Beacon Capital Management LLC (Tennessee)’s Valmont Industries VMI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-188	Closed	-$61.3K	–	980
2025 Q2	$61.3K	Buy	188 +1	+0.5%	+$307	0.01%	306
2025 Q1	$53.5K	Hold	187	–	–	0.01%	301
2024 Q4	$57.3K	Sell	187 -1	-0.5%	-$322	0.01%	284
2024 Q3	$54.5K	Buy	188 +138	+276%	+$38.7K	0.01%	309
2024 Q2	$13.7K	Hold	50	–	–	﹤0.01%	517
2024 Q1	$11.4K	Buy	50 +1	+2%	+$224	﹤0.01%	553
2023 Q4	$11.9K	Hold	49	–	–	﹤0.01%	482
2023 Q3	$14.4K	Hold	49	–	–	﹤0.01%	469
2023 Q2	$14.4K	Hold	49	–	–	﹤0.01%	469
2023 Q1	$15.7K	Hold	49	–	–	﹤0.01%	404
2022 Q4	$16.3K	Hold	49	–	–	0.01%	410
2022 Q3	$11K	Hold	49	–	–	﹤0.01%	472
2022 Q2	$12K	Hold	49	–	–	﹤0.01%	500
2022 Q1	$12K	Buy	+49	New	+$11.1K	﹤0.01%	500

Other funds holding VMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VMI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Valmont Industries (VMI) in Q3 2025, closing a stake of 188 shares — an estimated $61.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VMI in Q1 2022 and held it in 14 quarters. The position peaked at $61.3K in Q2 2025. 530 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Valmont Industries position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 188 Valmont Industries shares in Q3 2025, an estimated $61.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Valmont Industries in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Valmont Industries position peaked at $61.3K in Q2 2025.
530 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.