Integrated Wealth Concepts’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 | $3.93M | Buy |
117,255
+49,536
| +73% | +$1.55M | 0.03% | 502 |
|
|
2025
Q4 | $1.86M | Sell |
67,719
-33,923
| -33% | -$916K | 0.02% | 554 |
|
|
2025
Q3 | $2.88M | Buy |
101,642
+37,833
| +59% | +$1.04M | 0.03% | 544 |
|
|
2025
Q2 | $1.88M | Sell |
63,809
-2,744
| -4% | -$75.3K | 0.02% | 639 |
|
|
2025
Q1 | $1.9M | Sell |
66,553
-3,188
| -5% | -$88.3K | 0.02% | 591 |
|
|
2024
Q4 | $1.91M | Buy |
69,741
+2,802
| +4% | +$73K | 0.02% | 575 |
|
|
2024
Q3 | $1.48M | Buy |
66,939
+3,471
| +5% | +$73.1K | 0.02% | 651 |
|
|
2024
Q2 | $1.26M | Sell |
63,468
-1,329
| -2% | -$25.3K | 0.02% | 654 |
|
|
2024
Q1 | $1.19M | Buy |
64,797
+377
| +0.6% | +$6.58K | 0.02% | 685 |
|
|
2023
Q4 | $1.14M | Sell |
64,420
-136,588
| -68% | -$2.33M | 0.02% | 678 |
|
|
2023
Q3 | $3.33M | Sell |
201,008
-7,319
| -4% | -$126K | 0.06% | 303 |
|
|
2023
Q2 | $3.59M | Sell |
208,327
-12,732
| -6% | -$216K | 0.06% | 293 |
|
|
2023
Q1 | $3.87M | Buy |
221,059
+143,100
| +184% | +$2.55M | 0.08% | 237 |
|
|
2022
Q4 | $1.41M | Buy |
77,959
+27,175
| +54% | +$489K | 0.04% | 398 |
|
|
2022
Q3 | $845K | Sell |
50,784
-16,336
| -24% | -$290K | 0.03% | 458 |
|
|
2022
Q2 | $1.13M | Buy |
67,120
+23,975
| +56% | +$449K | 0.04% | 406 |
|
|
2022
Q1 | $816K | Buy |
43,145
+11,999
| +39% | +$211K | 0.02% | 443 |
|
|
2021
Q4 | $494K | Sell |
31,146
-4,666
| -13% | -$77.6K | 0.01% | 619 |
|
|
2021
Q3 | $599K | Buy |
35,812
+17,527
| +96% | +$298K | 0.02% | 536 |
|
|
2021
Q2 | $333K | Sell |
18,285
-1,426
| -7% | -$25.4K | 0.01% | 626 |
|
|
2021
Q1 | $328K | Sell |
19,711
-776
| -4% | -$11.9K | 0.01% | 566 |
|
|
2020
Q4 | $280K | Sell |
20,487
-133
| -0.6% | -$1.78K | 0.01% | 529 |
|
|
2020
Q3 | $254K | Buy |
20,620
+610
| +3% | +$8.5K | 0.02% | 493 |
|
|
2020
Q2 | $304K | Sell |
20,010
-3,134
| -14% | -$47.6K | 0.02% | 400 |
|
|
2020
Q1 | $322K | Buy |
23,144
+565
| +3% | +$10.8K | 0.03% | 295 |
|
|
2019
Q4 | $478K | Buy |
+22,579
| New | +$457K | 0.04% | 283 |
|
|
2019
Q3 | – | Sell |
-9,825
| Closed | -$205K | – | 433 |
|
|
2019
Q2 | $205K | Sell |
9,825
-1,419
| -13% | -$28.6K | 0.03% | 359 |
|
|
2019
Q1 | $225K | Sell |
11,244
-189
| -2% | -$3.53K | 0.04% | 291 |
|
|
2018
Q4 | $176K | Buy |
+11,433
| New | +$194K | 0.05% | 255 |
|
Other funds holding KMI
VCM
VPM
Integrated Wealth Concepts's KMI Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Kinder Morgan (KMI) stake by 73% in Q1 2026, buying an estimated $1.55M and bringing the position to 117,255 shares worth $3.93M. The position accounts for 0.03% of the portfolio, ranked #502.
Integrated Wealth Concepts first reported a position in KMI in Q4 2018 and has held it in 29 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- Integrated Wealth Concepts held 117,255 shares of Kinder Morgan worth $3.93M as of Q1 2026.
- Integrated Wealth Concepts bought 49,536 Kinder Morgan shares in Q1 2026, an estimated $1.55M.
- Kinder Morgan made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #502 holding.
- Integrated Wealth Concepts first reported a position in Kinder Morgan in Q4 2018 and has held it in 29 quarters since.
- 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.