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Chesapeake Asset Management’s Valmont Industries VMI Stock Holding History

Chesapeake Asset Management’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
Q2 		$610K Buy
1,307
+121
+10% +$60.8K 0.47% 54
2026
Q1 		$474K Sell
1,186
-397
-25% -$173K 0.38% 64
2025
Q4 		$637K Buy
1,583
+329
+26% +$134K 0.53% 45
2025
Q3 		$487K Buy
1,254
+824
+192% +$300K 0.43% 54
2025
Q2 		$141K Sell
430
-11
-2% -$3.37K 0.13% 104
2025
Q1 		$126K Buy
441
+11
+3% +$3.59K 0.12% 99
2024
Q4 		$132K Hold
430
– – 0.12% 96
2024
Q3 		$125K Hold
430
– – 0.11% 96
2024
Q2 		$118K Hold
430
– – 0.11% 91
2024
Q1 		$98.4K Hold
430
– – 0.1% 93
2023
Q4 		$101K Hold
430
– – 0.09% 105
2023
Q3 		$104K Hold
430
– – 0.1% 105
2023
Q2 		$125K Sell
430
-951
-69% -$275K 0.11% 103
2023
Q1 		$441K Buy
+1,381
New +$441K 0.4% 60

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Chesapeake Asset Management's VMI Position: Q2 2026 in Review

Chesapeake Asset Management increased its Valmont Industries (VMI) stake by 10% in Q2 2026, buying an estimated $60.8K and bringing the position to 1,307 shares worth $610K. The position accounts for 0.47% of the portfolio, ranked #54.

Chesapeake Asset Management first reported a position in VMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $637K in Q4 2025. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Chesapeake Asset Management held 1,307 shares of Valmont Industries worth $610K as of Q2 2026.
  • Chesapeake Asset Management bought 121 Valmont Industries shares in Q2 2026, an estimated $60.8K.
  • Valmont Industries made up 0.47% of Chesapeake Asset Management's portfolio in Q2 2026, its #54 holding.
  • Chesapeake Asset Management first reported a position in Valmont Industries in Q1 2023 and has held it in 14 quarters since.
  • Chesapeake Asset Management's Valmont Industries position peaked at $637K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.