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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return