Carson Wealth (CWM LLC)’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.37M | Sell |
16,035
-934
| -6% | -$275K | 0.01% | 870 |
|
|
2025
Q4 | $4.84M | Buy |
16,969
+639
| +4% | +$187K | 0.01% | 790 |
|
|
2025
Q3 | $5.02M | Buy |
16,330
+1,455
| +10% | +$413K | 0.02% | 713 |
|
|
2025
Q2 | $3.88M | Buy |
14,875
+4,839
| +48% | +$1.24M | 0.01% | 675 |
|
|
2025
Q1 | $2.34M | Buy |
10,036
+5,081
| +103% | +$1.29M | 0.01% | 776 |
|
|
2024
Q4 | $1.27M | Buy |
4,955
+414
| +9% | +$111K | 0.01% | 953 |
|
|
2024
Q3 | $1.14M | Buy |
4,541
+670
| +17% | +$166K | ﹤0.01% | 951 |
|
|
2024
Q2 | $963K | Buy |
3,871
+1,191
| +44% | +$308K | ﹤0.01% | 918 |
|
|
2024
Q1 | $731K | Buy |
2,680
+197
| +8% | +$48.5K | ﹤0.01% | 987 |
|
|
2023
Q4 | $564K | Buy |
2,483
+214
| +9% | +$45.3K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $458K | Buy |
2,269
+53
| +2% | +$11.5K | ﹤0.01% | 1005 |
|
|
2023
Q2 | $500K | Buy |
2,216
+360
| +19% | +$69K | ﹤0.01% | 936 |
|
|
2023
Q1 | $318K | Buy |
1,856
+96
| +5% | +$17K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $308K | Buy |
1,760
+77
| +5% | +$13.2K | ﹤0.01% | 944 |
|
|
2022
Q3 | $265K | Buy |
1,683
+241
| +17% | +$39.1K | ﹤0.01% | 948 |
|
|
2022
Q2 | $205K | Buy |
1,442
+299
| +26% | +$49.4K | ﹤0.01% | 1040 |
|
|
2022
Q1 | $210K | Buy |
1,143
+104
| +10% | +$19.4K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $216K | Buy |
+1,039
| New | +$201K | ﹤0.01% | 998 |
|
|
2021
Q2 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q1 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q4 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q3 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q2 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q1 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q4 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q3 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q2 | $122K | Hold |
702
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q1 | $122K | Buy |
702
+463
| +194% | +$50K | ﹤0.01% | 1067 |
|
|
2018
Q4 | $24K | Buy |
239
+16
| +7% | +$1.62K | ﹤0.01% | 1086 |
|
|
2018
Q3 | $25K | Hold |
223
| – | – | ﹤0.01% | 907 |
|
|
2018
Q2 | $29K | Hold |
223
| – | – | ﹤0.01% | 762 |
|
|
2018
Q1 | $25K | Hold |
223
| – | – | ﹤0.01% | 676 |
|
|
2017
Q4 | $29K | Hold |
223
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $27K | Hold |
223
| – | – | ﹤0.01% | 651 |
|
|
2017
Q2 | $28K | Hold |
223
| – | – | ﹤0.01% | 578 |
|
|
2017
Q1 | $27K | Buy |
223
+67
| +43% | +$8.19K | ﹤0.01% | 557 |
|
|
2016
Q4 | $20K | Buy |
156
+33
| +27% | +$3.99K | ﹤0.01% | 584 |
|
|
2016
Q3 | $14K | Buy |
+123
| New | +$14.5K | ﹤0.01% | 622 |
|
Other funds holding VMC
VCM
VPM
Carson Wealth (CWM LLC)'s VMC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Vulcan Materials (VMC) stake by 5.5% in Q1 2026, selling an estimated $275K and leaving 16,035 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #870.
Carson Wealth (CWM LLC) first reported a position in VMC in Q3 2016 and has held it in 38 quarters since. The position peaked at $5.02M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold VMC as of Q1 2026.
- Carson Wealth (CWM LLC) held 16,035 shares of Vulcan Materials worth $4.37M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 934 Vulcan Materials shares in Q1 2026, an estimated $275K.
- Vulcan Materials made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #870 holding.
- Carson Wealth (CWM LLC) first reported a position in Vulcan Materials in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Vulcan Materials position peaked at $5.02M in Q3 2025.
- 1,031 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.