BWM
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Baron Wealth Management’s Vulcan Materials VMC Stock Holding History

Baron 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 		$254K Buy
860
+33
+4% +$9.46K 0.07% 239
2026
Q1 		$225K Buy
827
+52
+7% +$15.3K 0.07% 235
2025
Q4 		$221K Sell
775
-4
-0.5% -$1.17K 0.07% 221
2025
Q3 		$240K Buy
+779
New +$221K 0.08% 195

Other funds holding VMC

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Baron Wealth Management's VMC Position: Q2 2026 in Review

Baron Wealth Management increased its Vulcan Materials (VMC) stake by 4% in Q2 2026, buying an estimated $9.46K and bringing the position to 860 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #239.

Baron Wealth Management first reported a position in VMC in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Baron Wealth Management held 860 shares of Vulcan Materials worth $254K as of Q2 2026.
  • Baron Wealth Management bought 33 Vulcan Materials shares in Q2 2026, an estimated $9.46K.
  • Vulcan Materials made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Baron Wealth Management first reported a position in Vulcan Materials in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.