Lantern Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Lantern 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	$1.88M	Sell	55,927 -802	-1%	-$25.1K	0.96%	27
2025 Q4	$1.56M	Buy	56,729 +2	+0%	+$54	0.83%	32
2025 Q3	$1.61M	Sell	56,727 -398	-0.7%	-$10.9K	0.85%	30
2025 Q2	$1.68M	Buy	+57,125	New	+$1.57M	1%	27
2024 Q4	$1.59M	Sell	58,013 -587	-1%	-$15.3K	1.03%	26
2024 Q3	$1.29M	Hold	58,600	–	–	0.9%	33
2024 Q2	$1.16M	Buy	58,600 +1,500	+3%	+$28.6K	0.84%	36
2024 Q1	$1.05M	Hold	57,100	–	–	0.74%	39
2023 Q4	$1.01M	Buy	+57,100	New	+$973K	0.79%	37

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

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

Lantern Wealth Advisors reduced its Kinder Morgan (KMI) stake by 1.4% in Q1 2026, selling an estimated $25.1K and leaving 55,927 shares worth $1.88M. The position accounts for 0.96% of the portfolio, ranked #27.

Lantern Wealth Advisors first reported a position in KMI in Q4 2023 and has held it in 9 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Lantern Wealth Advisors held 55,927 shares of Kinder Morgan worth $1.88M as of Q1 2026.
Lantern Wealth Advisors sold 802 Kinder Morgan shares in Q1 2026, an estimated $25.1K.
Kinder Morgan made up 0.96% of Lantern Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Lantern Wealth Advisors first reported a position in Kinder Morgan in Q4 2023 and has held it in 9 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

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