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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Baker Tilly Wealth Management's VMC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Vulcan Materials (VMC) stake by 6.2% in Q2 2026, selling an estimated $89.1K and leaving 4,668 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #58.

Baker Tilly Wealth Management first reported a position in VMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.75M in Q2 2023. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Baker Tilly Wealth Management held 4,668 shares of Vulcan Materials worth $1.38M as of Q2 2026.
Baker Tilly Wealth Management sold 311 Vulcan Materials shares in Q2 2026, an estimated $89.1K.
Vulcan Materials made up 0.29% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #58 holding.
Baker Tilly Wealth Management first reported a position in Vulcan Materials in Q1 2021 and has held it in 22 quarters since.
Baker Tilly Wealth Management's Vulcan Materials position peaked at $3.75M in Q2 2023.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.