AllGen Financial Advisors’s Vulcan Materials VMC Stock Holding History

AllGen Financial 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 Q2	$227K	Hold	770	–	–	0.05%	34
2026 Q1	$210K	Hold	770	–	–	0.05%	40
2025 Q4	$220K	Hold	770	–	–	0.05%	38
2025 Q3	$237K	Hold	770	–	–	0.06%	38
2025 Q2	$201K	Buy	+770	New	+$198K	0.05%	41
2024 Q2	–	Sell	-770	Closed	-$210K	–	42
2024 Q1	$210K	Buy	+770	New	+$190K	0.09%	37
2023 Q3	–	Sell	-960	Closed	-$216K	–	35
2023 Q2	$216K	Buy	+960	New	+$184K	0.14%	34
2023 Q1	–	Sell	-1,225	Closed	-$215K	–	37
2022 Q4	$215K	Buy	+1,225	New	+$209K	0.15%	35
2022 Q2	–	Sell	-1,225	Closed	-$225K	–	40
2022 Q1	$225K	Hold	1,225	–	–	0.19%	34
2021 Q4	$254K	Hold	1,225	–	–	0.19%	36
2021 Q3	$207K	Hold	1,225	–	–	0.17%	33
2021 Q2	$213K	Buy	+1,225	New	+$219K	0.16%	33

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

AllGen Financial Advisors's VMC Position: Q2 2026 in Review

AllGen Financial Advisors held its Vulcan Materials (VMC) position steady in Q2 2026 at 770 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #34.

AllGen Financial Advisors first reported a position in VMC in Q2 2021 and has held it in 12 quarters since. The position peaked at $254K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

AllGen Financial Advisors held 770 shares of Vulcan Materials worth $227K as of Q2 2026.
AllGen Financial Advisors left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up 0.05% of AllGen Financial Advisors's portfolio in Q2 2026, its #34 holding.
AllGen Financial Advisors first reported a position in Vulcan Materials in Q2 2021 and has held it in 12 quarters since.
AllGen Financial Advisors's Vulcan Materials position peaked at $254K in Q4 2021.
1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.