TAFW
KMI icon

Tred Avon Family Wealth’s Kinder Morgan KMI Stock Holding History

Tred Avon Family Wealth’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 		$493K Sell
14,694
-746
-5% -$23.3K 0.16% 172
2025
Q4 		$424K Buy
15,440
+4,442
+40% +$120K 0.14% 168
2025
Q3 		$311K Buy
+10,998
New +$301K 0.11% 204

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

Tred Avon Family Wealth's KMI Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Kinder Morgan (KMI) stake by 4.8% in Q1 2026, selling an estimated $23.3K and leaving 14,694 shares worth $493K. The position accounts for 0.16% of the portfolio, ranked #172.

Tred Avon Family Wealth first reported a position in KMI in Q3 2025 and has held it in 3 quarters since. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Tred Avon Family Wealth held 14,694 shares of Kinder Morgan worth $493K as of Q1 2026.
  • Tred Avon Family Wealth sold 746 Kinder Morgan shares in Q1 2026, an estimated $23.3K.
  • Kinder Morgan made up 0.16% of Tred Avon Family Wealth's portfolio in Q1 2026, its #172 holding.
  • Tred Avon Family Wealth first reported a position in Kinder Morgan in Q3 2025 and has held it in 3 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.