KMI β€” KINDER MORGAN INC

Ownership history in Lumbard & Kellner, LLC  Β·  23 quarters on record

AI Ownership Summary

Lumbard & Kellner, LLC reported KINDER MORGAN INC (KMI) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.23% in 2023 Q3. The latest visible filing shows KMI at 2.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lumbard & Kellner, LLC's position in KINDER MORGAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KMI was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.23% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lumbard & Kellner, LLC held KMI β€” position size vs. price
% of Fund (quarterly)    KMI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 245,298 -3,091 -1.2% 2.36% $6.7M 2026-02-14 (Est.) $32.32
2025 Q3 ADDED 248,389 +9,518 +4.0% 2.59% $7.0M 2025-11-12 $26.75
2025 Q2 REDUCED 238,871 -3,432 -1.4% 3.06% $7.0M 2025-08-13 $26.31
2025 Q1 REDUCED 242,303 -384 -0.2% 3.05% $6.9M 2025-04-21 $24.72
2024 Q4 REDUCED 242,687 -140,192 -36.6% 2.86% $6.6M 2025-02-14 $25.45
2024 Q3 ADDED 382,879 +4,688 +1.2% 3.73% $8.5M 2024-11-12 $25.78
2024 Q2 REDUCED 378,191 -4,962 -1.3% 3.55% $7.5M 2024-08-09 $19.71
2024 Q1 REDUCED 383,153 -3,266 -0.8% 3.42% $7.0M 2024-05-16 $18.13
2023 Q4 ADDED 386,419 +2,302 +0.6% 3.95% $6.8M 2024-02-12 $15.28
2023 Q3 REDUCED 384,117 -5,127 -1.3% 4.23% $6.4M 2023-11-14 $15.05
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lumbard & Kellner, LLC and KMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lumbard & Kellner, LLC reported owning KMI?

Lumbard & Kellner, LLC reported KMI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KMI position in Lumbard & Kellner, LLC's portfolio?

The largest reported portfolio weight for KMI was 4.23% in 2023 Q3.

What is the latest reported KMI position on this page?

The most recent filing on this page is 2025 Q4, when Lumbard & Kellner, LLC reported 245,298 shares, equal to 2.36% of portfolio, with an estimated market value of $6.7M.

What does the chart on this KMI ownership page compare?

The chart compares Lumbard & Kellner, LLC's quarterly KMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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