Evermay Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Sell |
29,834
-1,498
| -5% | -$46.8K | 0.11% | 84 |
|
|
2025
Q4 | $861K | Buy |
31,332
+460
| +1% | +$12.4K | 0.1% | 91 |
|
|
2025
Q3 | $874K | Sell |
30,872
-2,608
| -8% | -$71.4K | 0.1% | 92 |
|
|
2025
Q2 | $984K | Sell |
33,480
-325
| -1% | -$8.92K | 0.12% | 82 |
|
|
2025
Q1 | $964K | Sell |
33,805
-518
| -2% | -$14.3K | 0.13% | 79 |
|
|
2024
Q4 | $940K | Sell |
34,323
-1,334
| -4% | -$34.8K | 0.14% | 83 |
|
|
2024
Q3 | $788K | Buy |
35,657
+1,095
| +3% | +$23.1K | 0.13% | 99 |
|
|
2024
Q2 | $687K | Sell |
34,562
-2,500
| -7% | -$47.7K | 0.11% | 102 |
|
|
2024
Q1 | $680K | Buy |
37,062
+4,815
| +15% | +$84.1K | 0.1% | 107 |
|
|
2023
Q4 | $569K | Sell |
32,247
-2,800
| -8% | -$47.7K | 0.11% | 100 |
|
|
2023
Q3 | $581K | Buy |
35,047
+800
| +2% | +$13.8K | 0.12% | 87 |
|
|
2023
Q2 | $590K | Sell |
34,247
-9,770
| -22% | -$166K | 0.11% | 92 |
|
|
2023
Q1 | $771K | Buy |
44,017
+444
| +1% | +$7.9K | 0.16% | 73 |
|
|
2022
Q4 | $788K | Sell |
43,573
-5,466
| -11% | -$98.3K | 0.16% | 67 |
|
|
2022
Q3 | $816K | Buy |
49,039
+1,797
| +4% | +$31.9K | 0.16% | 66 |
|
|
2022
Q2 | $792K | Buy |
47,242
+9,240
| +24% | +$173K | 0.15% | 64 |
|
|
2022
Q1 | $719K | Buy |
38,002
+4,760
| +14% | +$83.8K | 0.12% | 82 |
|
|
2021
Q4 | $527K | Sell |
33,242
-6,620
| -17% | -$110K | 0.09% | 94 |
|
|
2021
Q3 | $667K | Sell |
39,862
-1,478
| -4% | -$25.1K | 0.13% | 60 |
|
|
2021
Q2 | $754K | Buy |
41,340
+1,240
| +3% | +$22.1K | 0.14% | 65 |
|
|
2021
Q1 | $668K | Sell |
40,100
-4,660
| -10% | -$71.2K | 0.13% | 68 |
|
|
2020
Q4 | $612K | Sell |
44,760
-1,012
| -2% | -$13.5K | 0.13% | 71 |
|
|
2020
Q3 | $564K | Sell |
45,772
-1,437
| -3% | -$20K | 0.14% | 72 |
|
|
2020
Q2 | $716K | Sell |
47,209
-2,396
| -5% | -$36.4K | 0.19% | 58 |
|
|
2020
Q1 | $691K | Sell |
49,605
-8,236
| -14% | -$157K | 0.21% | 53 |
|
|
2019
Q4 | $1.22M | Buy |
57,841
+2,944
| +5% | +$59.6K | 0.3% | 39 |
|
|
2019
Q3 | $1.13M | Buy |
54,897
+1,587
| +3% | +$32.6K | 0.31% | 40 |
|
|
2019
Q2 | $1.11M | Sell |
53,310
-470
| -0.9% | -$9.48K | 0.31% | 37 |
|
|
2019
Q1 | $1.08M | Buy |
53,780
+430
| +0.8% | +$8.03K | 0.3% | 39 |
|
|
2018
Q4 | $821K | Buy |
53,350
+21,611
| +68% | +$366K | 0.27% | 42 |
|
|
2018
Q3 | $563K | Buy |
+31,739
| New | +$567K | 0.18% | 60 |
|
|
2015
Q4 | – | Sell |
-7,564
| Closed | -$209K | – | 82 |
|
|
2015
Q3 | $209K | Hold |
7,564
| – | – | 0.13% | 79 |
|
|
2015
Q2 | $290K | Hold |
7,564
| – | – | 0.17% | 61 |
|
|
2015
Q1 | $318K | Buy |
7,564
+1,373
| +22% | +$56.9K | 0.19% | 58 |
|
|
2014
Q4 | $262K | Buy |
+6,191
| New | +$244K | 0.17% | 73 |
|
Other funds holding KMI
VCM
VPM
Evermay Wealth Management's KMI Position: Q1 2026 in Review
Evermay Wealth Management reduced its Kinder Morgan (KMI) stake by 4.8% in Q1 2026, selling an estimated $46.8K and leaving 29,834 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #84.
Evermay Wealth Management first reported a position in KMI in Q4 2014 and has held it in 35 quarters since. The position peaked at $1.22M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Evermay Wealth Management held 29,834 shares of Kinder Morgan worth $1M as of Q1 2026.
- Evermay Wealth Management sold 1,498 Kinder Morgan shares in Q1 2026, an estimated $46.8K.
- Kinder Morgan made up 0.11% of Evermay Wealth Management's portfolio in Q1 2026, its #84 holding.
- Evermay Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 35 quarters since.
- Evermay Wealth Management's Kinder Morgan position peaked at $1.22M in Q4 2019.
- 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.