Alpine Woods Capital Investors’s Vulcan Materials VMC Stock Holding History

Alpine Woods Capital Investors’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 Q2	–	Sell	-9,000	Closed	-$2.1M	–	167
2025 Q1	$2.1M	Hold	9,000	–	–	0.53%	68
2024 Q4	$2.32M	Hold	9,000	–	–	0.44%	72
2024 Q3	$2.63M	Hold	9,000	–	–	0.46%	69
2024 Q2	$2.24M	Hold	9,000	–	–	0.35%	88
2024 Q1	$2.32M	Sell	9,000 -6,000	-40%	-$1.48M	0.46%	75
2023 Q4	$3.41M	Hold	15,000	–	–	0.51%	62
2023 Q3	$3.03M	Hold	15,000	–	–	0.49%	66
2023 Q2	$3.38M	Hold	15,000	–	–	0.53%	63
2023 Q1	$2.57M	Hold	15,000	–	–	0.39%	82
2022 Q4	$2.63M	Hold	15,000	–	–	0.38%	82
2022 Q3	$2.37M	Hold	15,000	–	–	0.32%	94
2022 Q2	$2.13M	Buy	+15,000	New	+$2.48M	0.27%	107
2018 Q2	–	Sell	-16,000	Closed	-$1.83M	–	372
2018 Q1	$1.83M	Sell	16,000 -1,000	-6%	-$126K	0.1%	187
2017 Q4	$2.18M	Buy	17,000 +2,900	+21%	+$354K	0.11%	175
2017 Q3	$1.69M	Buy	14,100 +1,500	+12%	+$180K	0.09%	194
2017 Q2	$1.6M	Buy	12,600 +2,100	+20%	+$264K	0.09%	191
2017 Q1	$1.26M	Buy	+10,500	New	+$1.28M	0.07%	222

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Alpine Woods Capital Investors's VMC Position: Q2 2025 in Review

Alpine Woods Capital Investors sold out of Vulcan Materials (VMC) in Q2 2025, closing a stake of 9,000 shares — an estimated $2.1M sold.

Alpine Woods Capital Investors first reported a position in VMC in Q1 2017 and held it in 17 quarters. The position peaked at $3.41M in Q4 2023. 962 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

Alpine Woods Capital Investors reported no remaining Vulcan Materials position as of Q2 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 9,000 Vulcan Materials shares in Q2 2025, an estimated $2.1M.
Alpine Woods Capital Investors first reported a position in Vulcan Materials in Q1 2017 and held it in 17 quarters.
Alpine Woods Capital Investors's Vulcan Materials position peaked at $3.41M in Q4 2023.
962 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2025, filed 28 Jul 2025.