Lumbard & Kellner’s Enterprise Products Partners EPD Stock Holding History

Lumbard & Kellner’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	7,750 +2,250	+41%	+$84.9K	0.09%	93
2026 Q1	$208K	Buy	+5,500	New	+$195K	0.07%	97
2025 Q2	–	Sell	-5,500	Closed	-$188K	–	92
2025 Q1	$188K	Buy	+5,500	New	+$183K	0.08%	80

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Lumbard & Kellner's EPD Position: Q2 2026 in Review

Lumbard & Kellner increased its Enterprise Products Partners (EPD) stake by 41% in Q2 2026, buying an estimated $84.9K and bringing the position to 7,750 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #93.

Lumbard & Kellner first reported a position in EPD in Q1 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Lumbard & Kellner held 7,750 shares of Enterprise Products Partners worth $285K as of Q2 2026.
Lumbard & Kellner bought 2,250 Enterprise Products Partners shares in Q2 2026, an estimated $84.9K.
Enterprise Products Partners made up 0.09% of Lumbard & Kellner's portfolio in Q2 2026, its #93 holding.
Lumbard & Kellner first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 3 quarters since.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.