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Sacks & Associates’s Kinder Morgan KMI Stock Holding History

Sacks & Associates’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 		$620K Hold
19,273
– – 0.42% 49
2026
Q1 		$646K Hold
19,273
– – 0.48% 44
2025
Q4 		$530K Buy
+19,273
New +$521K 0.39% 50

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

Sacks & Associates's KMI Position: Q2 2026 in Review

Sacks & Associates held its Kinder Morgan (KMI) position steady in Q2 2026 at 19,273 shares worth $620K. The position accounts for 0.42% of the portfolio, ranked #49.

Sacks & Associates first reported a position in KMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $646K in Q1 2026. 1,816 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Sacks & Associates held 19,273 shares of Kinder Morgan worth $620K as of Q2 2026.
  • Sacks & Associates left its Kinder Morgan share count unchanged in Q2 2026.
  • Kinder Morgan made up 0.42% of Sacks & Associates's portfolio in Q2 2026, its #49 holding.
  • Sacks & Associates first reported a position in Kinder Morgan in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's Kinder Morgan position peaked at $646K in Q1 2026.
  • 1,816 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.