Bard Financial Services’s Vulcan Materials VMC Stock Holding History

Bard Financial Services’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 Q3	$1.42M	Sell	4,625 -75	-2%	-$21.3K	0.16%	104
2025 Q2	$1.23M	Sell	4,700 -500	-10%	-$129K	0.15%	108
2025 Q1	$1.21M	Sell	5,200 -315	-6%	-$80K	0.15%	106
2024 Q4	$1.42M	Hold	5,515	–	–	0.17%	99
2024 Q3	$1.38M	Sell	5,515 -300	-5%	-$74.5K	0.16%	98
2024 Q2	$1.45M	Sell	5,815 -275	-5%	-$71.1K	0.15%	101
2024 Q1	$1.66M	Hold	6,090	–	–	0.18%	99
2023 Q4	$1.38M	Sell	6,090 -225	-4%	-$47.7K	0.16%	102
2023 Q3	$1.28M	Hold	6,315	–	–	0.16%	102
2023 Q2	$1.42M	Hold	6,315	–	–	0.11%	140
2023 Q1	$1.08M	Hold	6,315	–	–	0.09%	167
2022 Q4	$1.11M	Sell	6,315 -425	-6%	-$72.7K	0.09%	153
2022 Q3	$1.06M	Hold	6,740	–	–	0.1%	151
2022 Q2	$958K	Hold	6,740	–	–	0.09%	157
2022 Q1	$1.24M	Hold	6,740	–	–	0.1%	138
2021 Q4	$1.4M	Hold	6,740	–	–	0.11%	126
2021 Q3	$1.14M	Hold	6,740	–	–	0.1%	136
2021 Q2	$1.17M	Buy	6,740 +125	+2%	+$22.4K	0.1%	133
2021 Q1	$1.12M	Buy	6,615 +600	+10%	+$97.3K	0.11%	131
2020 Q4	$892K	Buy	+6,015	New	+$858K	0.09%	142

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's VMC Position: Q3 2025 in Review

Bard Financial Services reduced its Vulcan Materials (VMC) stake by 1.6% in Q3 2025, selling an estimated $21.3K and leaving 4,625 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #104.

Bard Financial Services first reported a position in VMC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.66M in Q1 2024. 1,004 funds tracked by Wall St. Rank hold VMC as of Q3 2025.

Bard Financial Services held 4,625 shares of Vulcan Materials worth $1.42M as of Q3 2025.
Bard Financial Services sold 75 Vulcan Materials shares in Q3 2025, an estimated $21.3K.
Vulcan Materials made up 0.16% of Bard Financial Services's portfolio in Q3 2025, its #104 holding.
Bard Financial Services first reported a position in Vulcan Materials in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Vulcan Materials position peaked at $1.66M in Q1 2024.
1,004 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.