Baker Tilly Wealth Management’s Vulcan Materials VMC Stock Holding History

Baker Tilly 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
2026 Q3	$793K	Sell	3,240 -1,428	-31%	-$388K	0.16%	116
2026 Q2	$1.38M	Sell	4,668 -311	-6%	-$89.1K	0.29%	58
2026 Q1	$1.36M	Sell	4,979 -311	-6%	-$91.5K	0.33%	55
2025 Q4	$1.51M	Sell	5,290 -22	-0.4%	-$6.45K	0.37%	48
2025 Q3	$1.63M	Sell	5,312 -161	-3%	-$45.7K	0.37%	51
2025 Q2	$1.43M	Sell	5,473 -455	-8%	-$117K	0.51%	33
2025 Q1	$1.38M	Buy	5,928 +213	+4%	+$54.1K	0.54%	33
2024 Q4	$1.47M	Buy	5,715 +622	+12%	+$167K	0.58%	34
2024 Q3	$1.28M	Buy	5,093 +1,402	+38%	+$348K	0.56%	32
2024 Q2	$918K	Sell	3,691 -64	-2%	-$16.5K	0.38%	59
2024 Q1	$1.02M	Sell	3,755 -79	-2%	-$19.5K	0.19%	118
2023 Q4	$870K	Sell	3,834 -1,179	-24%	-$250K	0.14%	155
2023 Q3	$1.01M	Sell	5,013 -11,608	-70%	-$2.52M	0.17%	129
2023 Q2	$3.75M	Buy	16,621 +940	+6%	+$180K	0.39%	58
2023 Q1	$2.69M	Sell	15,681 -86	-0.5%	-$15.3K	0.3%	72
2022 Q4	$2.76M	Buy	15,767 +3,795	+32%	+$649K	0.34%	72
2022 Q3	$1.89M	Sell	11,972 -721	-6%	-$117K	0.26%	87
2022 Q2	$1.8M	Buy	12,693 +1,915	+18%	+$316K	0.24%	92
2022 Q1	$1.98M	Buy	10,778 +2,319	+27%	+$433K	0.22%	96
2021 Q4	$1.76M	Buy	8,459 +1,739	+26%	+$337K	0.19%	108
2021 Q3	$1.14M	Buy	6,720 +1,451	+28%	+$260K	0.15%	140
2021 Q2	$917K	Buy	5,269 +837	+19%	+$150K	0.15%	159
2021 Q1	$748K	Buy	+4,432	New	+$719K	0.15%	169

Other funds holding VMC

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's VMC Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Vulcan Materials (VMC) stake by 31% in Q3 2026, selling an estimated $388K and leaving 3,240 shares worth $793K. The position accounts for 0.16% of the portfolio, ranked #116.

Baker Tilly Wealth Management first reported a position in VMC in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.75M in Q2 2023. 42 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Baker Tilly Wealth Management held 3,240 shares of Vulcan Materials worth $793K as of Q3 2026.
Baker Tilly Wealth Management sold 1,428 Vulcan Materials shares in Q3 2026, an estimated $388K.
Vulcan Materials made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #116 holding.
Baker Tilly Wealth Management first reported a position in Vulcan Materials in Q1 2021 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Vulcan Materials position peaked at $3.75M in Q2 2023.
42 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.