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Legacy Wealth Management (Idaho)’s Kinder Morgan KMI Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-22
Closed -$628 – 820
2025
Q1 		$628 Hold
22
– – ﹤0.01% 683
2024
Q4 		$595 Hold
22
– – ﹤0.01% 642
2024
Q3 		$590 Buy
+22
New +$463 ﹤0.01% 595

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KMI Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 22 shares — an estimated $628 sold.

Legacy Wealth Management (Idaho) first reported a position in KMI in Q3 2024 and held it in 3 quarters. The position peaked at $628 in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 22 Kinder Morgan shares in Q2 2025, an estimated $628.
  • Legacy Wealth Management (Idaho) first reported a position in Kinder Morgan in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Kinder Morgan position peaked at $628 in Q1 2025.
  • 1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.