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Arete Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Arete Wealth 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
Q1 		– Sell
-1,484
Closed -$423K – 730
2025
Q4 		$423K Hold
1,484
– – 0.03% 487
2025
Q3 		$457K Sell
1,484
-131
-8% -$37.2K 0.03% 474
2025
Q2 		$421K Hold
1,615
– – 0.03% 463
2025
Q1 		$377K Sell
1,615
-100
-6% -$25.4K 0.03% 468
2024
Q4 		$442K Sell
1,715
-440
-20% -$118K 0.03% 445
2024
Q3 		$536K Buy
2,155
+146
+7% +$36.3K 0.05% 362
2024
Q2 		$498K Buy
+2,009
New +$519K 0.04% 391
2024
Q1 		– Sell
-2,226
Closed -$505K – 734
2023
Q4 		$505K Buy
+2,226
New +$472K 0.04% 398
2023
Q3 		– Sell
-2,281
Closed -$513K – 728
2023
Q2 		$513K Buy
+2,281
New +$437K 0.05% 353

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Arete Wealth Advisors's VMC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 1,484 shares — an estimated $423K sold.

Arete Wealth Advisors first reported a position in VMC in Q2 2023 and held it in 9 quarters. The position peaked at $536K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,484 Vulcan Materials shares in Q1 2026, an estimated $423K.
  • Arete Wealth Advisors first reported a position in Vulcan Materials in Q2 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Vulcan Materials position peaked at $536K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.