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 Q2	$420K	Hold	13,135	–	–	0.03%	178
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lyell Wealth Management's KMI Position: Q2 2026 in Review

Lyell Wealth Management held its Kinder Morgan (KMI) position steady in Q2 2026 at 13,135 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #178.

Lyell Wealth Management first reported a position in KMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q1 2026. 1,838 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Lyell Wealth Management held 13,135 shares of Kinder Morgan worth $420K as of Q2 2026.
Lyell Wealth Management left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #178 holding.
Lyell Wealth Management first reported a position in Kinder Morgan in Q3 2024 and has held it in 8 quarters since.
Lyell Wealth Management's Kinder Morgan position peaked at $440K in Q1 2026.
1,838 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.