Birmingham Capital Management’s Vulcan Materials VMC Stock Holding History

Birmingham Capital 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	$420K	Hold	1,424	–	–	0.16%	73
2026 Q1	$388K	Hold	1,424	–	–	0.16%	73
2025 Q4	$406K	Hold	1,424	–	–	0.18%	72
2025 Q3	$438K	Hold	1,424	–	–	0.2%	70
2025 Q2	$371K	Hold	1,424	–	–	0.16%	85
2025 Q1	$332K	Hold	1,424	–	–	0.13%	94
2024 Q4	$366K	Hold	1,424	–	–	0.14%	93
2024 Q3	$357K	Hold	1,424	–	–	0.13%	88
2024 Q2	$354K	Hold	1,424	–	–	0.14%	90
2024 Q1	$389K	Sell	1,424 -400	-22%	-$98.6K	0.14%	88
2023 Q4	$414K	Hold	1,824	–	–	0.16%	84
2023 Q3	$368K	Buy	1,824 +300	+20%	+$65.3K	0.15%	87
2023 Q2	$344K	Sell	1,524 -300	-16%	-$57.5K	0.14%	92
2023 Q1	$313K	Hold	1,824	–	–	0.12%	91
2022 Q4	$319K	Hold	1,824	–	–	0.12%	93
2022 Q3	$288K	Hold	1,824	–	–	0.13%	91
2022 Q2	$259K	Hold	1,824	–	–	0.1%	97
2022 Q1	$335K	Hold	1,824	–	–	0.12%	93
2021 Q4	$379K	Hold	1,824	–	–	0.14%	90
2021 Q3	$309K	Hold	1,824	–	–	0.12%	92
2021 Q2	$318K	Hold	1,824	–	–	0.12%	89
2021 Q1	$308K	Hold	1,824	–	–	0.12%	89
2020 Q4	$271K	Hold	1,824	–	–	0.11%	90
2020 Q3	$247K	Hold	1,824	–	–	0.11%	88
2020 Q2	$211K	Buy	+1,824	New	+$200K	0.1%	90
2020 Q1	–	Sell	-1,824	Closed	-$263K	–	101
2019 Q4	$263K	Hold	1,824	–	–	0.12%	89
2019 Q3	$276K	Hold	1,824	–	–	0.13%	88
2019 Q2	$250K	Hold	1,824	–	–	0.11%	92
2019 Q1	$216K	Buy	+1,824	New	+$197K	0.1%	93
2018 Q4	–	Sell	-1,824	Closed	-$203K	–	99
2018 Q3	$203K	Hold	1,824	–	–	0.08%	100
2018 Q2	$235K	Hold	1,824	–	–	0.1%	92
2018 Q1	$208K	Hold	1,824	–	–	0.09%	96
2017 Q4	$234K	Hold	1,824	–	–	0.09%	96
2017 Q3	$218K	Hold	1,824	–	–	0.09%	99
2017 Q2	$231K	Hold	1,824	–	–	0.09%	97
2017 Q1	$220K	Hold	1,824	–	–	0.09%	97
2016 Q4	$228K	Hold	1,824	–	–	0.1%	94
2016 Q3	$220K	Hold	1,824	–	–	0.1%	96
2016 Q2	$220K	Buy	+1,824	New	+$207K	0.1%	96
2014 Q1	–	Sell	-3,874	Closed	-$230K	–	106
2013 Q4	$230K	Sell	3,874 -26,467	-87%	-$1.46M	0.09%	99
2013 Q3	$1.57M	Hold	30,341	–	–	0.62%	50
2013 Q2	$1.47M	Buy	+30,341	New	+$1.56M	0.61%	53

Other funds holding VMC

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Birmingham Capital Management's VMC Position: Q2 2026 in Review

Birmingham Capital Management held its Vulcan Materials (VMC) position steady in Q2 2026 at 1,424 shares worth $420K. The position accounts for 0.16% of the portfolio, ranked #73.

Birmingham Capital Management first reported a position in VMC in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.57M in Q3 2013. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Birmingham Capital Management held 1,424 shares of Vulcan Materials worth $420K as of Q2 2026.
Birmingham Capital Management left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up 0.16% of Birmingham Capital Management's portfolio in Q2 2026, its #73 holding.
Birmingham Capital Management first reported a position in Vulcan Materials in Q2 2013 and has held it in 42 quarters since.
Birmingham Capital Management's Vulcan Materials position peaked at $1.57M in Q3 2013.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Birmingham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.