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Bogart Wealth LLC’s Valmont Industries VMI Stock Holding History

Bogart Wealth LLC’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 		$2.31K Buy
4
+3
+300% +$1.51K ﹤0.01% 1423
2026
Q1 		$400 Buy
+1
New +$437 ﹤0.01% 1645

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

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

Bogart Wealth LLC increased its Valmont Industries (VMI) stake by 300% in Q2 2026, buying an estimated $1.51K and bringing the position to 4 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Bogart Wealth LLC first reported a position in VMI in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Valmont Industries worth $2.31K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Valmont Industries shares in Q2 2026, an estimated $1.51K.
  • Valmont Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1423 holding.
  • Bogart Wealth LLC first reported a position in Valmont Industries in Q1 2026 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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