AWM
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Axxcess Wealth Management’s Valmont Industries VMI Stock Holding History

Axxcess Wealth Management’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
2025
Q1 		– Sell
-1,448
Closed -$444K – 940
2024
Q4 		$444K Buy
1,448
+97
+7% +$31.3K 0.01% 572
2024
Q3 		$392K Buy
+1,351
New +$378K 0.01% 609

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axxcess Wealth Management's VMI Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Valmont Industries (VMI) in Q1 2025, closing a stake of 1,448 shares — an estimated $444K sold.

Axxcess Wealth Management first reported a position in VMI in Q3 2024 and held it in 2 quarters. The position peaked at $444K in Q4 2024. 501 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Valmont Industries position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,448 Valmont Industries shares in Q1 2025, an estimated $444K.
  • Axxcess Wealth Management first reported a position in Valmont Industries in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Valmont Industries position peaked at $444K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.