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Carolinas Wealth Consulting’s Valmont Industries VMI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-11
Closed -$3.03K – 924
2025
Q1 		$3.03K Buy
11
+3
+38% +$978 ﹤0.01% 699
2024
Q4 		$2.35K Buy
8
+3
+60% +$967 ﹤0.01% 794
2024
Q3 		$1.33K Buy
5
+2
+67% +$560 ﹤0.01% 885
2024
Q2 		$754 Buy
+3
New +$731 ﹤0.01% 942

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Carolinas Wealth Consulting's VMI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Valmont Industries (VMI) in Q2 2025, closing a stake of 11 shares — an estimated $3.03K sold.

Carolinas Wealth Consulting first reported a position in VMI in Q2 2024 and held it in 4 quarters. The position peaked at $3.03K in Q1 2025. 497 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Valmont Industries position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11 Valmont Industries shares in Q2 2025, an estimated $3.03K.
  • Carolinas Wealth Consulting first reported a position in Valmont Industries in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Valmont Industries position peaked at $3.03K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.