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Sage Mountain Advisors’s Kinder Morgan KMI Stock Holding History

Sage Mountain 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
-17,745
Closed -$488K – 442
2025
Q4 		$488K Buy
17,745
+208
+1% +$5.62K 0.03% 281
2025
Q3 		$496K Sell
17,537
-1,525
-8% -$41.7K 0.03% 277
2025
Q2 		$560K Buy
19,062
+3,296
+21% +$90.5K 0.04% 223
2025
Q1 		$450K Buy
15,766
+1,626
+11% +$45K 0.03% 239
2024
Q4 		$387K Buy
14,140
+740
+6% +$19.3K 0.03% 249
2024
Q3 		$296K Buy
13,400
+2,988
+29% +$62.9K 0.03% 288
2024
Q2 		$207K Buy
+10,412
New +$199K 0.02% 331
2023
Q4 		– Sell
-10,515
Closed -$174K – 368
2023
Q3 		$174K Buy
+10,515
New +$181K 0.02% 258
2022
Q1 		– Sell
-18,723
Closed -$297K – 666
2021
Q4 		$297K Sell
18,723
-178
-0.9% -$2.96K 0.04% 441
2021
Q3 		$316K Sell
18,901
-55
-0.3% -$934 0.05% 345
2021
Q2 		$346K Buy
+18,956
New +$338K 0.06% 292

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

Sage Mountain Advisors's KMI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 17,745 shares — an estimated $488K sold.

Sage Mountain Advisors first reported a position in KMI in Q2 2021 and held it in 11 quarters. The position peaked at $560K in Q2 2025. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 17,745 Kinder Morgan shares in Q1 2026, an estimated $488K.
  • Sage Mountain Advisors first reported a position in Kinder Morgan in Q2 2021 and held it in 11 quarters.
  • Sage Mountain Advisors's Kinder Morgan position peaked at $560K in Q2 2025.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.