Brogan Financial’s Vulcan Materials VMC Stock Holding History

Brogan Financial’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 Q1	$300K	Sell	1,101 -22	-2%	-$6.47K	0.13%	45
2025 Q4	$320K	Sell	1,123 -245	-18%	-$71.9K	0.14%	44
2025 Q3	$421K	Buy	1,368 +26	+2%	+$7.38K	0.18%	37
2025 Q2	$350K	Buy	1,342 +3	+0.2%	+$771	0.16%	45
2025 Q1	$313K	Buy	1,339 +2	+0.1%	+$508	0.15%	46
2024 Q4	$344K	Buy	1,337 +2	+0.1%	+$538	0.17%	37
2024 Q3	$334K	Buy	1,335 +3	+0.2%	+$745	0.19%	40
2024 Q2	$331K	Sell	1,332 -438	-25%	-$113K	0.21%	35
2024 Q1	$483K	Buy	1,770 +3	+0.2%	+$739	0.32%	23
2023 Q4	$401K	Buy	1,767 +7	+0.4%	+$1.48K	0.3%	26
2023 Q3	$356K	Hold	1,760	–	–	0.31%	27
2023 Q2	$397K	Hold	1,760	–	–	0.34%	21
2023 Q1	$302K	Hold	1,760	–	–	0.26%	28
2022 Q4	$308K	Buy	+1,760	New	+$301K	0.28%	26

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brogan Financial's VMC Position: Q1 2026 in Review

Brogan Financial reduced its Vulcan Materials (VMC) stake by 2% in Q1 2026, selling an estimated $6.47K and leaving 1,101 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #45.

Brogan Financial first reported a position in VMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $483K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Brogan Financial held 1,101 shares of Vulcan Materials worth $300K as of Q1 2026.
Brogan Financial sold 22 Vulcan Materials shares in Q1 2026, an estimated $6.47K.
Vulcan Materials made up 0.13% of Brogan Financial's portfolio in Q1 2026, its #45 holding.
Brogan Financial first reported a position in Vulcan Materials in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Vulcan Materials position peaked at $483K in Q1 2024.
1,027 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.