WSTAM
KMI icon

Wilbanks Smith & Thomas Asset Management’s Kinder Morgan KMI Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$724K Sell
39,464
-2,930
-7% -$51.2K 0.02% 278
2023
Q4 		$748K Buy
42,394
+968
+2% +$16.5K 0.02% 271
2023
Q3 		$687K Sell
41,426
-351
-0.8% -$6.05K 0.02% 266
2023
Q2 		$719K Buy
41,777
+2,317
+6% +$39.3K 0.02% 257
2023
Q1 		$691K Sell
39,460
-4,360
-10% -$77.5K 0.02% 259
2022
Q4 		$792K Buy
+43,820
New +$788K 0.03% 244
2020
Q1 		– Sell
-23,083
Closed -$489K – 411
2019
Q4 		$489K Buy
23,083
+408
+2% +$8.26K 0.03% 252
2019
Q3 		$467K Buy
22,675
+119
+0.5% +$2.44K 0.03% 240
2019
Q2 		$471K Hold
22,556
– – 0.03% 241
2019
Q1 		$451K Sell
22,556
-1,000
-4% -$18.7K 0.03% 252
2018
Q4 		$362K Buy
23,556
+3,174
+16% +$53.7K 0.02% 234
2018
Q3 		$361K Sell
20,382
-1,193
-6% -$21.3K 0.02% 277
2018
Q2 		$381K Sell
21,575
-60,750
-74% -$994K 0.03% 232
2018
Q1 		$1.24M Sell
82,325
-2,846
-3% -$49.3K 0.1% 126
2017
Q4 		$1.54M Sell
85,171
-43,622
-34% -$783K 0.12% 117
2017
Q3 		$2.47M Buy
128,793
+18,217
+16% +$355K 0.21% 88
2017
Q2 		$2.12M Sell
110,576
-16,907
-13% -$336K 0.19% 94
2017
Q1 		$2.77M Sell
127,483
-1,296
-1% -$28.3K 0.24% 74
2016
Q4 		$2.67M Sell
128,779
-44,588
-26% -$942K 0.24% 73
2016
Q3 		$4.01M Sell
173,367
-4,333
-2% -$91.8K 0.37% 45
2016
Q2 		$3.33M Sell
177,700
-3,185
-2% -$56.8K 0.35% 56
2016
Q1 		$3.23M Sell
180,885
-2,215
-1% -$36.2K 0.39% 51
2015
Q4 		$2.73M Sell
183,100
-37,540
-17% -$895K 0.27% 62
2015
Q3 		$6.11M Buy
220,640
+50,996
+30% +$1.69M 0.87% 22
2015
Q2 		$6.51M Buy
169,644
+53,853
+47% +$2.25M 0.64% 28
2015
Q1 		$4.87M Buy
115,791
+1,927
+2% +$79.8K 0.48% 35
2014
Q4 		$4.82M Buy
+113,864
New +$4.48M 0.49% 37

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's KMI Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Kinder Morgan (KMI) stake by 6.9% in Q1 2024, selling an estimated $51.2K and leaving 39,464 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #278.

Wilbanks Smith & Thomas Asset Management first reported a position in KMI in Q4 2014 and has held it in 27 quarters since. The position peaked at $6.51M in Q2 2015. 1,370 funds tracked by Wall St. Rank hold KMI as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 39,464 shares of Kinder Morgan worth $724K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 2,930 Kinder Morgan shares in Q1 2024, an estimated $51.2K.
  • Kinder Morgan made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #278 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 27 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Kinder Morgan position peaked at $6.51M in Q2 2015.
  • 1,370 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.