Capstone Investment Advisors
VMC icon

Capstone Investment Advisors’s Vulcan Materials VMC Stock Holding History

Capstone Investment Advisors’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
2025
Q1 		– Sell
-700
Closed -$180K – 1898
2024
Q4 		$180K Sell
700
-4,600
-87% -$1.24M ﹤0.01% 1621
2024
Q3 		$1.33M Buy
5,300
+400
+8% +$99.3K ﹤0.01% 871
2024
Q2 		$1.22M Buy
4,900
+200
+4% +$51.7K ﹤0.01% 904
2024
Q1 		$1.28M Sell
4,700
-1,600
-25% -$394K ﹤0.01% 1005
2023
Q4 		$1.43M Buy
6,300
+4,700
+294% +$996K ﹤0.01% 912
2023
Q3 		$323K Buy
1,600
+200
+14% +$43.5K ﹤0.01% 1552
2023
Q2 		$316K Buy
1,400
+200
+17% +$38.3K ﹤0.01% 1368
2023
Q1 		$206K Buy
+1,200
New +$213K ﹤0.01% 1265
2022
Q2 		– Sell
-1,000
Closed -$184K – 2133
2022
Q1 		$184K Sell
1,000
-14,200
-93% -$2.65M ﹤0.01% 1780
2021
Q4 		$3.15M Sell
15,200
-5,400
-26% -$1.05M 0.01% 963
2021
Q3 		$3.48M Buy
20,600
+2,800
+16% +$501K 0.01% 982
2021
Q2 		$3.1M Sell
17,800
-300
-2% -$53.6K 0.01% 868
2021
Q1 		$3.05M Buy
18,100
+3,500
+24% +$568K 0.01% 787
2020
Q4 		$2.17M Sell
14,600
-2,100
-13% -$299K 0.01% 854
2020
Q3 		$2.26M Buy
16,700
+5,700
+52% +$716K 0.01% 761
2020
Q2 		$1.27M Sell
11,000
-400
-4% -$43.8K 0.01% 848
2020
Q1 		$1.23M Sell
11,400
-5,900
-34% -$754K 0.02% 647
2019
Q4 		$2.49M Buy
17,300
+3,200
+23% +$458K 0.01% 771
2019
Q3 		$2.13M Buy
14,100
+2,400
+21% +$339K 0.01% 712
2019
Q2 		$1.61M Buy
11,700
+2,600
+29% +$332K 0.01% 801
2019
Q1 		$1.08M Buy
9,100
+4,700
+107% +$508K 0.01% 787
2018
Q4 		$435K Buy
4,400
+1,500
+52% +$152K 0.01% 852
2018
Q3 		$322K Buy
+2,900
New +$336K ﹤0.01% 899
2014
Q1 		– Sell
-30,000
Closed -$1.78M – 542
2013
Q4 		$1.78M Hold
30,000
– – 0.02% 347
2013
Q3 		$1.55M Hold
30,000
– – 0.02% 376
2013
Q2 		$1.45M Buy
+30,000
New +$1.54M 0.02% 303

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's VMC Position: Q2 2025 in Review

Capstone Investment Advisors sold out of Vulcan Materials (VMC) in Q2 2025, closing a stake of 1,023 shares — an estimated $263K sold.

Capstone Investment Advisors first reported a position in VMC in Q3 2015 and held it in 15 quarters. The position peaked at $3.61M in Q3 2021. 961 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

  • Capstone Investment Advisors reported no remaining Vulcan Materials position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,023 Vulcan Materials shares in Q2 2025, an estimated $263K.
  • Capstone Investment Advisors first reported a position in Vulcan Materials in Q3 2015 and held it in 15 quarters.
  • Capstone Investment Advisors's Vulcan Materials position peaked at $3.61M in Q3 2021.
  • 961 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.