Capital Advisors Ltd’s Valmont Industries VMI Stock Holding History

Capital Advisors Ltd’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	$31K	Hold	54	–	–	﹤0.01%	594
2026 Q1	$22K	Hold	54	–	–	﹤0.01%	652
2025 Q4	$22K	Hold	54	–	–	﹤0.01%	637
2025 Q3	$21K	Hold	54	–	–	﹤0.01%	638
2025 Q2	$18K	Hold	54	–	–	﹤0.01%	657
2025 Q1	$15K	Hold	54	–	–	﹤0.01%	682
2024 Q4	$17K	Hold	54	–	–	﹤0.01%	649
2024 Q3	$16K	Sell	54 -3	-5%	-$840	﹤0.01%	661
2024 Q2	$16K	Buy	+57	New	+$13.9K	﹤0.01%	638
2023 Q3	–	Sell	-1	Closed	–	–	1497
2023 Q2	$0	Hold	1	–	–	﹤0.01%	1559
2023 Q1	$0	Hold	1	–	–	﹤0.01%	1569
2022 Q4	$0	Hold	1	–	–	﹤0.01%	1671
2022 Q3	$0	Buy	+1	New	+$264	﹤0.01%	1548
2022 Q2	–	Sell	-1	Closed	–	–	1344
2022 Q1	$0	Buy	+1	New	+$227	﹤0.01%	1221

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Capital Advisors Ltd's VMI Position: Q2 2026 in Review

Capital Advisors Ltd held its Valmont Industries (VMI) position steady in Q2 2026 at 54 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Capital Advisors Ltd first reported a position in VMI in Q1 2022 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Capital Advisors Ltd held 54 shares of Valmont Industries worth $31K as of Q2 2026.
Capital Advisors Ltd left its Valmont Industries share count unchanged in Q2 2026.
Valmont Industries made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #594 holding.
Capital Advisors Ltd first reported a position in Valmont Industries in Q1 2022 and has held it in 14 quarters since.
650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.