IMA Advisory Services’s Kinder Morgan KMI Stock Holding History

IMA Advisory Services’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	$4.04M	Sell	120,545 -13,511	-10%	-$422K	0.39%	55
2025 Q4	$3.69M	Sell	134,056 -1,536	-1%	-$41.5K	0.35%	60
2025 Q3	$3.84M	Sell	135,592 -277	-0.2%	-$7.58K	0.39%	57
2025 Q2	$3.99M	Buy	135,869 +1,372	+1%	+$37.7K	0.43%	48
2025 Q1	$3.84M	Sell	134,497 -9,269	-6%	-$257K	0.46%	45
2024 Q4	$3.94M	Sell	143,766 -1,272	-0.9%	-$33.2K	0.47%	45
2024 Q3	$3.2M	Sell	145,038 -15,947	-10%	-$336K	0.7%	41
2024 Q2	$3.2M	Sell	160,985 -5,487	-3%	-$105K	1.41%	21
2024 Q1	$3.05M	Sell	166,472 -13,735	-8%	-$240K	1.44%	23
2023 Q4	$3.18M	Sell	180,207 -16,202	-8%	-$276K	1.59%	20
2023 Q3	$3.26M	Sell	196,409 -3,177	-2%	-$54.8K	0.84%	35
2023 Q2	$3.44M	Buy	199,586 +1,033	+0.5%	+$17.5K	0.88%	34
2023 Q1	$3.48M	Buy	198,553 +1,424	+0.7%	+$25.3K	0.9%	28
2022 Q4	$3.56M	Sell	197,129 -964	-0.5%	-$17.3K	0.94%	21
2022 Q3	$3.3M	Buy	198,093 +23,620	+14%	+$420K	0.89%	30
2022 Q2	$2.92M	Buy	174,473 +2,424	+1%	+$45.4K	0.72%	40
2022 Q1	$3.25M	Buy	+172,049	New	+$3.03M	0.75%	36
2020 Q2	–	Sell	-5,501	Closed	-$77K	–	251
2020 Q1	$77K	Hold	5,501	–	–	0.03%	134
2019 Q4	$116K	Hold	5,501	–	–	0.04%	123
2019 Q3	$113K	Sell	5,501 -3,612	-40%	-$74.2K	0.04%	125
2019 Q2	$190K	Hold	9,113	–	–	0.07%	105
2019 Q1	$182K	Sell	9,113 -113,750	-93%	-$2.12M	0.07%	104
2018 Q4	$1.89M	Sell	122,863 -16,493	-12%	-$279K	0.88%	40
2018 Q3	$2.47M	Buy	139,356 +2,212	+2%	+$39.5K	0.97%	35
2018 Q2	$2.42M	Buy	137,144 +13,790	+11%	+$226K	1.01%	37
2018 Q1	$1.86M	Buy	123,354 +98,093	+388%	+$1.7M	0.83%	49
2017 Q4	$456K	Sell	25,261 -82,084	-76%	-$1.47M	0.2%	103
2017 Q3	$2.06M	Buy	107,345 +57,543	+116%	+$1.12M	0.96%	35
2017 Q2	$954K	Sell	49,802 -8,589	-15%	-$171K	0.46%	79
2017 Q1	$1.27M	Buy	+58,391	New	+$1.28M	0.64%	57

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

IMA Advisory Services's KMI Position: Q1 2026 in Review

IMA Advisory Services reduced its Kinder Morgan (KMI) stake by 10% in Q1 2026, selling an estimated $422K and leaving 120,545 shares worth $4.04M. The position accounts for 0.39% of the portfolio, ranked #55.

IMA Advisory Services first reported a position in KMI in Q1 2017 and has held it in 30 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

IMA Advisory Services held 120,545 shares of Kinder Morgan worth $4.04M as of Q1 2026.
IMA Advisory Services sold 13,511 Kinder Morgan shares in Q1 2026, an estimated $422K.
Kinder Morgan made up 0.39% of IMA Advisory Services's portfolio in Q1 2026, its #55 holding.
IMA Advisory Services first reported a position in Kinder Morgan in Q1 2017 and has held it in 30 quarters since.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.