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AE Wealth Management’s Valmont Industries VMI Stock Holding History

AE Wealth Management’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
+2,030
New +$1.02M 0.01% 853
2023
Q4 		– Sell
-920
Closed -$221K – 2193
2023
Q3 		$221K Buy
+920
New +$237K ﹤0.01% 1746

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AE Wealth Management's VMI Position: Q2 2026 in Review

AE Wealth Management opened a new position in Valmont Industries (VMI) in Q2 2026: 2,030 shares worth $1.17M. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in VMI as recently as Q3 2023.

AE Wealth Management first reported a position in VMI in Q3 2023 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • AE Wealth Management held 2,030 shares of Valmont Industries worth $1.17M as of Q2 2026.
  • Valmont Industries was a new AE Wealth Management position in Q2 2026.
  • Valmont Industries made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #853 holding.
  • AE Wealth Management first reported a position in Valmont Industries in Q3 2023 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.