Chevy Chase Trust’s Valmont Industries VMI Stock Holding History

Chevy Chase Trust’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	$320K	Sell	800 -120	-13%	-$52.4K	﹤0.01%	616
2025 Q4	$370K	Buy	+920	New	+$374K	﹤0.01%	607
2020 Q1	–	Sell	-214	Closed	-$32K	–	1026
2019 Q4	$32K	Buy	+214	New	+$30.2K	﹤0.01%	928
2015 Q2	–	Sell	-37,776	Closed	-$4.64M	–	687
2015 Q1	$4.64M	Sell	37,776 -19,071	-34%	-$2.34M	0.03%	494
2014 Q4	$7.22M	Sell	56,847 -14,032	-20%	-$1.87M	0.05%	415
2014 Q3	$9.56M	Buy	70,879 +1,656	+2%	+$238K	0.06%	343
2014 Q2	$10.5M	Buy	69,223 +3,277	+5%	+$504K	0.07%	317
2014 Q1	$9.81M	Buy	65,946 +4,843	+8%	+$716K	0.07%	326
2013 Q4	$9.11M	Buy	61,103 +23,073	+61%	+$3.26M	0.07%	335
2013 Q3	$5.28M	Buy	38,030 +10,931	+40%	+$1.56M	0.04%	428
2013 Q2	$3.88M	Buy	+27,099	New	+$3.97M	0.03%	456

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

Chevy Chase Trust's VMI Position: Q1 2026 in Review

Chevy Chase Trust reduced its Valmont Industries (VMI) stake by 13% in Q1 2026, selling an estimated $52.4K and leaving 800 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Chevy Chase Trust first reported a position in VMI in Q2 2013 and has held it in 11 quarters since. The position peaked at $10.5M in Q2 2014. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Chevy Chase Trust held 800 shares of Valmont Industries worth $320K as of Q1 2026.
Chevy Chase Trust sold 120 Valmont Industries shares in Q1 2026, an estimated $52.4K.
Valmont Industries made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #616 holding.
Chevy Chase Trust first reported a position in Valmont Industries in Q2 2013 and has held it in 11 quarters since.
Chevy Chase Trust's Valmont Industries position peaked at $10.5M in Q2 2014.
602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.