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Smith Salley Wealth Management’s Kinder Morgan KMI Stock Holding History

Smith Salley 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 		$1.65M Buy
51,665
+2,187
+4% +$70.5K 0.07% 129
2026
Q1 		$1.66M Buy
+49,478
New +$1.55M 0.08% 131
2017
Q4 		– Sell
-18,690
Closed -$359K – 186
2017
Q3 		$359K Sell
18,690
-1,110
-6% -$21.6K 0.07% 130
2017
Q2 		$379K Sell
19,800
-3,178
-14% -$63.2K 0.08% 124
2017
Q1 		$499K Sell
22,978
-433,408
-95% -$9.47M 0.1% 111
2016
Q4 		$9.45M Sell
456,386
-1,396
-0.3% -$29.5K 1.97% 11
2016
Q3 		$10.6M Buy
457,782
+12,465
+3% +$264K 2.35% 3
2016
Q2 		$8.33M Buy
445,317
+33,530
+8% +$598K 1.94% 10
2016
Q1 		$7.35M Buy
411,787
+90,038
+28% +$1.47M 1.84% 13
2015
Q4 		$4.8M Buy
321,749
+135,054
+72% +$3.22M 1.2% 32
2015
Q3 		$5.17M Sell
186,695
-766
-0.4% -$25.4K 1.39% 25
2015
Q2 		$7.2M Buy
187,461
+7,848
+4% +$328K 1.83% 11
2015
Q1 		$7.55M Buy
179,613
+27,601
+18% +$1.14M 1.93% 11
2014
Q4 		$6.43M Buy
152,012
+29,419
+24% +$1.16M 1.67% 16
2014
Q3 		$4.7M Buy
122,593
+19,535
+19% +$742K 1.25% 24
2014
Q2 		$3.74M Buy
103,058
+35,709
+53% +$1.21M 1% 31
2014
Q1 		$2.19M Buy
67,349
+4,301
+7% +$144K 1.37% 31
2013
Q4 		$2.27M Buy
63,048
+4,678
+8% +$164K 1.48% 27
2013
Q3 		$2.08M Buy
58,370
+4,322
+8% +$162K 1.67% 25
2013
Q2 		$2.06M Buy
+54,048
New +$2.1M 1.66% 25

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

Smith Salley Wealth Management's KMI Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Kinder Morgan (KMI) stake by 4.4% in Q2 2026, buying an estimated $70.5K and bringing the position to 51,665 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #129.

Smith Salley Wealth Management first reported a position in KMI in Q2 2013 and has held it in 20 quarters since. The position peaked at $10.6M in Q3 2016. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Smith Salley Wealth Management held 51,665 shares of Kinder Morgan worth $1.65M as of Q2 2026.
  • Smith Salley Wealth Management bought 2,187 Kinder Morgan shares in Q2 2026, an estimated $70.5K.
  • Kinder Morgan made up 0.07% of Smith Salley Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Smith Salley Wealth Management first reported a position in Kinder Morgan in Q2 2013 and has held it in 20 quarters since.
  • Smith Salley Wealth Management's Kinder Morgan position peaked at $10.6M in Q3 2016.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.