Addison Advisors’s Vulcan Materials VMC Stock Holding History

Addison Advisors’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Hold	44	–	–	﹤0.01%	631
2025 Q4	$12.6K	Buy	44 +7	+19%	+$2.05K	﹤0.01%	604
2025 Q3	$11.4K	Hold	37	–	–	﹤0.01%	620
2025 Q2	$9.65K	Hold	37	–	–	﹤0.01%	625
2025 Q1	$8.63K	Hold	37	–	–	﹤0.01%	604
2024 Q4	$9.52K	Hold	37	–	–	﹤0.01%	597
2024 Q3	$9.27K	Hold	37	–	–	﹤0.01%	603
2024 Q2	$9.2K	Sell	37 -5	-12%	-$1.29K	﹤0.01%	574
2024 Q1	$11.5K	Hold	42	–	–	﹤0.01%	509
2023 Q4	$9.54K	Hold	42	–	–	﹤0.01%	516
2023 Q3	$8.48K	Buy	+42	New	+$9.14K	﹤0.01%	502
2023 Q1	–	Sell	-4	Closed	-$700	–	786
2022 Q4	$700	Hold	4	–	–	﹤0.01%	648
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	660
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	651
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	687
2021 Q4	$1K	Buy	+4	New	+$775	﹤0.01%	644

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Addison Advisors's VMC Position: Q1 2026 in Review

Addison Advisors held its Vulcan Materials (VMC) position steady in Q1 2026 at 44 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Addison Advisors first reported a position in VMC in Q4 2021 and has held it in 16 quarters since. The position peaked at $12.6K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Addison Advisors held 44 shares of Vulcan Materials worth $12K as of Q1 2026.
Addison Advisors left its Vulcan Materials share count unchanged in Q1 2026.
Vulcan Materials made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #631 holding.
Addison Advisors first reported a position in Vulcan Materials in Q4 2021 and has held it in 16 quarters since.
Addison Advisors's Vulcan Materials position peaked at $12.6K in Q4 2025.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.