Alpha Cubed Investments’s Vulcan Materials VMC Stock Holding History

Alpha Cubed Investments’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	$15.6M	Buy	54,589 +3,188	+6%	+$935K	0.53%	44
2025 Q3	$15.8M	Buy	51,401 +2,499	+5%	+$710K	0.55%	45
2025 Q2	$12.8M	Buy	48,902 +41,681	+577%	+$10.7M	0.48%	47
2025 Q1	$1.68M	Sell	7,221 -103	-1%	-$26.2K	0.08%	98
2024 Q4	$1.88M	Hold	7,324	–	–	0.09%	87
2024 Q3	$1.83M	Buy	7,324 +34	+0.5%	+$8.44K	0.08%	90
2024 Q2	$1.81M	Sell	7,290 -110	-1%	-$28.4K	0.09%	93
2024 Q1	$2.02M	Buy	7,400 +10	+0.1%	+$2.46K	0.11%	88
2023 Q4	$1.68M	Hold	7,390	–	–	0.09%	97
2023 Q3	$1.49M	Hold	7,390	–	–	0.1%	89
2023 Q2	$1.67M	Hold	7,390	–	–	0.11%	88
2023 Q1	$1.27M	Hold	7,390	–	–	0.09%	95
2022 Q4	$1.29M	Hold	7,390	–	–	0.1%	103
2022 Q3	$1.17M	Sell	7,390 -309	-4%	-$50.2K	0.09%	103
2022 Q2	$1.09M	Sell	7,699 -779	-9%	-$129K	0.08%	115
2022 Q1	$1.56M	Sell	8,478 -2,886	-25%	-$539K	0.1%	110
2021 Q4	$2.36M	Sell	11,364 -4	-0%	-$775	0.15%	86
2021 Q3	$1.92M	Buy	+11,368	New	+$2.04M	0.14%	92
2021 Q2	–	Sell	-25,124	Closed	-$4.24M	–	278
2021 Q1	$4.24M	Buy	25,124 +146	+0.6%	+$23.7K	0.33%	67
2020 Q4	$3.7M	Sell	24,978 -302	-1%	-$43.1K	0.32%	69
2020 Q3	$3.43M	Buy	25,280 +53	+0.2%	+$6.66K	0.33%	60
2020 Q2	$2.92M	Buy	25,227 +14,022	+125%	+$1.54M	0.32%	62
2020 Q1	$1.21M	Buy	11,205 +10	+0.1%	+$1.28K	0.15%	81
2019 Q4	$1.61M	Sell	11,195 -12,000	-52%	-$1.72M	0.17%	85
2019 Q3	$3.51M	Buy	23,195 +20	+0.1%	+$2.82K	0.41%	55
2019 Q2	$3.18M	Hold	23,175	–	–	0.37%	60
2019 Q1	$2.74M	Hold	23,175	–	–	0.33%	64
2018 Q4	$2.29M	Hold	23,175	–	–	0.34%	61
2018 Q3	$2.15M	Hold	23,175	–	–	0.25%	78
2018 Q2	$2.99M	Hold	23,175	–	–	0.39%	58
2018 Q1	$2.65M	Hold	23,175	–	–	0.35%	59
2017 Q4	$2.98M	Hold	23,175	–	–	0.39%	54
2017 Q3	$2.77M	Hold	23,175	–	–	0.42%	52
2017 Q2	$2.94M	Hold	23,175	–	–	0.5%	43
2017 Q1	$2.79M	Sell	23,175 -975	-4%	-$119K	0.57%	40
2016 Q4	$3.02M	Hold	24,150	–	–	0.73%	40
2016 Q3	$2.75M	Buy	24,150 +150	+0.6%	+$17.7K	0.74%	41
2016 Q2	$2.89M	Buy	24,000 +12,000	+100%	+$1.36M	1%	35
2016 Q1	$1.27M	Buy	+12,000	New	+$1.14M	0.39%	56

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpha Cubed Investments's VMC Position: Q4 2025 in Review

Alpha Cubed Investments increased its Vulcan Materials (VMC) stake by 6.2% in Q4 2025, buying an estimated $935K and bringing the position to 54,589 shares worth $15.6M. The position accounts for 0.53% of the portfolio, ranked #44.

Alpha Cubed Investments first reported a position in VMC in Q1 2016 and has held it in 39 quarters since. The position peaked at $15.8M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

Alpha Cubed Investments held 54,589 shares of Vulcan Materials worth $15.6M as of Q4 2025.
Alpha Cubed Investments bought 3,188 Vulcan Materials shares in Q4 2025, an estimated $935K.
Vulcan Materials made up 0.53% of Alpha Cubed Investments's portfolio in Q4 2025, its #44 holding.
Alpha Cubed Investments first reported a position in Vulcan Materials in Q1 2016 and has held it in 39 quarters since.
Alpha Cubed Investments's Vulcan Materials position peaked at $15.8M in Q3 2025.
1,060 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.