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Cannell & Spears’s Valmont Industries VMI Stock Holding History

Cannell & Spears’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 		$7.17M Buy
12,405
+5,905
+91% +$2.97M 0.13% 119
2026
Q1 		$2.6M Sell
6,500
-91
-1% -$39.7K 0.05% 174
2025
Q4 		$2.65M Buy
+6,591
New +$2.68M 0.05% 177

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

Cannell & Spears's VMI Position: Q2 2026 in Review

Cannell & Spears increased its Valmont Industries (VMI) stake by 91% in Q2 2026, buying an estimated $2.97M and bringing the position to 12,405 shares worth $7.17M. The position accounts for 0.13% of the portfolio, ranked #119.

Cannell & Spears first reported a position in VMI in Q4 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Cannell & Spears held 12,405 shares of Valmont Industries worth $7.17M as of Q2 2026.
  • Cannell & Spears bought 5,905 Valmont Industries shares in Q2 2026, an estimated $2.97M.
  • Valmont Industries made up 0.13% of Cannell & Spears's portfolio in Q2 2026, its #119 holding.
  • Cannell & Spears first reported a position in Valmont Industries in Q4 2025 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.