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BSW Wealth Partners’s Vulcan Materials VMC Stock Holding History

BSW Wealth Partners’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 		– Sell
-1,139
Closed -$310K – 342
2026
Q1 		$310K Buy
1,139
+325
+40% +$95.6K 0.04% 244
2025
Q4 		$232K Buy
814
+18
+2% +$5.28K 0.03% 283
2025
Q3 		$245K Buy
+796
New +$226K 0.03% 282
2025
Q1 		– Sell
-1,487
Closed -$383K – 330
2024
Q4 		$383K Buy
1,487
+63
+4% +$16.9K 0.06% 193
2024
Q3 		$357K Buy
1,424
+156
+12% +$38.7K 0.05% 206
2024
Q2 		$315K Buy
1,268
+127
+11% +$32.8K 0.05% 200
2024
Q1 		$311K Buy
+1,141
New +$281K 0.05% 220

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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

BSW Wealth Partners's VMC Position: Q2 2026 in Review

BSW Wealth Partners sold out of Vulcan Materials (VMC) in Q2 2026, closing a stake of 1,139 shares — an estimated $310K sold.

BSW Wealth Partners first reported a position in VMC in Q1 2024 and held it in 7 quarters. The position peaked at $383K in Q4 2024. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • BSW Wealth Partners reported no remaining Vulcan Materials position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 1,139 Vulcan Materials shares in Q2 2026, an estimated $310K.
  • BSW Wealth Partners first reported a position in Vulcan Materials in Q1 2024 and held it in 7 quarters.
  • BSW Wealth Partners's Vulcan Materials position peaked at $383K in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.