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Forum Financial Management’s Kinder Morgan KMI Stock Holding History

Forum Financial 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 		$888K Buy
27,784
+112
+0.4% +$3.61K 0.01% 143
2026
Q1 		$928K Sell
27,672
-45,173
-62% -$1.41M 0.01% 131
2025
Q4 		$2M Buy
72,845
+518
+0.7% +$14K 0.03% 143
2025
Q3 		$2.05M Buy
72,327
+6,674
+10% +$183K 0.03% 135
2025
Q2 		$1.93M Buy
65,653
+3,074
+5% +$84.4K 0.03% 128
2025
Q1 		$1.79M Sell
62,579
-795
-1% -$22K 0.03% 130
2024
Q4 		$1.74M Buy
63,374
+8,735
+16% +$228K 0.03% 136
2024
Q3 		$1.21M Buy
54,639
+131
+0.2% +$2.76K 0.02% 162
2024
Q2 		$1.08M Sell
54,508
-535
-1% -$10.2K 0.02% 162
2024
Q1 		$1.01M Sell
55,043
-178
-0.3% -$3.11K 0.02% 194
2023
Q4 		$974K Sell
55,221
-1,090
-2% -$18.6K 0.02% 169
2023
Q3 		$934K Sell
56,311
-3,931
-7% -$67.8K 0.02% 169
2023
Q2 		$1.04M Hold
60,242
– – 0.02% 156
2023
Q1 		$1.05M Buy
60,242
+1,472
+3% +$26.2K 0.03% 135
2022
Q4 		$1.06M Buy
58,770
+250
+0.4% +$4.5K 0.04% 129
2022
Q3 		$974K Buy
58,520
+1,302
+2% +$23.1K 0.05% 118
2022
Q2 		$959K Sell
57,218
-2,416
-4% -$45.2K 0.05% 128
2022
Q1 		$1.13M Sell
59,634
-2,946
-5% -$51.9K 0.05% 109
2021
Q4 		$993K Buy
+62,580
New +$1.04M 0.05% 131

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

Forum Financial Management's KMI Position: Q2 2026 in Review

Forum Financial Management increased its Kinder Morgan (KMI) stake by 0.4% in Q2 2026, buying an estimated $3.61K and bringing the position to 27,784 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #143.

Forum Financial Management first reported a position in KMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q3 2025. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Forum Financial Management held 27,784 shares of Kinder Morgan worth $888K as of Q2 2026.
  • Forum Financial Management bought 112 Kinder Morgan shares in Q2 2026, an estimated $3.61K.
  • Kinder Morgan made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #143 holding.
  • Forum Financial Management first reported a position in Kinder Morgan in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Kinder Morgan position peaked at $2.05M in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.