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Avalon Trust’s Valmont Industries VMI Stock Holding History

Avalon Trust’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Sell
39,748
-191
-0.5% -$96K 1.41% 19
2026
Q1 		$16M Buy
39,939
+352
+0.9% +$154K 1.1% 29
2025
Q4 		$15.9M Sell
39,587
-123
-0.3% -$50.1K 1.03% 28
2025
Q3 		$15.4M Sell
39,710
-343
-0.9% -$125K 1% 27
2025
Q2 		$13.1M Sell
40,053
-1,422
-3% -$436K 0.96% 33
2025
Q1 		$11.8M Buy
41,475
+720
+2% +$235K 0.94% 35
2024
Q4 		$12.5M Buy
40,755
+215
+0.5% +$69.3K 0.89% 37
2024
Q3 		$11.8M Sell
40,540
-290
-0.7% -$81.2K 0.87% 36
2024
Q2 		$11.2M Buy
40,830
+405
+1% +$98.7K 0.89% 35
2024
Q1 		$9.23M Buy
40,425
+75
+0.2% +$16.8K 0.76% 37
2023
Q4 		$9.42M Sell
40,350
-340
-0.8% -$74.7K 0.86% 37
2023
Q3 		$9.77M Buy
40,690
+830
+2% +$213K 0.97% 36
2023
Q2 		$11.6M Buy
39,860
+1,995
+5% +$576K 1.05% 35
2023
Q1 		$12.1M Buy
+37,865
New +$12.1M 1.2% 31

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Avalon Trust's VMI Position: Q2 2026 in Review

Avalon Trust reduced its Valmont Industries (VMI) stake by 0.48% in Q2 2026, selling an estimated $96K and leaving 39,748 shares worth $23M. The position accounts for 1.41% of the portfolio, ranked #19.

Avalon Trust first reported a position in VMI in Q1 2023 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Avalon Trust held 39,748 shares of Valmont Industries worth $23M as of Q2 2026.
  • Avalon Trust sold 191 Valmont Industries shares in Q2 2026, an estimated $96K.
  • Valmont Industries made up 1.41% of Avalon Trust's portfolio in Q2 2026, its #19 holding.
  • Avalon Trust first reported a position in Valmont Industries in Q1 2023 and has held it in 14 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.