AFA
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return