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WJ Financial Advisors’s Kinder Morgan KMI Stock Holding History

WJ Financial Advisors’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 		$1.28M Sell
40,142
-79
-0.2% -$2.55K 0.94% 32
2026
Q1 		$1.35M Buy
40,221
+4,597
+13% +$144K 1.09% 28
2025
Q4 		$979K Buy
35,624
+29
+0.1% +$783 0.87% 33
2025
Q3 		$1.01M Buy
+35,595
New +$974K 0.98% 29

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

WJ Financial Advisors's KMI Position: Q2 2026 in Review

WJ Financial Advisors reduced its Kinder Morgan (KMI) stake by 0.2% in Q2 2026, selling an estimated $2.55K and leaving 40,142 shares worth $1.28M. The position accounts for 0.94% of the portfolio, ranked #32.

WJ Financial Advisors first reported a position in KMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2026. 1,829 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • WJ Financial Advisors held 40,142 shares of Kinder Morgan worth $1.28M as of Q2 2026.
  • WJ Financial Advisors sold 79 Kinder Morgan shares in Q2 2026, an estimated $2.55K.
  • Kinder Morgan made up 0.94% of WJ Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • WJ Financial Advisors first reported a position in Kinder Morgan in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Kinder Morgan position peaked at $1.35M in Q1 2026.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.