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Beverly Hills Private Wealth’s Valmont Industries VMI Stock Holding History

Beverly Hills Private Wealth’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
2026
Q2 		$203K Sell
351
-636
-64% -$320K 0.04% 244
2026
Q1 		$394K Sell
987
-30
-3% -$13.1K 0.07% 223
2025
Q4 		$409K Sell
1,017
-6
-0.6% -$2.44K 0.07% 208
2025
Q3 		$397K Sell
1,023
-35
-3% -$12.7K 0.07% 214
2025
Q2 		$346K Sell
1,058
-111
-9% -$34K 0.06% 235
2025
Q1 		$334K Buy
1,169
+43
+4% +$14K 0.07% 240
2024
Q4 		$345K Sell
1,126
-131
-10% -$42.2K 0.07% 228
2024
Q3 		$364K Sell
1,257
-197
-14% -$55.2K 0.07% 234
2024
Q2 		$399K Buy
+1,454
New +$355K 0.09% 221

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Beverly Hills Private Wealth's VMI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Valmont Industries (VMI) stake by 64% in Q2 2026, selling an estimated $320K and leaving 351 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #244.

Beverly Hills Private Wealth first reported a position in VMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $409K in Q4 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Beverly Hills Private Wealth held 351 shares of Valmont Industries worth $203K as of Q2 2026.
  • Beverly Hills Private Wealth sold 636 Valmont Industries shares in Q2 2026, an estimated $320K.
  • Valmont Industries made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #244 holding.
  • Beverly Hills Private Wealth first reported a position in Valmont Industries in Q2 2024 and has held it in 9 quarters since.
  • Beverly Hills Private Wealth's Valmont Industries position peaked at $409K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.