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Concord Wealth Partners’s Kinder Morgan KMI Stock Holding History

Concord Wealth Partners’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 		– Sell
-2,154
Closed -$59.2K – 523
2025
Q4 		$59.2K Hold
2,154
– – 0.01% 309
2025
Q3 		$61K Sell
2,154
-1
-0% -$27 0.01% 311
2025
Q2 		$63.4K Sell
2,155
-1,406
-39% -$38.6K 0.01% 320
2025
Q1 		$102K Buy
3,561
+260
+8% +$7.2K 0.02% 245
2024
Q4 		$90.4K Hold
3,301
– – 0.01% 259
2024
Q3 		$72.9K Hold
3,301
– – 0.01% 289
2024
Q2 		$65.6K Sell
3,301
-2,933
-47% -$55.9K 0.01% 280
2024
Q1 		$114K Buy
6,234
+2,492
+67% +$43.5K 0.02% 260
2023
Q4 		$66K Sell
3,742
-679
-15% -$11.6K 0.01% 320
2023
Q3 		$73.3K Buy
4,421
+6
+0.1% +$103 0.02% 323
2023
Q2 		$76K Buy
4,415
+7
+0.2% +$119 0.02% 302
2023
Q1 		$77.2K Sell
4,408
-4,028
-48% -$71.6K 0.02% 285
2022
Q4 		$153K Buy
+8,436
New +$152K 0.05% 194
2022
Q3 		– Sell
-8,991
Closed -$151K – 680
2022
Q2 		$151K Buy
8,991
+842
+10% +$15.8K 0.04% 198
2022
Q1 		$154K Buy
8,149
+6
+0.1% +$106 0.04% 224
2021
Q4 		$129K Buy
8,143
+5,315
+188% +$88.4K 0.03% 270
2021
Q3 		$47K Sell
2,828
-4,350
-61% -$73.9K 0.02% 228
2021
Q2 		$131K Hold
7,178
– – 0.04% 193
2021
Q1 		$120K Buy
7,178
+7,176
+358,800% +$110K 0.04% 188
2020
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 687

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

Concord Wealth Partners's KMI Position: Q1 2026 in Review

Concord Wealth Partners sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 2,154 shares — an estimated $59.2K sold.

Concord Wealth Partners first reported a position in KMI in Q4 2020 and held it in 20 quarters. The position peaked at $154K in Q1 2022. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Concord Wealth Partners reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2,154 Kinder Morgan shares in Q1 2026, an estimated $59.2K.
  • Concord Wealth Partners first reported a position in Kinder Morgan in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Kinder Morgan position peaked at $154K in Q1 2022.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.