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Wealth Management Associates’s Kinder Morgan KMI Stock Holding History

Wealth Management 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
Q1 		$5.06M Buy
150,912
+769
+0.5% +$24K 1.75% 14
2025
Q4 		$4.13M Sell
150,143
-2,650
-2% -$71.6K 1.44% 15
2025
Q3 		$4.33M Sell
152,793
-4,644
-3% -$127K 1.54% 14
2025
Q2 		$4.63M Buy
157,437
+404
+0.3% +$11.1K 1.8% 13
2025
Q1 		$4.48M Sell
157,033
-6,043
-4% -$167K 1.92% 11
2024
Q4 		$4.47M Sell
163,076
-290
-0.2% -$7.56K 1.91% 12
2024
Q3 		$3.61M Buy
163,366
+496
+0.3% +$10.4K 1.59% 13
2024
Q2 		$3.24M Hold
162,870
– – 1.52% 14
2024
Q1 		$3.24M Sell
162,870
-4,254
-3% -$74.3K 1.52% 14
2023
Q4 		$2.95M Buy
167,124
+799
+0.5% +$13.6K 1.56% 13
2023
Q3 		$2.76M Sell
166,325
-472
-0.3% -$8.14K 1.61% 14
2023
Q2 		$2.87M Buy
166,797
+508
+0.3% +$8.63K 1.63% 13
2023
Q1 		$2.91M Buy
166,289
+89
+0.1% +$1.58K 1.8% 12
2022
Q4 		$3M Sell
166,200
-2,840
-2% -$51.1K 2% 11
2022
Q3 		$2.81M Sell
169,040
-1,064
-0.6% -$18.9K 1.98% 11
2022
Q2 		$2.85M Sell
170,104
-858
-0.5% -$16.1K 1.94% 11
2022
Q1 		$3.23M Sell
170,962
-1,354
-0.8% -$23.8K 1.83% 11
2021
Q4 		$2.73M Buy
172,316
+5,561
+3% +$92.5K 1.47% 12
2021
Q3 		$2.79M Buy
166,755
+571
+0.3% +$9.7K 1.63% 13
2021
Q2 		$3.03M Buy
166,184
+2,483
+2% +$44.3K 1.72% 13
2021
Q1 		$2.73M Buy
163,701
+17,112
+12% +$261K 1.73% 13
2020
Q4 		$2M Buy
146,589
+1,497
+1% +$20K 1.32% 14
2020
Q3 		$1.79M Buy
145,092
+2,545
+2% +$35.5K 1.38% 15
2020
Q2 		$2.16M Sell
142,547
-26
-0% -$395 1.82% 14
2020
Q1 		$1.98M Buy
142,573
+4,583
+3% +$87.2K 2.01% 14
2019
Q4 		$2.92M Buy
137,990
+1,210
+0.9% +$24.5K 2.09% 12
2019
Q3 		$2.82M Buy
136,780
+3,615
+3% +$74.2K 2.27% 10
2019
Q2 		$2.78M Buy
133,165
+2,342
+2% +$47.2K 2.77% 10
2019
Q1 		$2.62M Buy
130,823
+2,123
+2% +$39.6K 2.85% 9
2018
Q4 		$1.98M Buy
+128,700
New +$2.18M 2.67% 10

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

Wealth Management Associates's KMI Position: Q1 2026 in Review

Wealth Management Associates increased its Kinder Morgan (KMI) stake by 0.51% in Q1 2026, buying an estimated $24K and bringing the position to 150,912 shares worth $5.06M. The position accounts for 1.75% of the portfolio, ranked #14.

Wealth Management Associates first reported a position in KMI in Q4 2018 and has held it in 30 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Wealth Management Associates held 150,912 shares of Kinder Morgan worth $5.06M as of Q1 2026.
  • Wealth Management Associates bought 769 Kinder Morgan shares in Q1 2026, an estimated $24K.
  • Kinder Morgan made up 1.75% of Wealth Management Associates's portfolio in Q1 2026, its #14 holding.
  • Wealth Management Associates first reported a position in Kinder Morgan in Q4 2018 and has held it in 30 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.