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Bogart Wealth LLC’s Vulcan Materials VMC Stock Holding History

Bogart Wealth LLC’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 		$11.5K Buy
39
+7
+22% +$2.01K ﹤0.01% 960
2026
Q1 		$8.71K Buy
32
+6
+23% +$1.76K ﹤0.01% 936
2025
Q4 		$7.42K Sell
26
-2
-7% -$587 ﹤0.01% 918
2025
Q3 		$8.61K Buy
28
+6
+27% +$1.7K ﹤0.01% 860
2025
Q2 		$5.74K Buy
22
+2
+10% +$514 ﹤0.01% 909
2025
Q1 		$4.67K Sell
20
-19
-49% -$4.83K ﹤0.01% 912
2024
Q4 		$10K Buy
39
+19
+95% +$5.11K ﹤0.01% 737
2024
Q3 		$5.01K Hold
20
– – ﹤0.01% 829
2024
Q2 		$4.97K Hold
20
– – ﹤0.01% 794
2024
Q1 		$5.46K Hold
20
– – ﹤0.01% 750
2023
Q4 		$4.54K Sell
20
-15
-43% -$3.18K ﹤0.01% 770
2023
Q3 		$7.07K Buy
35
+15
+75% +$3.26K ﹤0.01% 658
2023
Q2 		$4.51K Hold
20
– – ﹤0.01% 732
2023
Q1 		$3.43K Buy
+20
New +$3.55K ﹤0.01% 806
2022
Q4 		– Hold
0
– – – 998
2022
Q2 		– Sell
-60
Closed -$9.91K – 988
2022
Q1 		$11K Hold
60
– – ﹤0.01% 489
2021
Q4 		$12K Hold
60
– – ﹤0.01% 462
2021
Q3 		$10K Buy
+60
New +$10.7K ﹤0.01% 465

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Bogart Wealth LLC's VMC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vulcan Materials (VMC) stake by 22% in Q2 2026, buying an estimated $2.01K and bringing the position to 39 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Bogart Wealth LLC first reported a position in VMC in Q3 2021 and has held it in 17 quarters since. The position peaked at $12K in Q4 2021. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Bogart Wealth LLC held 39 shares of Vulcan Materials worth $11.5K as of Q2 2026.
  • Bogart Wealth LLC bought 7 Vulcan Materials shares in Q2 2026, an estimated $2.01K.
  • Vulcan Materials made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #960 holding.
  • Bogart Wealth LLC first reported a position in Vulcan Materials in Q3 2021 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Vulcan Materials position peaked at $12K in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.