Icon Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Icon Wealth Advisors’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	$4.4M	Sell	138,222 -60,219	-30%	-$1.88M	0.29%	57
2025 Q4	$5.46M	Sell	198,441 -21,747	-10%	-$588K	0.36%	53
2025 Q3	$6.23M	Sell	220,188 -31,492	-13%	-$862K	0.42%	48
2025 Q2	$7.4M	Sell	251,680 -16,984	-6%	-$466K	0.53%	39
2025 Q1	$7.66M	Sell	268,664 -7,070	-3%	-$196K	0.63%	36
2024 Q4	$7.56M	Sell	275,734 -17,045	-6%	-$444K	0.62%	33
2024 Q3	$6.47M	Buy	292,779 +33,255	+13%	+$701K	0.54%	36
2024 Q2	$5.48M	Buy	259,524 +70,196	+37%	+$1.34M	0.49%	42
2024 Q1	$3.47M	Sell	189,328 -103,025	-35%	-$1.8M	0.32%	63
2023 Q4	$5.16M	Buy	+292,353	New	+$4.98M	0.54%	36
2022 Q4	$6.83M	Buy	377,876 +28,132	+8%	+$506K	0.79%	25
2022 Q3	$5.82M	Buy	+349,744	New	+$6.22M	0.71%	28

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Wealth Advisors's KMI Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Kinder Morgan (KMI) stake by 30% in Q1 2026, selling an estimated $1.88M and leaving 138,222 shares worth $4.4M. The position accounts for 0.29% of the portfolio, ranked #57.

Icon Wealth Advisors first reported a position in KMI in Q3 2022 and has held it in 12 quarters since. The position peaked at $7.66M in Q1 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Icon Wealth Advisors held 138,222 shares of Kinder Morgan worth $4.4M as of Q1 2026.
Icon Wealth Advisors sold 60,219 Kinder Morgan shares in Q1 2026, an estimated $1.88M.
Kinder Morgan made up 0.29% of Icon Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Icon Wealth Advisors first reported a position in Kinder Morgan in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Kinder Morgan position peaked at $7.66M in Q1 2025.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.