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BSW Wealth Partners’s Valmont Industries VMI Stock Holding History

BSW Wealth Partners’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 		$433K Hold
750
– – 0.05% 194
2026
Q1 		$300K Hold
750
– – 0.04% 249
2025
Q4 		$302K Hold
750
– – 0.04% 243
2025
Q3 		$291K Hold
750
– – 0.04% 257
2025
Q2 		$245K Hold
750
– – 0.03% 278
2025
Q1 		$214K Hold
750
– – 0.03% 286
2024
Q4 		$230K Hold
750
– – 0.03% 277
2024
Q3 		$217K Buy
+750
New +$210K 0.03% 279

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

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

BSW Wealth Partners held its Valmont Industries (VMI) position steady in Q2 2026 at 750 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #194.

BSW Wealth Partners first reported a position in VMI in Q3 2024 and has held it in 8 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • BSW Wealth Partners held 750 shares of Valmont Industries worth $433K as of Q2 2026.
  • BSW Wealth Partners left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • BSW Wealth Partners first reported a position in Valmont Industries in Q3 2024 and has held it in 8 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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