AWM
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Avior Wealth Management’s Vulcan Materials VMC Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-28
Closed -$7.2K – 2286
2024
Q4 		$7.2K Buy
28
+1
+4% +$269 ﹤0.01% 1736
2024
Q3 		$6.76K Sell
27
-21
-44% -$5.21K ﹤0.01% 1673
2024
Q2 		$11.9K Sell
48
-51
-52% -$13.2K ﹤0.01% 1465
2024
Q1 		$27K Buy
99
+73
+281% +$18K ﹤0.01% 1476
2023
Q4 		$5.9K Sell
26
-2
-7% -$424 ﹤0.01% 1097
2023
Q3 		$5.66K Hold
28
– – ﹤0.01% 1154
2023
Q2 		$6.31K Buy
28
+23
+460% +$4.41K ﹤0.01% 1118
2023
Q1 		$857 Hold
5
– – ﹤0.01% 1472
2022
Q4 		$875 Sell
5
-3,386
-100% -$579K ﹤0.01% 1133
2022
Q3 		$534K Buy
3,391
+69
+2% +$11.2K 0.04% 258
2022
Q2 		$472K Hold
3,322
– – 0.05% 262
2022
Q1 		$610K Sell
3,322
-585
-15% -$109K 0.05% 246
2021
Q4 		$811K Hold
3,907
– – 0.07% 232
2021
Q3 		$660K Buy
3,907
+3,902
+78,040% +$699K 0.05% 254
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1143
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1145
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1086
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1027
2020
Q2 		$0 Hold
5
– – ﹤0.01% 996
2020
Q1 		$0 Hold
5
– – ﹤0.01% 899
2019
Q4 		$0 Hold
5
– – ﹤0.01% 876
2019
Q3 		$0 Hold
5
– – ﹤0.01% 875
2019
Q2 		$1K Buy
+5
New +$638 ﹤0.01% 817
2018
Q3 		– Sell
-100
Closed -$13K – 772
2018
Q2 		$13K Hold
100
– – ﹤0.01% 573
2018
Q1 		$11K Hold
100
– – ﹤0.01% 575
2017
Q4 		$13K Hold
100
– – ﹤0.01% 580
2017
Q3 		$12K Hold
100
– – ﹤0.01% 320
2017
Q2 		$13K Hold
100
– – 0.01% 292
2017
Q1 		$12K Buy
+100
New +$12.2K ﹤0.01% 337

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Avior Wealth Management's VMC Position: Q1 2025 in Review

Avior Wealth Management sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 28 shares — an estimated $7.2K sold.

Avior Wealth Management first reported a position in VMC in Q1 2017 and held it in 29 quarters. The position peaked at $811K in Q4 2021. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

  • Avior Wealth Management reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 28 Vulcan Materials shares in Q1 2025, an estimated $7.2K.
  • Avior Wealth Management first reported a position in Vulcan Materials in Q1 2017 and held it in 29 quarters.
  • Avior Wealth Management's Vulcan Materials position peaked at $811K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.