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Meridian Wealth Management’s Kinder Morgan KMI Stock Holding History

Meridian 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 		$5.99M Sell
187,278
-20,829
-10% -$671K 0.18% 113
2026
Q1 		$6.98M Buy
208,107
+9,115
+5% +$285K 0.25% 83
2025
Q4 		$5.47M Buy
198,992
+16,971
+9% +$458K 0.19% 100
2025
Q3 		$5.15M Buy
182,021
+8,193
+5% +$224K 0.2% 99
2025
Q2 		$5.11M Sell
173,828
-4,022
-2% -$110K 0.22% 102
2025
Q1 		$5.07M Sell
177,850
-23,505
-12% -$651K 0.25% 91
2024
Q4 		$5.52M Sell
201,355
-23,051
-10% -$601K 0.26% 86
2024
Q3 		$4.96M Sell
224,406
-6,947
-3% -$146K 0.24% 89
2024
Q2 		$4.6M Buy
+231,353
New +$4.41M 0.55% 42
2024
Q1 		– Sell
-222,610
Closed -$3.93M – 360
2023
Q4 		$3.93M Buy
222,610
+5,465
+3% +$93.1K 0.25% 88
2023
Q3 		$3.6M Buy
217,145
+17,041
+9% +$294K 0.22% 93
2023
Q2 		$3.45M Buy
200,104
+9,643
+5% +$164K 0.29% 72
2023
Q1 		$3.33M Buy
190,461
+21,700
+13% +$386K 0.29% 80
2022
Q4 		$3.05M Buy
168,761
+27,208
+19% +$489K 0.3% 72
2022
Q3 		$2.35M Buy
141,553
+9,681
+7% +$172K 0.25% 93
2022
Q2 		$2.21M Sell
131,872
-3,762
-3% -$70.4K 0.18% 139
2022
Q1 		$2.56M Buy
135,634
+11,308
+9% +$199K 0.28% 82
2021
Q4 		$1.97M Sell
124,326
-18,948
-13% -$315K 0.21% 94
2021
Q3 		$2.4M Buy
143,274
+55,597
+63% +$944K 0.3% 77
2021
Q2 		$1.6M Buy
87,677
+1,870
+2% +$33.3K 0.2% 97
2021
Q1 		$1.43M Buy
85,807
+13,538
+19% +$207K 0.21% 95
2020
Q4 		$987K Sell
72,269
-9,648
-12% -$129K 0.16% 119
2020
Q3 		$1.01M Buy
81,917
+11,943
+17% +$166K 0.25% 80
2020
Q2 		$1.06M Buy
69,974
+16,270
+30% +$247K 0.36% 62
2020
Q1 		$747K Buy
53,704
+39,334
+274% +$749K 0.33% 68
2019
Q4 		$304K Buy
14,370
+175
+1% +$3.54K 0.15% 151
2019
Q3 		$293K Buy
14,195
+147
+1% +$3.02K 0.14% 153
2019
Q2 		$293K Buy
+14,048
New +$283K 0.12% 150

Other funds holding KMI

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Meridian Wealth Management reduced its Kinder Morgan (KMI) stake by 10% in Q2 2026, selling an estimated $671K and leaving 187,278 shares worth $5.99M. The position accounts for 0.18% of the portfolio, ranked #113.

Meridian Wealth Management first reported a position in KMI in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.98M in Q1 2026. 1,834 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Meridian Wealth Management held 187,278 shares of Kinder Morgan worth $5.99M as of Q2 2026.
  • Meridian Wealth Management sold 20,829 Kinder Morgan shares in Q2 2026, an estimated $671K.
  • Kinder Morgan made up 0.18% of Meridian Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Meridian Wealth Management first reported a position in Kinder Morgan in Q2 2019 and has held it in 28 quarters since.
  • Meridian Wealth Management's Kinder Morgan position peaked at $6.98M in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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