CBIZ Investment Advisory Services’s Valmont Industries VMI Stock Holding History

CBIZ Investment Advisory Services’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
2026 Q1	$6.81K	Sell	17 -88	-84%	-$38.4K	﹤0.01%	189
2025 Q4	$42.1K	Hold	105	–	–	﹤0.01%	159
2025 Q3	$40.6K	Buy	105 +14	+15%	+$5.09K	﹤0.01%	150
2025 Q2	$29.9K	Buy	91 +2	+2%	+$613	﹤0.01%	195
2025 Q1	$25.6K	Sell	89 -4	-4%	-$1.3K	﹤0.01%	194
2024 Q4	$28.6K	Buy	93 +16	+21%	+$5.16K	﹤0.01%	165
2024 Q3	$22.4K	Buy	77 +5	+7%	+$1.4K	﹤0.01%	173
2024 Q2	$19.8K	Hold	72	–	–	﹤0.01%	168
2024 Q1	$16.5K	Buy	+72	New	+$16.1K	﹤0.01%	210

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CBIZ Investment Advisory Services's VMI Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Valmont Industries (VMI) stake by 84% in Q1 2026, selling an estimated $38.4K and leaving 17 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

CBIZ Investment Advisory Services first reported a position in VMI in Q1 2024 and has held it in 9 quarters since. The position peaked at $42.1K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

CBIZ Investment Advisory Services held 17 shares of Valmont Industries worth $6.81K as of Q1 2026.
CBIZ Investment Advisory Services sold 88 Valmont Industries shares in Q1 2026, an estimated $38.4K.
Valmont Industries made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #189 holding.
CBIZ Investment Advisory Services first reported a position in Valmont Industries in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Valmont Industries position peaked at $42.1K in Q4 2025.
602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.