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Monograph Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Monograph Wealth Advisors’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 		– Sell
-50,767
Closed -$1.4M – 150
2025
Q4 		$1.4M Hold
50,767
– – 0.14% 52
2025
Q3 		$1.44M Buy
+50,767
New +$1.39M 0.15% 49

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monograph Wealth Advisors's KMI Position: Q1 2026 in Review

Monograph Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 50,767 shares — an estimated $1.4M sold.

Monograph Wealth Advisors first reported a position in KMI in Q3 2025 and held it in 2 quarters. The position peaked at $1.44M in Q3 2025. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Monograph Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
  • Monograph Wealth Advisors sold 50,767 Kinder Morgan shares in Q1 2026, an estimated $1.4M.
  • Monograph Wealth Advisors first reported a position in Kinder Morgan in Q3 2025 and held it in 2 quarters.
  • Monograph Wealth Advisors's Kinder Morgan position peaked at $1.44M in Q3 2025.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.