Bailard’s Valmont Industries VMI Stock Holding History

Bailard’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 Q1	–	Sell	-1,300	Closed	-$523K	–	840
2025 Q4	$523K	Buy	+1,300	New	+$529K	0.01%	461
2025 Q2	–	Sell	-900	Closed	-$257K	–	856
2025 Q1	$257K	Sell	900 -165	-15%	-$53.8K	0.01%	617
2024 Q4	$327K	Buy	+1,065	New	+$343K	0.01%	549
2022 Q4	–	Sell	-800	Closed	-$215K	–	787
2022 Q3	$215K	Sell	800 -105	-12%	-$27.7K	0.01%	570
2022 Q2	$203K	Buy	+905	New	+$222K	0.01%	612

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bailard's VMI Position: Q1 2026 in Review

Bailard sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 1,300 shares — an estimated $523K sold.

Bailard first reported a position in VMI in Q2 2022 and held it in 5 quarters. The position peaked at $523K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Bailard reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
Bailard sold 1,300 Valmont Industries shares in Q1 2026, an estimated $523K.
Bailard first reported a position in Valmont Industries in Q2 2022 and held it in 5 quarters.
Bailard's Valmont Industries position peaked at $523K in Q4 2025.
602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.