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Joel Isaacson & Co’s Kinder Morgan KMI Stock Holding History

Joel Isaacson & Co’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 		$814K Hold
25,448
– – 0.02% 231
2026
Q1 		$853K Hold
25,448
– – 0.03% 215
2025
Q4 		$700K Buy
25,448
+254
+1% +$6.86K 0.02% 236
2025
Q3 		$713K Buy
25,194
+219
+0.9% +$5.99K 0.03% 218
2025
Q2 		$734K Hold
24,975
– – 0.03% 202
2025
Q1 		$713K Hold
24,975
– – 0.03% 192
2024
Q4 		$684K Hold
24,975
– – 0.03% 196
2024
Q3 		$552K Hold
24,975
– – 0.03% 207
2024
Q2 		$496K Hold
24,975
– – 0.03% 213
2024
Q1 		$458K Hold
24,975
– – 0.03% 221
2023
Q4 		$441K Hold
24,975
– – 0.03% 206
2023
Q3 		$414K Hold
24,975
– – 0.03% 205
2023
Q2 		$430K Hold
24,975
– – 0.03% 206
2023
Q1 		$437K Buy
24,975
+475
+2% +$8.45K 0.03% 202
2022
Q4 		$443K Hold
24,500
– – 0.03% 197
2022
Q3 		$408K Hold
24,500
– – 0.04% 186
2022
Q2 		$411K Hold
24,500
– – 0.03% 184
2022
Q1 		$479K Hold
24,500
– – 0.04% 180
2021
Q4 		$389K Hold
24,500
– – 0.03% 222
2021
Q3 		$410K Buy
+24,500
New +$416K 0.03% 203
2017
Q1 		– Sell
-2,199
Closed -$46K – 362
2016
Q4 		$46K Hold
2,199
– – 0.01% 321
2016
Q3 		$51K Sell
2,199
-2,387
-52% -$50.6K 0.01% 316
2016
Q2 		$86K Sell
4,586
-812
-15% -$14.5K 0.02% 253
2016
Q1 		$96K Buy
5,398
+1,480
+38% +$24.2K 0.02% 245
2015
Q4 		$58K Buy
3,918
+93
+2% +$2.22K 0.01% 309
2015
Q3 		$106K Sell
3,825
-1,612
-30% -$53.4K 0.03% 220
2015
Q2 		$209K Sell
5,437
-1,127
-17% -$47K 0.05% 159
2015
Q1 		$276K Buy
6,564
+148
+2% +$6.13K 0.07% 128
2014
Q4 		$271K Buy
+6,416
New +$253K 0.07% 122

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joel Isaacson & Co's KMI Position: Q2 2026 in Review

Joel Isaacson & Co held its Kinder Morgan (KMI) position steady in Q2 2026 at 25,448 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #231.

Joel Isaacson & Co first reported a position in KMI in Q4 2014 and has held it in 29 quarters since. The position peaked at $853K in Q1 2026. 1,124 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Joel Isaacson & Co held 25,448 shares of Kinder Morgan worth $814K as of Q2 2026.
  • Joel Isaacson & Co left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #231 holding.
  • Joel Isaacson & Co first reported a position in Kinder Morgan in Q4 2014 and has held it in 29 quarters since.
  • Joel Isaacson & Co's Kinder Morgan position peaked at $853K in Q1 2026.
  • 1,124 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.