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Sargent Investment Group’s Kinder Morgan KMI Stock Holding History

Sargent Investment Group’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 		$4.15M Buy
123,841
+4,334
+4% +$135K 0.55% 44
2025
Q4 		$3.29M Sell
119,507
-5,311
-4% -$143K 0.41% 51
2025
Q3 		$3.53M Buy
124,818
+14,676
+13% +$402K 0.5% 48
2025
Q2 		$2.95M Buy
110,142
+15,004
+16% +$412K 0.4% 51
2025
Q1 		$2.71M Buy
95,138
+5,148
+6% +$143K 0.43% 49
2024
Q4 		$2.57M Buy
89,990
+2,651
+3% +$69.1K 0.42% 50
2024
Q3 		$1.93M Buy
87,339
+2,245
+3% +$47.3K 0.35% 59
2024
Q2 		$1.69M Buy
85,094
+15,660
+23% +$299K 0.34% 64
2024
Q1 		$1.27M Sell
69,434
-13,970
-17% -$244K 0.28% 69
2023
Q4 		$1.47M Buy
83,404
+3,353
+4% +$57.1K 0.32% 63
2023
Q3 		$1.33M Buy
80,051
+6,165
+8% +$106K 0.32% 62
2023
Q2 		$1.27M Buy
73,886
+7,685
+12% +$131K 0.31% 66
2023
Q1 		$1.17M Buy
66,201
+4,135
+7% +$73.5K 0.31% 72
2022
Q4 		$1.12M Buy
62,066
+4,360
+8% +$78.4K 0.35% 73
2022
Q3 		$1M Buy
57,706
+7,610
+15% +$135K 0.31% 69
2022
Q2 		$840K Buy
50,096
+2,916
+6% +$54.6K 0.26% 75
2022
Q1 		$892K Buy
47,180
+4,645
+11% +$81.8K 0.22% 82
2021
Q4 		$675K Buy
42,535
+9,944
+31% +$165K 0.15% 100
2021
Q3 		$545K Buy
32,591
+3,625
+13% +$61.6K 0.13% 110
2021
Q2 		$528K Hold
28,966
– – 0.13% 116
2021
Q1 		$482K Buy
28,966
+6,415
+28% +$98K 0.13% 119
2020
Q4 		$308K Buy
22,551
+11,335
+101% +$152K 0.1% 139
2020
Q3 		$138K Buy
+11,216
New +$156K 0.05% 156
2019
Q3 		– Sell
-34,818
Closed -$727K – 150
2019
Q2 		$727K Hold
34,818
– – 0.33% 67
2019
Q1 		$697K Hold
34,818
– – 0.34% 65
2018
Q4 		$536K Buy
+34,818
New +$589K 0.33% 62

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

Sargent Investment Group's KMI Position: Q1 2026 in Review

Sargent Investment Group increased its Kinder Morgan (KMI) stake by 3.6% in Q1 2026, buying an estimated $135K and bringing the position to 123,841 shares worth $4.15M. The position accounts for 0.55% of the portfolio, ranked #44.

Sargent Investment Group first reported a position in KMI in Q4 2018 and has held it in 26 quarters since. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Sargent Investment Group held 123,841 shares of Kinder Morgan worth $4.15M as of Q1 2026.
  • Sargent Investment Group bought 4,334 Kinder Morgan shares in Q1 2026, an estimated $135K.
  • Kinder Morgan made up 0.55% of Sargent Investment Group's portfolio in Q1 2026, its #44 holding.
  • Sargent Investment Group first reported a position in Kinder Morgan in Q4 2018 and has held it in 26 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.