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Welch & Forbes’s Kinder Morgan KMI Stock Holding History

Welch & Forbes’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 		$261K Sell
8,169
-123
-1% -$3.96K ﹤0.01% 353
2026
Q1 		$278K Sell
8,292
-121
-1% -$3.78K ﹤0.01% 332
2025
Q4 		$231K Sell
8,413
-2,245
-21% -$60.6K ﹤0.01% 356
2025
Q3 		$302K Sell
10,658
-1,144
-10% -$31.3K ﹤0.01% 329
2025
Q2 		$347K Sell
11,802
-400
-3% -$11K ﹤0.01% 308
2025
Q1 		$348K Buy
+12,202
New +$338K ﹤0.01% 304
2021
Q3 		– Sell
-15,919
Closed -$290K – 389
2021
Q2 		$290K Hold
15,919
– – ﹤0.01% 353
2021
Q1 		$265K Sell
15,919
-296
-2% -$4.52K ﹤0.01% 353
2020
Q4 		$222K Buy
16,215
+4,183
+35% +$56K ﹤0.01% 371
2020
Q3 		$148K Buy
+12,032
New +$168K ﹤0.01% 350
2015
Q4 		– Sell
-17,307
Closed -$479K – 337
2015
Q3 		$479K Sell
17,307
-2,420
-12% -$80.1K 0.02% 247
2015
Q2 		$757K Sell
19,727
-255
-1% -$10.6K 0.02% 218
2015
Q1 		$840K Sell
19,982
-9,271
-32% -$384K 0.03% 215
2014
Q4 		$1.24M Buy
29,253
+23,928
+449% +$942K 0.04% 200
2014
Q3 		$204K Buy
+5,325
New +$202K 0.01% 338

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

Welch & Forbes's KMI Position: Q2 2026 in Review

Welch & Forbes reduced its Kinder Morgan (KMI) stake by 1.5% in Q2 2026, selling an estimated $3.96K and leaving 8,169 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Welch & Forbes first reported a position in KMI in Q3 2014 and has held it in 15 quarters since. The position peaked at $1.24M in Q4 2014. 1,830 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Welch & Forbes held 8,169 shares of Kinder Morgan worth $261K as of Q2 2026.
  • Welch & Forbes sold 123 Kinder Morgan shares in Q2 2026, an estimated $3.96K.
  • Kinder Morgan made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #353 holding.
  • Welch & Forbes first reported a position in Kinder Morgan in Q3 2014 and has held it in 15 quarters since.
  • Welch & Forbes's Kinder Morgan position peaked at $1.24M in Q4 2014.
  • 1,830 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.