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Litman Gregory Wealth Management’s Kinder Morgan KMI Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$170K Buy
+6,180
New +$167K 0.01% 154
2020
Q4 		– Sell
-763
Closed -$9K – 210
2020
Q3 		$9K Buy
+763
New +$10.6K ﹤0.01% 151

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Litman Gregory Wealth Management's KMI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Kinder Morgan (KMI) in Q4 2025: 6,180 shares worth $170K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in KMI as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in KMI in Q3 2020 and has held it in 2 quarters since. 1,737 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

  • Litman Gregory Wealth Management held 6,180 shares of Kinder Morgan worth $170K as of Q4 2025.
  • Kinder Morgan was a new Litman Gregory Wealth Management position in Q4 2025.
  • Kinder Morgan made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #154 holding.
  • Litman Gregory Wealth Management first reported a position in Kinder Morgan in Q3 2020 and has held it in 2 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.