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Castle Rock Wealth Management’s Vulcan Materials VMC Stock Holding History

Castle Rock Wealth Management’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
2026
Q3 		– Sell
-4,555
Closed -$1.34M – 286
2026
Q2 		$1.34M Buy
4,555
+261
+6% +$74.8K 0.26% 103
2026
Q1 		$1.2M Buy
4,294
+46
+1% +$13.5K 0.26% 105
2025
Q4 		$1.32M Buy
4,248
+290
+7% +$85.1K 0.29% 103
2025
Q3 		$1.2M Buy
3,958
+198
+5% +$56.2K 0.27% 103
2025
Q2 		$1.01M Buy
+3,760
New +$967K 0.23% 109
2018
Q3 		– Sell
-3,224
Closed -$416K – 133
2018
Q2 		$416K Buy
3,224
+205
+7% +$25.3K 0.57% 67
2018
Q1 		$345K Buy
3,019
+1,051
+53% +$132K 0.57% 62
2017
Q4 		$253K Buy
+1,968
New +$240K 0.49% 79

Other funds holding VMC

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Castle Rock Wealth Management's VMC Position: Q3 2026 in Review

Castle Rock Wealth Management sold out of Vulcan Materials (VMC) in Q3 2026, closing a stake of 4,555 shares — an estimated $1.34M sold.

Castle Rock Wealth Management first reported a position in VMC in Q4 2017 and held it in 8 quarters. The position peaked at $1.34M in Q2 2026. 42 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Castle Rock Wealth Management reported no remaining Vulcan Materials position as of Q3 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 4,555 Vulcan Materials shares in Q3 2026, an estimated $1.34M.
  • Castle Rock Wealth Management first reported a position in Vulcan Materials in Q4 2017 and held it in 8 quarters.
  • Castle Rock Wealth Management's Vulcan Materials position peaked at $1.34M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.