Williams Jones Wealth Management’s Kinder Morgan KMI Stock Holding History

Williams Jones Wealth 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
2026 Q2	–	Sell	-6,216	Closed	-$208K	–	554
2026 Q1	$208K	Buy	+6,216	New	+$194K	﹤0.01%	474
2025 Q1	–	Sell	-14,082	Closed	-$386K	–	511
2024 Q4	$386K	Buy	14,082 +2,372	+20%	+$61.8K	﹤0.01%	383
2024 Q3	$259K	Buy	+11,710	New	+$247K	﹤0.01%	452
2022 Q1	–	Sell	-14,767	Closed	-$234K	–	542
2021 Q4	$234K	Sell	14,767 -3,000	-17%	-$49.9K	﹤0.01%	440
2021 Q3	$297K	Sell	17,767 -15,000	-46%	-$255K	﹤0.01%	401
2021 Q2	$597K	Buy	32,767 +1,980	+6%	+$35.3K	0.01%	298
2021 Q1	$513K	Buy	30,787 +1,917	+7%	+$29.3K	0.01%	308
2020 Q4	$395K	Sell	28,870 -18,406	-39%	-$246K	0.01%	323
2020 Q3	$583K	Sell	47,276 -94,480	-67%	-$1.32M	0.01%	249
2020 Q2	$2.15M	Buy	141,756 +721	+0.5%	+$11K	0.04%	155
2020 Q1	$1.96M	Sell	141,035 -200,295	-59%	-$3.81M	0.05%	139
2019 Q4	$7.23M	Buy	341,330 +56,339	+20%	+$1.14M	0.14%	96
2019 Q3	$5.87M	Buy	+284,991	New	+$5.85M	0.12%	109

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Williams Jones Wealth Management's KMI Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 6,216 shares — an estimated $208K sold.

Williams Jones Wealth Management first reported a position in KMI in Q3 2019 and held it in 13 quarters. The position peaked at $7.23M in Q4 2019. 1,824 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Williams Jones Wealth Management reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 6,216 Kinder Morgan shares in Q2 2026, an estimated $208K.
Williams Jones Wealth Management first reported a position in Kinder Morgan in Q3 2019 and held it in 13 quarters.
Williams Jones Wealth Management's Kinder Morgan position peaked at $7.23M in Q4 2019.
1,824 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.