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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
Q2 		$3.85M Buy
120,334
+1,773
+1% +$57.1K 0.73% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Wealth Management's KMI Position: Q2 2026 in Review

Compass Wealth Management increased its Kinder Morgan (KMI) stake by 1.5% in Q2 2026, buying an estimated $57.1K and bringing the position to 120,334 shares worth $3.85M. The position accounts for 0.73% of the portfolio, ranked #49.

Compass Wealth Management first reported a position in KMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.98M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Compass Wealth Management held 120,334 shares of Kinder Morgan worth $3.85M as of Q2 2026.
  • Compass Wealth Management bought 1,773 Kinder Morgan shares in Q2 2026, an estimated $57.1K.
  • Kinder Morgan made up 0.73% of Compass Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Compass Wealth Management first reported a position in Kinder Morgan in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's Kinder Morgan position peaked at $3.98M in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.