2.25M 0.74% 46

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

Compass Wealth Management's KMI Position: Q1 2026 in Review

Compass Wealth Management increased its Kinder Morgan (KMI) stake by 15% in Q1 2026, buying an estimated $486K and bringing the position to 118,561 shares worth $3.98M. The position accounts for 0.98% of the portfolio, ranked #46.

Compass Wealth Management first reported a position in KMI in Q4 2022 and has held it in 14 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Compass Wealth Management held 118,561 shares of Kinder Morgan worth $3.98M as of Q1 2026.
  • Compass Wealth Management bought 15,561 Kinder Morgan shares in Q1 2026, an estimated $486K.
  • Kinder Morgan made up 0.98% of Compass Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Compass Wealth Management first reported a position in Kinder Morgan in Q4 2022 and has held it in 14 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.