Lyell Wealth Management’s Kinder Morgan KMI Stock Holding History

Lyell 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
2026 Q1	$440K	Hold	13,135	–	–	0.03%	161
2025 Q4	$361K	Buy	13,135 +616	+5%	+$16.6K	0.03%	171
2025 Q3	$354K	Hold	12,519	–	–	0.03%	167
2025 Q2	$368K	Buy	12,519 +3,319	+36%	+$91.1K	0.03%	166
2025 Q1	$262K	Hold	9,200	–	–	0.02%	179
2024 Q4	$252K	Hold	9,200	–	–	0.02%	184
2024 Q3	$203K	Buy	+9,200	New	+$194K	0.02%	203

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

Lyell Wealth Management's KMI Position: Q1 2026 in Review

Lyell Wealth Management held its Kinder Morgan (KMI) position steady in Q1 2026 at 13,135 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #161.

Lyell Wealth Management first reported a position in KMI in Q3 2024 and has held it in 7 quarters since. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Lyell Wealth Management held 13,135 shares of Kinder Morgan worth $440K as of Q1 2026.
Lyell Wealth Management left its Kinder Morgan share count unchanged in Q1 2026.
Kinder Morgan made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #161 holding.
Lyell Wealth Management first reported a position in Kinder Morgan in Q3 2024 and has held it in 7 quarters since.
1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.