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Burkett Financial Services’s Vulcan Materials VMC Stock Holding History

Burkett Financial Services’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
Q3 		$20.4K Hold
83
– – 0.01% 251
2026
Q2 		$24.5K Buy
+83
New +$23.8K 0.01% 142

Other funds holding VMC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Burkett Financial Services's VMC Position: Q3 2026 in Review

Burkett Financial Services held its Vulcan Materials (VMC) position steady in Q3 2026 at 83 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #251.

Burkett Financial Services first reported a position in VMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Burkett Financial Services held 83 shares of Vulcan Materials worth $20.4K as of Q3 2026.
  • Burkett Financial Services left its Vulcan Materials share count unchanged in Q3 2026.
  • Vulcan Materials made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #251 holding.
  • Burkett Financial Services first reported a position in Vulcan Materials in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Vulcan Materials position peaked at $24.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.