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Bartlett & Co Wealth Management’s Valmont Industries VMI Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q3 		– Sell
-10
Closed -$3.27K – 1276
2025
Q2 		$3.27K Buy
+10
New +$3.07K ﹤0.01% 1047

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's VMI Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Valmont Industries (VMI) in Q3 2025, closing a stake of 10 shares — an estimated $3.27K sold.

Bartlett & Co Wealth Management first reported a position in VMI in Q2 2025 and held it in 1 quarter. The position peaked at $3.27K in Q2 2025. 530 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Valmont Industries position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Valmont Industries shares in Q3 2025, an estimated $3.27K.
  • Bartlett & Co Wealth Management first reported a position in Valmont Industries in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Valmont Industries position peaked at $3.27K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.