Carson Wealth (CWM LLC)’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Sell |
55,926
-581
| -1% | -$254K | 0.06% | 306 |
|
|
2025
Q4 | $22.7M | Sell |
56,507
-1,511
| -3% | -$615K | 0.06% | 286 |
|
|
2025
Q3 | $22.5M | Buy |
58,018
+8,881
| +18% | +$3.23M | 0.07% | 243 |
|
|
2025
Q2 | $16M | Buy |
49,137
+3,533
| +8% | +$1.08M | 0.06% | 290 |
|
|
2025
Q1 | $13M | Sell |
45,604
-187
| -0.4% | -$61K | 0.05% | 296 |
|
|
2024
Q4 | $14M | Sell |
45,791
-1,435
| -3% | -$462K | 0.06% | 256 |
|
|
2024
Q3 | $13.7M | Sell |
47,226
-46
| -0.1% | -$12.9K | 0.06% | 262 |
|
|
2024
Q2 | $13M | Buy |
47,272
+19
| +0% | +$4.63K | 0.06% | 256 |
|
|
2024
Q1 | $10.8M | Buy |
47,253
+166
| +0.4% | +$37.2K | 0.05% | 279 |
|
|
2023
Q4 | $11M | Buy |
47,087
+46,970
| +40,145% | +$10.3M | 0.06% | 258 |
|
|
2023
Q3 | $28K | Sell |
117
-19
| -14% | -$4.88K | ﹤0.01% | 2466 |
|
|
2023
Q2 | $40K | Buy |
136
+28
| +26% | +$8.09K | ﹤0.01% | 2149 |
|
|
2023
Q1 | $34K | Buy |
108
+11
| +11% | +$3.51K | ﹤0.01% | 2134 |
|
|
2022
Q4 | $32K | Sell |
97
-25
| -20% | -$7.93K | ﹤0.01% | 2050 |
|
|
2022
Q3 | $33K | Buy |
122
+16
| +15% | +$4.23K | ﹤0.01% | 1896 |
|
|
2022
Q2 | $24K | Buy |
106
+3
| +3% | +$735 | ﹤0.01% | 2013 |
|
|
2022
Q1 | $25K | Hold |
103
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q4 | $26K | Buy |
+103
| New | +$25.2K | ﹤0.01% | 1856 |
|
|
2021
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 2210 |
|
|
2021
Q1 | $8K | Hold |
32
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 2208 |
|
|
2020
Q1 | $8K | Hold |
32
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q1 | $8K | Sell |
32
-22
| -41% | -$2.84K | ﹤0.01% | 2208 |
|
|
2018
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q3 | $7K | Sell |
54
-6
| -10% | -$845 | ﹤0.01% | 1269 |
|
|
2018
Q2 | $9K | Buy |
60
+6
| +11% | +$877 | ﹤0.01% | 1041 |
|
|
2018
Q1 | $8K | Hold |
54
| – | – | ﹤0.01% | 909 |
|
|
2017
Q4 | $9K | Buy |
54
+27
| +100% | +$4.39K | ﹤0.01% | 918 |
|
|
2017
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 929 |
|
|
2017
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 911 |
|
|
2016
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 896 |
|
|
2016
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 855 |
|
|
2016
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 664 |
|
|
2016
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 659 |
|
|
2015
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 576 |
|
|
2015
Q3 | $3K | Buy |
+27
| New | +$2.95K | ﹤0.01% | 559 |
|
|
2014
Q1 | – | Sell |
-27
| Closed | -$4K | – | 479 |
|
|
2013
Q4 | $4K | Buy |
+27
| New | +$3.81K | ﹤0.01% | 552 |
|
Other funds holding VMI
VPM
VCM
Carson Wealth (CWM LLC)'s VMI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Valmont Industries (VMI) stake by 1% in Q1 2026, selling an estimated $254K and leaving 55,926 shares worth $22.3M. The position accounts for 0.06% of the portfolio, ranked #306.
Carson Wealth (CWM LLC) first reported a position in VMI in Q4 2013 and has held it in 43 quarters since. The position peaked at $22.7M in Q4 2025. 605 funds tracked by Wall St. Rank hold VMI as of Q1 2026.
- Carson Wealth (CWM LLC) held 55,926 shares of Valmont Industries worth $22.3M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 581 Valmont Industries shares in Q1 2026, an estimated $254K.
- Valmont Industries made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #306 holding.
- Carson Wealth (CWM LLC) first reported a position in Valmont Industries in Q4 2013 and has held it in 43 quarters since.
- Carson Wealth (CWM LLC)'s Valmont Industries position peaked at $22.7M in Q4 2025.
- 605 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.