American Investment Services’s Vivmark Residential VMRK Stock Holding History

American Investment Services’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Hold	3,665	–	–	0.05%	128
2026 Q1	$217K	Hold	3,665	–	–	0.05%	131
2025 Q4	$231K	Hold	3,665	–	–	0.05%	126
2025 Q3	$237K	Hold	3,665	–	–	0.06%	125
2025 Q2	$247K	Hold	3,665	–	–	0.06%	124
2025 Q1	$262K	Buy	3,665 +30	+0.8%	+$2.12K	0.05%	145
2024 Q4	$261K	Hold	3,635	–	–	0.05%	143
2024 Q3	$271K	Hold	3,635	–	–	0.05%	142
2024 Q2	$252K	Sell	3,635 -241	-6%	-$15.7K	0.04%	143
2024 Q1	$245K	Hold	3,876	–	–	0.04%	143
2023 Q4	$237K	Hold	3,876	–	–	0.04%	134
2023 Q3	$228K	Buy	3,876 +340	+10%	+$22K	0.05%	127
2023 Q2	$233K	Hold	3,536	–	–	0.05%	133
2023 Q1	$209K	Hold	3,536	–	–	0.04%	128
2022 Q4	$209K	Hold	3,536	–	–	0.04%	128
2022 Q3	$238K	Sell	3,536 -318	-8%	-$23.5K	0.06%	112
2022 Q2	$278K	Hold	3,854	–	–	0.06%	104
2022 Q1	$347K	Sell	3,854 -224	-5%	-$19.8K	0.08%	95
2021 Q4	$369K	Hold	4,078	–	–	0.08%	94
2021 Q3	$330K	Hold	4,078	–	–	0.07%	99
2021 Q2	$314K	Sell	4,078 -912	-18%	-$68.9K	0.07%	97
2021 Q1	$357K	Sell	4,990 -1,969	-28%	-$130K	0.1%	89
2020 Q4	$413K	Hold	6,959	–	–	0.13%	83
2020 Q3	$357K	Hold	6,959	–	–	0.12%	109
2020 Q2	$409K	Sell	6,959 -258	-4%	-$16K	0.14%	100
2020 Q1	$445K	Hold	7,217	–	–	0.17%	94
2019 Q4	$584K	Hold	7,217	–	–	0.18%	92
2019 Q3	$623K	Sell	7,217 -700	-9%	-$57.3K	0.2%	82
2019 Q2	$601K	Hold	7,917	–	–	0.19%	81
2019 Q1	$596K	Hold	7,917	–	–	0.19%	77
2018 Q4	$523K	Sell	7,917 -923	-10%	-$62K	0.19%	73
2018 Q3	$586K	Hold	8,840	–	–	0.2%	68
2018 Q2	$563K	Hold	8,840	–	–	0.19%	69
2018 Q1	$545K	Hold	8,840	–	–	0.19%	71
2017 Q4	$564K	Sell	8,840 -950	-10%	-$63.4K	0.21%	67
2017 Q3	$645K	Hold	9,790	–	–	0.25%	65
2017 Q2	$644K	Sell	9,790 -214	-2%	-$14K	0.26%	65
2017 Q1	$622K	Hold	10,004	–	–	0.25%	65
2016 Q4	$644K	Buy	10,004 +1,682	+20%	+$103K	0.27%	67
2016 Q3	$535K	Sell	8,322 -1,971	-19%	-$131K	0.22%	69
2016 Q2	$709K	Sell	10,293 -651	-6%	-$44.8K	0.31%	59
2016 Q1	$821K	Hold	10,944	–	–	0.4%	49
2015 Q4	$893K	Buy	10,944 +1,971	+22%	+$155K	0.49%	39
2015 Q3	$674K	Hold	8,973	–	–	0.38%	47
2015 Q2	$630K	Sell	8,973 -179	-2%	-$13.3K	0.34%	52
2015 Q1	$713K	Hold	9,152	–	–	0.39%	47
2014 Q4	$657K	Buy	9,152 +317	+4%	+$21.9K	0.36%	46
2014 Q3	$544K	Hold	8,835	–	–	0.3%	50
2014 Q2	$557K	Buy	8,835 +1,301	+17%	+$79K	0.3%	50
2014 Q1	$437K	Hold	7,534	–	–	0.25%	47
2013 Q4	$391K	Hold	7,534	–	–	0.23%	49
2013 Q3	$404K	Sell	7,534 -843	-10%	-$46.5K	0.25%	46
2013 Q2	$486K	Buy	+8,377	New	+$481K	0.3%	48

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

American Investment Services's VMRK Position: Q2 2026 in Review

American Investment Services held its Vivmark Residential (VMRK) position steady in Q2 2026 at 3,665 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #128.

American Investment Services first reported a position in VMRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $893K in Q4 2015. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

American Investment Services held 3,665 shares of Vivmark Residential worth $249K as of Q2 2026.
American Investment Services left its Vivmark Residential share count unchanged in Q2 2026.
Vivmark Residential made up 0.05% of American Investment Services's portfolio in Q2 2026, its #128 holding.
American Investment Services first reported a position in Vivmark Residential in Q2 2013 and has held it in 53 quarters since.
American Investment Services's Vivmark Residential position peaked at $893K in Q4 2015.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.